LIC MF Index Fund - Sensex Plan - Regular - Dividend-0.35%

13.8%
1 Year Return
Others
Index
2.0 star
1Y
3Y
5Y

Fund Details

LIC MF Index Fund - Sensex Plan - Regular - Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.55%
NAV24.8 (18-Apr-2019)
Fund Started06-Dec-2002
Fund Size20 Cr

Returns

1Y
3Y*
5Y*
Since inception*
LIC MF Index Fund - Sensex Plan - Regular - Dividend
13.8%
14.5%
11.2%
13.5%
Category Average
NA
NA
NA
-
Rank within category
16
47
58
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 13.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity12.5%
    EnergyEquity11.1%
    FinancialEquity8.5%
    TechnologyEquity7.1%
    FinancialEquity6.4%
    FMCGEquity6.3%
    Tata Consultancy Services Ltd.TechnologyEquity5.3%
    ConstructionEquity4.2%
    FinancialEquity3.9%
    FinancialEquity3.4%
    See All

    Fund Managers

    addYogesh Patil
    Education
    Mr. Patil is an MBA (Finance).
    Experience
    Prior to joining LIC Mutual Fund, he has worked with Canara Robeco Mutual Fund, Sahara Mutual Fund and Religare Enterprise Limited.
    Funds Managed

    About LIC Mutual Fund

    LIC Mutual Fund started their mutual fund on 20/04/1994 and its managing total assets of ₹22,871 Cr. Its ranked at 17 as per total assets at end of 30th Sep 2017.

    Established in 20th April 1989, it is an associate company of one of India's most reputed brands LIC. LIC Mutual funds aim to create financial discipline and corporate governance and is chosen by many investors, due to it being a pioneering brand.

    The motto of LIC is to create value for its investors by adopting an investing strategy that is innovative, yet stable for a dynamic environment, such as ours. It targets to cater to all segments of the society and creating an investment experience which is unparalleled.

    It offers a large variety of funds, starting from equity, debt, hybrid, solution oriented and index funds. Investors of different risk appetites and investment duration can build a strong portfolio through LIC mutual funds.

    Address
    4TH FLOOR, INDUSTRIAL INSURANCE BUILDING, OPP. CHURCHGATE STATION MUMBAI 400020
    Phone
    022-66016000
    Launch Date
    19 Apr 1994
    LIC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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