Get access to more insightful information
By signing up to Upstox today
LIC MF Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
12 Nov 2021
4.1 years ago
Lock-in Period
No lock-in
NAV
as of 12 Dec 2025
₹14.67
+0.3853% (0.10)
AUM
₹756 Cr
Expense ratio
0.79%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 3M
1%
If units sold after 3M
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Technology
Basic Materials
Industrials
Consumer Defensive
Fund House
LIC
Inc: 31 Mar 1998 • Total AUM: ₹38,661 Cr • Rank #23LIC Mutual Fund, started in 1989, has Life Incorporate Corporation as its sponsor. The fund house is headed by TS Ramakrishnan as the CEO. As of 31 March 2024, it has an AUM of ₹31,263 Cr. It functions under the holding company LIC Housing Finance, GIC Housing Finance.
Fund Managers
Jaiprakash Toshniwal
Experience: 4.26 yrs • Total AUM: 13,752 Cr
Rahul Singh
Experience: 10.26 yrs • Total AUM: 3,64,698 Cr
Yogesh Patil
Experience: 5.23 yrs • Total AUM: 52,265 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.