Home>Mutual Funds >LIC Mutual Fund>LIC MF Tax Plan - Regular - Growth

LIC MF Tax Plan - Regular - Growth-0.2%

-4.1%

1 Year Return

Equity

ELSS

2.0

Fund DetailsLIC MF Tax Plan - Regular - GrowthRiskModerately High
Min SIP Amount₹500
Expense Ratio2.76%
NAV₹63.8 (16-Jan-2019)
Fund Started03-Feb-1999
Fund Size₹196 Cr
ReturnsFund
1Y
3Y
5Y
LIC MF Tax Plan - Regular - Growth
-4.1%
14.2% p.a
14.6% p.a
SIP CalculatorI want to invest per month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value
as per Historical Returns₹30
with -4.1% annual returns
ComparisonData not available
Pros
1. Age is more than 10 years2. 5Y Returns are higher than the benchmark3. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low2. Risk-adjusted returns are lower compared to the category3. Risk is higher compared to the benchmark4. Higher expense ratio5. 3Y Returns are lower than the benchmark
Top 10 HoldingsName% AssetsSectorInstrumentRating/SizeValue(Cr)
Triparty Repo14.6%Current AssetsMoney Market--28.6
HDFC Bank Ltd.7.6%Financial ServicesEquityLarge Cap14.9
ICICI Bank Ltd. 4.8%Financial ServicesEquityLarge Cap9.3
Bajaj Finance Ltd.4.5%Financial ServicesEquityLarge Cap8.8
Bajaj Finserv Ltd.3.9%Financial ServicesEquityLarge Cap7.6
Vinati Organics3.9%ChemicalsEquityMid Cap7.6
City Union Bank Ltd.3.8%Financial ServicesEquityMid Cap7.5
Reliance Industries Ltd.3.5%EnergyEquityLarge Cap6.8
Avenue Supermarts Ltd.3.4%Consumer GoodsEquityLarge Cap6.7
Tata Chemicals Ltd.3.3%ChemicalsEquityMid Cap6.4
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About LIC Mutual FundLIC 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.
Launch Date19 Apr 1994
Address4TH FLOOR, INDUSTRIAL INSURANCE BUILDING, OPP. CHURCHGATE STATION MUMBAI 400020
Assets₹22,871 Cr
SponsorNA
Phone022-66016000
Emailcs.co@licmf.com

Risk	Moderately High
Min SIP Amount	₹500
Expense Ratio	2.76%

NAV	₹63.8 (16-Jan-2019)
Fund Started	03-Feb-1999
Fund Size	₹196 Cr

Name	% Assets	Sector	Instrument	Rating/Size	Value(Cr)
Triparty Repo	14.6%	Current Assets	Money Market	--	28.6
HDFC Bank Ltd.	7.6%	Financial Services	Equity	Large Cap	14.9
ICICI Bank Ltd.	4.8%	Financial Services	Equity	Large Cap	9.3
Bajaj Finance Ltd.	4.5%	Financial Services	Equity	Large Cap	8.8
Bajaj Finserv Ltd.	3.9%	Financial Services	Equity	Large Cap	7.6
Vinati Organics	3.9%	Chemicals	Equity	Mid Cap	7.6
City Union Bank Ltd.	3.8%	Financial Services	Equity	Mid Cap	7.5
Reliance Industries Ltd.	3.5%	Energy	Equity	Large Cap	6.8
Avenue Supermarts Ltd.	3.4%	Consumer Goods	Equity	Large Cap	6.7
Tata Chemicals Ltd.	3.3%	Chemicals	Equity	Mid Cap	6.4

Launch Date	19 Apr 1994
Address	4TH FLOOR, INDUSTRIAL INSURANCE BUILDING, OPP. CHURCHGATE STATION MUMBAI 400020
Assets	₹22,871 Cr
Sponsor	NA
Phone	022-66016000
Email	cs.co@licmf.com

LIC MF Tax Plan - Regular - Growth2Groww
1 Year Returns
-4.1%
Equity
ELSS
2.0 star
Min SIP Amount
₹500
Min Lumpsum Amount
₹500
Invest Now

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