6M
1Y
3Y
5Y
All
Fund Details
LIC MF Savings Fund Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.83% |
| NAV | ₹30.90 (25 Nov 2020) |
|---|---|
| Fund Started | 29 May 2003 |
| Fund Size | ₹947 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
7.2%
5.9%
6.5%
7.4%
Category Average
6.3%
5.1%
6.1%
-
Rank Within Category
13
17
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value
as per Historical Returns
as per Historical Returns
₹0
with 7.2% annual returns
Comparison
Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
5. 3Y Returns are higher than the category average returns
6. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 10.4% |
| Reliance Industries Ltd. | Energy | Debenture | 5.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 5.7% |
| Bajaj Finance Ltd. | Financial | Debenture | 5.4% |
| REC Ltd. | Financial | NCD | 5.4% |
| National Bank For Agriculture & Rural Development | Financial | CD | 5.2% |
| Bank Of Baroda | Financial | CD | 5.2% |
| Export-Import Bank Of India | Financial | CD | 5.2% |
| Reserve Bank of India | Financial | T-Bills | 5.2% |
| Bank Of Baroda | Financial | CD | 5.2% |
See All
Fund Managers
Rahul Singh
LIC MF Savings Fund Growth Details
LIC MF Savings Fund Growth is a Debt Mutual Fund Scheme launched by LIC Mutual Fund. This scheme was made available to investors on 29 May 2003. Rahul Singh is the Current Fund Manager of LIC MF Savings Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹947 Cr and the Latest NAV as of 25 Nov 2020 is ₹30.90.
The LIC MF Savings Fund Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.
Investment Objective
The scheme aims to generate income by investing in a portfolio of quality short term debt securities.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load
Compare Funds
LIC MF Savings Fund Growth
VS
search
About LIC Mutual Fund
Address
4TH FLOOR, INDUSTRIAL INSURANCE BUILDING, OPP. CHURCHGATE STATION MUMBAI 400020
Phone
022-66016000
Launch Date
20 Apr 1994
E-mail
cs.co@licmf.comWebsite
NALIC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comSimilar Funds
Data not available
