MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

hybridDirect
LIC MF Balanced Advantage Fund - Direct Plan - IDCW
3Y ago₹1.15 L
5Y ago—

Every metric, side-by-side

marks the winner per row.

MetricLIC MF Balanced Advantage Fund …
Fund houseLIC Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
PlanDirect
Latest NAV₹12.9588
Assets managed (AUM)—
1M return0.73%
6M return2.04%
1Y return0.55%
3Y CAGR4.81%
5Y CAGR—
Since inception CAGR5.50%
Bumpiness · 3Y (annualised σ)9.46
Worst drop ever-13.09%
Sharpe · 3Y (rf=6%)-0.13