₹ 13.3138
NAV (Oct 15)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.3138
NAV (Oct 15)
Last 1Y | 18.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.3% |
6 Month CAGR | 9.9% |
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.
Expense Ratio | 2.21 |
Launched (0y ago) | 2.21 |
AUM in Crores | 844.7 |
ISIN | INF767K01QV6 |
Lock-in | - |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
LIC MF Balanced Advantage Fund (G) | 11,60,706 | 4,28,094 | 18.3% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Others
29.4%GOI
9%HDFC Bank Ltd.
8.6%Reliance Industries Ltd.
6.5%ICICI Bank Ltd.
6.3%Financial
17.5%Energy
6.3%Technology
5.7%Consumer Staples
3.5%Services
2.3%Fund Name | Fund Size | |
---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
LIC Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.8% | 7.9% | ||
15.4% | 5.9% | ||
6.1% | 6.9% | ||
5.6% | 8.2% | ||
33% | 10.5% |
LIC MF Balanced Advantage Fund (G) is a Dynamic Asset Allocation or Balanced Advantage Others fund and has delivered an annualised return of 10.267% over a period of 2 years. The fund is managed by LIC Mutual Fund. The fund managers are Jaiprakash Toshniwal, Rahul Singh, Yogesh Patil.
Nav of LIC MF Balanced Advantage Fund (G) as of 10/15/2024 is ₹13.31 with the total AUM as of 10/16/2024 is ₹844.6858. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Balanced Advantage Fund (G) was launched on 2021-11-12. The category risk of the fund is null.
The minimum SIP amount for LIC MF Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is LIC MF Balanced Advantage Fund (G)?
How to invest in LIC MF Balanced Advantage Fund (G)?
You can invest in LIC MF Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of LIC MF Balanced Advantage Fund (G)?
The minimum sip amount for LIC MF Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is LIC MF Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the LIC MF Balanced Advantage Fund (G)?
The expense ratio of the LIC MF Balanced Advantage Fund (G) is 2.21% for regular plan.
What is the NAV of LIC MF Balanced Advantage Fund (G)?
Today's LIC MF Balanced Advantage Fund (G) NAV is ₹13.31.