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FAQ : LIC MF Balanced Advantage Fund - Growth - Direct Plan

LIC MF Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 6.74 N/A N/A
Average Rolling Returns(%) 10.28 9.89 N/A N/A

The Current NAV of LIC MF Balanced Advantage Fund - Growth - Direct Plan is ₹14.27.

It is better to invest in a fund with a longer track record as LIC MF Balanced Advantage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

LIC MF Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 1.25%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of LIC MF Balanced Advantage Fund - Growth - Direct Plan is currently ₹653 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 34% of fund’s portfolio respectively.

Top three sectors of LIC MF Balanced Advantage Fund - Growth - Direct Plan fund are BFSI, Others and Construction & Infrastructure accounting for 56% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of LIC MF Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.

Sudhanshu Asthana and Rahul Singh manage the LIC MF Balanced Advantage Fund - Growth - Direct Plan Fund.

LIC MF Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 24.15 and PB ratio is 4.13

The asset allocation of LIC MF Balanced Advantage Fund - Growth - Direct Plan is Stocks : 71.95%, Debt : 28.07% and Gold : 0%

The minimum SIP amount for LIC MF Balanced Advantage Fund - Growth - Direct Plan is ₹200.00 and minimum lumpsum is ₹5000.00

The exit load for LIC MF Balanced Advantage Fund - Growth - Direct Plan is Nil upto 12% of units and 1% on remaining units on or before 3 months, Nil after 3 months

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