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LIC MF Balanced Advantage Fund Growth
+6.33%
3Y annualised
+0.26% 1D
NAV: 05 Jun '26
₹13.05
Min. for SIP
₹200
Fund size (AUM)
₹681.03 Cr
Expense ratio
2.34%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,007 | +0.05% | |
| 6 months | ₹30,000 | ₹29,509 | -1.64% | |
| 1 year | ₹60,000 | ₹58,236 | -2.94% | |
| 3 years | ₹1,80,000 | ₹1,86,625 | +3.68% |
Holdings (112)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 18.21% |
| HDFC Bank Ltd | Financial | Equity | 7.68% |
| JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD8 7.43 LOA 24OT34 FVRS1LAC | Industrials | Debenture | 7.43% |
| Repo | Unspecified | Repo | 6.90% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.72% |
| ICICI Bank Ltd | Financial | Equity | 4.53% |
| State Bank of India | Financial | Equity | 4.31% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 3.75% |
| Tata Consultancy Services Ltd | Technology | Equity | 3.49% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.52% |
| GOVERNMENT OF INDIA 31909 GOI 22AG32 7.26 FV RS 100 | Entities | GOI Securities | 2.26% |
| Infosys Ltd | Technology | Equity | 2.04% |
| Power Finance Corporation Ltd | Financial | Equity | 1.69% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.63% |
| 7.54% GOVT OF INDIA RED 23-05-2036 | Entities | GOI Securities | 1.56% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.56% |
| Tata Steel Ltd | Materials | Equity | 1.56% |
| Axis Bank Ltd | Financial | Equity | 1.51% |
| Garware Hi-Tech Films Ltd | Materials | Equity | 1.51% |
| BHARTI TELECOM LIMITED SR XXVI 7.45 NCD 15DC28 FVRS1LAC | Technology | Debenture | 1.49% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.46% |
| Shakti Pumps (India) Ltd | Industrials | Equity | 1.39% |
| NTPC Ltd | Energy & Utilities | Equity | 1.33% |
| Hindalco Industries Ltd | Materials | Equity | 1.26% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.26% |
| Bharti Airtel Ltd | Technology | Equity | 1.24% |
| Ultratech Cement Ltd | Materials | Equity | 1.19% |
| Mas Financial Services Ltd | Financial | Equity | 1.17% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.17% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 1.16% |
| Orkla India Ltd. | Consumer Staples | Equity | 1.14% |
| Manorama Industries Ltd | Consumer Staples | Equity | 1.13% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 0.99% |
| SRF Ltd | Materials | Equity | 0.91% |
| Bharat Bijlee Ltd | Industrials | Equity | 0.88% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.87% |
| ITC Ltd | Consumer Staples | Equity | 0.86% |
| Techno Electric & Engineering Company Ltd | Industrials | Equity | 0.81% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SERIES 143 7.55 LOA 06NV29 FVRS10LAC | Financial | Debenture | 0.76% |
| Swaraj Engines Ltd | Industrials | Equity | 0.74% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.73% |
| Macrotech Developers Ltd | Real Estate | Equity | 0.69% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.67% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.65% |
| Tata Communications Ltd | Technology | Equity | 0.62% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.60% |
| Abbott India Ltd | Healthcare | Equity | 0.54% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.53% |
| ISGEC Heavy Engineering Ltd | Industrials | Equity | 0.53% |
| Birla Corporation Ltd | Materials | Equity | 0.53% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.51% |
| Tech Mahindra Ltd | Technology | Equity | 0.49% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.46% |
| Moil Ltd | Materials | Equity | 0.45% |
| Grasim Industries Ltd | Materials | Equity | 0.45% |
| L&T Technology Services Ltd | Technology | Equity | 0.42% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.41% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 0.40% |
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 0.40% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.36% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.35% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.34% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.34% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 0.34% |
| JK Cement Ltd | Materials | Equity | 0.33% |
| Crisil Ltd | Industrials | Equity | 0.31% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.29% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.28% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.27% |
| Sundram Fasteners Ltd | Industrials | Equity | 0.27% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 0.26% |
