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LIC Mutual Fund

LIC MF Multi Asset Allocation Fund

LIC Mutual Fund · Direct plan · Growth

1-year returns
6.6%
NAV
₹12.54
▲ 1.28% · 18 Sept 2026
Fund size
₹1,005 Cr
Expense ratio
1.08%
a year
Minimum SIP
₹200

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹12.25 and has returned 5.17% over a year.

Returns, and where it stands

Against the average multi asset allocation fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year6.6%9.4%behind22 of 30
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.7%-0.8%
3 months1.6%1.3%
6 months5.9%5.2%
1 year6.6%5.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Feb 2025.

Plan

NAV history

▲ 6.63% in the last 1Y

11.011.912.718 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹1,650
XIRR (per year)
5.12%
Value today
₹61,650

12 monthly instalments from 18 Sept 2025, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
12.8% a year
2.8% more than the category average — the bumpier side
Worst fall so far
−13.5%
Jan 2026 to Mar 2026.
Years that made money
100%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹500
Lock-in
None
Plan started
14 Feb 2025
Portfolio turnover
0.75x
Expense ratio
1.08%
as of 31 Aug 2026

Managed by Sumit Bhatnagar, Pratik Shroff

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

LIC MF Multi Asset Allocation Fund against other funds in the Multi Asset Allocation Fund category
Fund1Y3Y5YExpenseFund size
Quant Multi Asset Allocation Fund16.29%22.25%19.9%1.21%₹6,528 Cr
Nippon India Multi Asset Allocation Fund11.5%18.77%15.65%0.48%₹17,984 Cr
WhiteOak Capital Multi Asset Allocation Fund11.45%16.69%0.65%₹8,778 Cr
Aditya Birla Sun Life Multi Asset Allocation Fund11.65%15.98%0.5%₹7,618 Cr
UTI Multi Asset Allocation Fund3.19%14.89%13.1%0.78%₹7,063 Cr
SBI Multi Asset Allocation Fund10.17%14.84%13.47%0.68%₹20,935 Cr
LIC MF Multi Asset Allocation Fund6.63%1.08%₹1,005 Cr

About LIC MF Multi Asset Allocation Fund

LIC MF Multi Asset Allocation Fund is a multi asset allocation fund managed by LIC Mutual Fund. Invest at least 10% each in three or more asset classes, such as equity, debt and gold or silver.

The investment objective of the Scheme is to generate long term capital appreciation by investing in diversified portfolio of equity & equity related instruments, debt & money market instruments and units of Gold Exchange Traded Funds (ETFs).

The scheme's stated objective, as published by LIC Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹12.5449153246
DirectIDCW₹12.5449153247
RegularGrowth₹12.2489153248
RegularIDCW₹12.2489153249

Frequently asked questions

What is the NAV of LIC MF Multi Asset Allocation Fund today?

The NAV of LIC MF Multi Asset Allocation Fund (Direct plan, Growth) is ₹12.5449 and the Regular plan NAV is ₹12.2489, as of 18 Sept 2026.

What returns has LIC MF Multi Asset Allocation Fund given?

Over the last year the Direct plan returned 6.63%. Past returns do not guarantee future returns.

What is the expense ratio of LIC MF Multi Asset Allocation Fund?

The Direct plan charges 1.08% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in LIC MF Multi Asset Allocation Fund?

You can start a monthly SIP with ₹200, or invest a lump sum of ₹5,000 or more.

How much has LIC MF Multi Asset Allocation Fund fallen in the past?

Its deepest fall was 13.5% from 29 Jan 2026 to 23 Mar 2026. Of every one-year stretch in its history, 100% ended in a gain.

Which category does LIC MF Multi Asset Allocation Fund belong to?

It is a Multi Asset Allocation Fund from LIC Mutual Fund. Invest at least 10% each in three or more asset classes, such as equity, debt and gold or silver.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from LIC MF Multi Asset Allocation Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.