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Lic Mf Balanced Advantage Fund Regular Plan Growth
NAV (Apr 26,2024)
The LIC MF Balanced Advantage Fund - Regular Plan - Growth offers investors the opportunity to earn potential returns on their investment. With an expense ratio of 2.2%, the fund has an established date of 12th November 2021. The minimum investment required is ₹5000, and there is no lock-in period. The fund's assets under management (AUM) are currently ₹899.95. The price-to-earnings (PE) ratio stands at 27.79, and the price-to-book (PB) ratio is 4.95. Invest in this fund for potential growth and financial stability.
Lic Mf Balanced Advantage Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Lic Mf Balanced Advantage Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio27.66
- P/B Ratio4.88
- Alpha0
- Beta0
- Sharpe0.12
- Sortino0.21
Fund Overview
2.20%
0%
No Lock-in
₹ 891.43 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 28, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,331.08 (3.31%) | ₹ 11,037.65 (10.38%) | ₹ 11,550.72 (15.51%) | ₹ -- (--) | ₹ -- (--) |
₹ 30,000 | ₹ 30,993.24 (3.31%) | ₹ 33,112.95 (10.38%) | ₹ 34,652.16 (15.51%) | ₹ -- (--) | ₹ -- (--) |
₹ 50,000 | ₹ 51,655.4 (3.31%) | ₹ 55,188.25 (10.38%) | ₹ 57,753.6 (15.51%) | ₹ -- (--) | ₹ -- (--) |
₹ 80,000 | ₹ 82,648.64 (3.31%) | ₹ 88,301.2 (10.38%) | ₹ 92,405.76 (15.51%) | ₹ -- (--) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,03,310.8 (3.31%) | ₹ 1,10,376.5 (10.38%) | ₹ 1,15,507.2 (15.51%) | ₹ -- (--) | ₹ -- (--) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Ltd11.07%
- Government of India9.76%
- ICICI Bank Ltd7.19%
- Reliance Industries Ltd6.85%
- State Bank of India5.43%
- State Government of Karnataka4.22%
- ITC Ltd4.02%
- Tata Capital Housing Finance Ltd3.84%
- Infosys Ltd3.75%
- Tata Consultancy Services Ltd3.53%
- Mahindra & Mahindra Ltd3.42%
- State Government of Maharashtra2.95%
- State Government of Tamil Nadu2.92%
- Hindustan Unilever Ltd2.73%
- Kotak Mahindra Bank Ltd2.51%
- Axis Bank Ltd2.07%
- Bajaj Finance Ltd2.06%
- HCL Technologies Ltd1.91%
- NTPC Ltd1.26%
- Treps1.11%
- R K Swamy Ltd0.96%
- Grasim Industries Ltd0.92%
- Hero MotoCorp Ltd0.90%
- Tech Mahindra Ltd0.86%
- Maruti Suzuki India Ltd0.86%
- SRF Ltd0.76%
- Bharat Electronics Ltd0.75%
- Mankind Pharma Ltd0.67%
- Shakti Pumps India Ltd0.62%
- Hindalco Industries Ltd0.62%
- Net Receivables Payables0.56%
- HDFC Life Insurance Company Ltd0.55%
- IndusInd Bank Ltd0.52%
- Bank of India0.51%
- Syngene International Ltd0.48%
- Mahindra & Mahindra Financial Serv Ltd0.47%
- Godrej Consumer Products Ltd0.46%
- Piramal Enterprises Ltd0.45%
- Texmaco Rail & Engineering Ltd0.44%
- Samvardhana Motherson International Ltd0.43%
- Power Finance Corporation Ltd0.42%
- Torrent Pharmaceuticals Ltd0.39%
- SBI Life Insurance Company Ltd0.39%
- APL Apollo Tubes Ltd0.33%
- Piramal Pharma Ltd0.27%
- IDFC First Bank Ltd0.26%
- City Union Bank Ltd0.24%
- Bajaj Holdings & Investment Ltd0.23%
- Garware Hi Tech Films Ltd0.21%
- Alkem Laboratories Ltd0.21%
- Macrotech Developers Ltd0.21%
- TVS Motor Company Ltd0.20%
- Power Grid Corporation of India Ltd0.20%
- Schaeffler India Ltd0.19%
- Sonata Software Ltd0.19%
- Bharat Petroleum Corporation Ltd0.17%
- Oil India Ltd0.16%
- Britannia Industries Ltd0.15%
- Abbott India Ltd0.14%
- Gabriel India Ltd0.05%
- Dr Reddy s Laboratories Ltd0.01%
- Grasim Industries Ltd PARTLY PAID UP FV0.01%
- Bank - Private20.86%
- Miscellaneous19.84%
- IT - Software10.23%
- Refineries7.03%
- Bank - Public5.94%
- Cigarettes/Tobacco4.02%
- Finance - NBFC3.21%
- Business Support1.44%
- Insurance0.94%
- Diversified0.92%
- Chemicals0.76%
- Compressors / Pumps0.62%
- Metal - Non Ferrous0.62%
- Auto Ancillary0.48%
- Railways Wagons0.44%
- Finance Term Lending0.42%
- Plastic Products0.21%
- Bearings0.19%
- Oil Exploration0.16%
- Consumer Food0.15%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ITI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 15.77% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 14.68% |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 14.67% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.69% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.15% |
WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.84% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.84% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.14% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 9.35% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 8.00% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
NJ Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 30.00% |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 27.89% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 26.81% |
SBI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 25.83% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 23.45% |
ITI Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.95% |
WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.59% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 20.69% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 20.11% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 19.41% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 24.82% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.48% |
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 13.28% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 12.84% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.83% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.77% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.47% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.73% |
HSBC Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 10.70% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 9.01% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Balanced Advantage Fund - Growth | HYBRID | Very High | 19.15% |
ICICI Prudential Balanced Advantage Fund - Growth | HYBRID | High | 12.92% |
Tata Balanced Advantage Fund - Regular Plan - Growth | HYBRID | High | 12.70% |
Union Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.90% |
Aditya Birla Sun Life Balanced Advantage Fund - Growth | HYBRID | Very High | 11.86% |
Nippon India Balanced Advantage Fund - Growth | HYBRID | Very High | 11.79% |
Kotak Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.77% |
Axis Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.50% |
Bandhan Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.14% |
Bank of India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 9.12% |
Fund Managers
Mr. Yogesh PatilFund Manager - Equities
Mr. Yogesh Patil has a total experience of 9 years. Prior to joining this, he was working with Sahara Mutual Fund as Research Analyst, with Religare Enterprise Limited as Equity Advisor.
Mr. Jaiprakash Toshniwal Fund Manager - Equity
Senior Equity Research Analyst - LIC Mutual Fund Asset Management Ltd. (28th January 2021 onwards) • Equity Research Analyst - India First Life Insurance (16th August 2011 - 27th January 2021) • Equity Research Analyst - Taurus Mutual Fund (December 2009 - August 2011)
Mr. Rahul SinghFund Manager
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LIC MF Balanced Advantage Fund - Regular Plan - Growth
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LIC MF Balanced Advantage Fund - Regular Plan - Growth
LIC MF Balanced Advantage Fund - Regular Plan - Growth
LIC MF Balanced Advantage Fund - Regular Plan - Growth
LIC MF Balanced Advantage Fund - Regular Plan - Growth
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