TickerKhojLIC Mutual Fund · Hybrid · Balanced Advantage · Regular plan
LIC MF Balanced Advantage Fund - Regular Plan - Growth
₹13.1637NAV on 30 Oct 2026Expense ratio 2.86%
29 Oct 2025NAV low 12.55 · high 14.15-5.4%
In plain words
Over 3 years it returned +6.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -10.4%.
On 3-year return it ranks 26 of 30 funds in Balanced Advantage.
A monthly SIP over 3 years ended ₹9,235 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.0% | +1.9% |
| 3 months | -3.0% | -5.1% |
| 6 months | -0.2% | -3.2% |
| 1 year | -5.0% | -10.2% |
| 3 years (yearly) | +6.0% | +7.4% |
| Since start (yearly) | +5.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,914 | -4.2% |
| 3 years | ₹3,60,000 | ₹3,67,056 | +1.2% |
Other plan of this fund: LIC MF Balanced Advantage Fund - Direct Plan - Growth