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LIC MF Balanced Advantage Fund-Regular Plan-IDCW

LIC · Balanced Advantage
Moderate
₹11.65
Current NAV
03 Nov 2026
-7.1%
1Y Return
2.0%
3Y CAGR
3.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.8%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
0.80
Beta
-0.60
Alpha
1.08
Sortino
Fund Details
Fund House LIC
Category Balanced Advantage
AUM ₹3950 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
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