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MF_149261

LIC MF Balanced Advantage Fund-Direct Plan-Growth

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

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End Amount
₹14,243.21
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.39%
MF_149261 Return
Benchmark CAGR
6.22%
Nifty 50
Inflation Adj. CAGR
2.82%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.59
Volatility vs Benchmark
Sharpe Ratio
0.29
Risk-Adjusted Return
Sortino Ratio
0.43
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 50% 14% 28%
60 days 46% 12% 14%
90 days 44% 11% 11%
180 days 46% 8% 8%
1Yr 47% 3% 6%
3Yr 16% 1% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF Balanced Advantage Fund-Direct Plan-Growth Nifty 50
30 days -21.0% | -38.8% | 8.2% | 85.4% 26.6% | -59.3% | 8.8% | 163.5%
60 days -34.5% | -26.0% | 8.4% | 55.3% -23.0% | -41.6% | 7.6% | 93.5%
90 days -17.0% | -19.1% | 8.6% | 41.3% -25.0% | -32.2% | 10.4% | 61.3%
1 Year -3.6% | -3.1% | 9.5% | 20.2% -10.0% | -6.9% | 9.7% | 31.0%
3 Years 7.7% | 7.5% | 11.0% | 15.0% 7.7% | 6.3% | 12.8% | 18.1%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2022 July 29, 2022 193 days 7% Nifty 50: 16% 10172 9504 10222
Dec. 16, 2024 May 10, 2025 145 days 8% Nifty 50: 10% 14257 13078 14324
June 27, 2025 Aug. 1, 2026 400 days 9% Nifty 50: 12% 14858 13457 14914
Aug. 31, 2026 Oct. 30, 2026 60 days 8% Nifty 50: 8% 15267 13991 14243