1M
6M
1Y
3Y
5Y
All
| NAV: 02 Apr 2025 | ₹51.18 |
| Min. SIP amount | ₹200 |
| Rating | 3 |
| Fund size | ₹81.42Cr |
Return calculator
One-Time
₹20,000 one-time
Over the past
1 year
3 years
5 years
Total investment of ₹20,000
Would have become ₹20,292 (+1.46%)
Holdings (50)
See All
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹200 |
Returns and rankings
Category: Equity Large Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 1.5% | 14.7% | 24.9% | 14.3% |
| Category average | 3.2% | 11.9% | 24.0% | NA |
| Rank with in category | 69 | 14 | 19 | NA |
Understand terms
Peer Comparison
| Equity, Large Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | 5 | 5.2% | 18.0% | 34,211.60 |
ICICI Prudential Bluechip Fund Direct Growth | 5 | 5.6% | 16.0% | 60,177.20 |
Edelweiss Large Cap Fund Direct Growth | 4 | 5.1% | 14.4% | 1,058.57 |
Canara Robeco Bluechip Equity Fund Direct Growth | 4 | 8.0% | 13.6% | 13,848.24 |
Bandhan Large Cap Fund Direct Growth | 4 | 6.4% | 13.3% | 1,634.08 |
Expense ratio, exit load and tax
Expense ratio: 0.32%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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Check past data
Fund management
Sumit BhatnagarOct 2023 - PresentView details
Sumit Bhatnagar
Oct 2023 - Present
View details
Education
Mr. Bhatnagar is an MBA (Investment Management) from University of Toronto, Canada and CFA Charter (USA).
Experience
Prior to joining LIC Mutual Fund. He was assocaited with Indiabulls Mutual Fund he has worked with SEBI.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Industrial Assurance BuildingGround Floor, Opp. Churchgate Station Mumbai 400020
Phone
022-66016177 / 022-66016178
Launch Date
20 Apr 1994
E-mail
br.mumbai@licmf.comWebsite
www.licmf.com
LIC Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comPros and cons
Category: Equity Large Cap
Pros
3Y, 5Y and 10Y annualised returns higher than category average
Exit load is zero
Lower expense ratio: 0.32%
Cons
1Y annualised returns lower than category average by 1.72%
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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