| HCL Technologies Ltd | Technology | Equity | 0.25% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 0.23% |
| Bajaj Finance Ltd | Financial | Equity | 0.21% |
| Net Receivables | Unspecified | Net Receivables | 0.21% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.20% |
| Pfizer Ltd | Healthcare | Equity | 0.20% |
| Mphasis Ltd | Technology | Equity | 0.19% |
| Godrej Properties Ltd | Real Estate | Equity | 0.14% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.13% |
| Karur Vysya Bank Ltd | Financial | Equity | 0.13% |
| DCB Bank Ltd | Financial | Equity | 0.12% |
| JK Lakshmi Cement Ltd | Materials | Equity | 0.11% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.10% |
| Tata Motors Ltd | Industrials | Equity | 0.08% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.01% |
| Jindal Stainless Ltd | Materials | Equity | 0.00% |
| Eicher Motors Ltd Futures | Consumer Discretionary | Futures | -0.05% |
| H C L Technologies Ltd Futures | Technology | Futures | -0.07% |
| Tech Mahindra Ltd Futures | Technology | Futures | -0.09% |
| Axis Bank Ltd Futures | Financial | Futures | -0.11% |
| Mphasis Ltd Futures | Technology | Futures | -0.18% |
| Apollo Hospitals Enterprise Ltd Futures | Healthcare | Futures | -0.32% |
| Infosys Ltd Futures | Technology | Futures | -0.36% |
| Torrent Pharmaceuticals Ltd Futures | Healthcare | Futures | -0.40% |
| Titan Company Ltd Futures | Consumer Discretionary | Futures | -0.41% |
| ITC Ltd Futures | Consumer Staples | Futures | -0.47% |
| Ultratech Cement Ltd Futures | Materials | Futures | -0.50% |
| Larsen & Toubro Ltd Futures | Industrials | Futures | -0.52% |
| S R F Ltd Futures | Materials | Futures | -0.60% |
| National Thermal Power Corp. Ltd Futures | Energy & Utilities | Futures | -0.64% |
| Power Finance Corpn. Ltd Futures | Financial | Futures | -0.78% |
| Kotak Mahindra Bank Ltd Futures | Financial | Futures | -0.80% |
| Sun Pharmaceutical Inds. Ltd Futures | Healthcare | Futures | -0.82% |
| ICICI Lombard General Insurance Company Limited | Financial | Futures | -0.84% |
| Tata Steel Ltd Futures | Materials | Futures | -0.86% |
| HDFC Bank Ltd Futures | Financial | Futures | -1.10% |
| Tata Global Beverages Ltd Futures | Consumer Staples | Futures | -1.16% |
| Hindalco Industries Ltd Futures | Materials | Futures | -1.26% |
| Tata Power Co. Ltd Futures | Energy & Utilities | Futures | -1.47% |
| Tata Consultancy Services Ltd Futures | Technology | Futures | -1.94% |
| Reliance Industries Ltd Futures | Energy & Utilities | Futures | -2.46% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹500
Min. for SIP
₹200
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -4.8% | -5.2% | +6.3% | +6.0% |
| Category average (Hybrid Dynamic Asset Allocation) | +1.0% | +4.6% | +11.9% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | -- | 37 | 28 | -- |
Exit load, stamp duty and tax
Exit load
Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | -0.23% | +17.59% | 901.32 | |
 | -1.56% | +14.07% | 1,05,377.65 | |
 | +3.34% | +11.28% | 70,551.44 | |
 | +2.11% | +10.99% | 40,732.17 | |
 | +1.36% | +10.44% | 9,620.30 | |
| Compare | ||||
Fund management
SASudhanshu AsthanaApr 2026 - PresentView details
SA
Sudhanshu Asthana
Apr 2026 - Present
View details
RSRahul SinghOct 2021 - PresentView details
RS
Rahul Singh
Oct 2021 - Present
View details
About LIC MF Balanced Advantage Fund Growth
LIC MF Balanced Advantage Fund Growth is a Hybrid Mutual Fund Scheme launched by LIC Mutual Fund. This scheme was made available to investors on 20 Apr 1994. Sudhanshu Asthana is the Current Fund Manager of LIC MF Balanced Advantage Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹48,379 Cr and the Latest NAV as of 05 Jun 2026 is ₹13.05.
The LIC MF Balanced Advantage Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹200. Minimum Lumpsum Investment is ₹5,000. Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
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Investment Objective
The scheme seeks to provide capital appreciation/ income to the investors from a dynamic mix of equity, debt and money market instruments. The Scheme seeks to reduce the volatility by diversifying the assets across equity, debt and money market instruments.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 50:50 Index
Fund house
Rank (total assets)#20 in India
Total AUM₹48,379.12 Cr
Date of Incorporation20 Apr 1994
Launch Date20 Apr 1994
AddressIndustrial Assurance BuildingGround Floor, Opp. Churchgate Station Mumbai 400020
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,