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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.78 | 31.96 | 1.77 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.32 | 39.28 | 1.58 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF Balanced Advantage Fund | 17.91% | 12.52% | 12.11% |
HDFC Balanced Advantage Fund | 23.80% | 23.12% | 15.94% |
ICICI Pru Balanced Advantage Fund | 16.97% | 13.46% | 13.47% |
SBI Balanced Advantage Fund | 18.89% | 14.55% | 14.00% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
9.39 %
Holdings
4.97 %
Holdings
4.92 %
LIC Mutual Fund was established on 20th April 1989 by LIC of India. Its current Asset under Management (AUM) surpasses Rs.14 crore.
No.of Schemes
34
Total AUM
₹ 30,257.59 Cr.
Yogesh Patil
AUM: ₹8,205.18 Cr.
|
Exp: 9yrs
Jaiprakash Toshniwal
AUM: ₹2,268.19 Cr.
|
Exp: 10yrs
Rahul Singh
AUM: ₹14,296.46 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%