LIC MF Factor Advantage

EQUITY LARGE CAP

To deliver long term capital appreciation by investing in equity assets.

+16.76%

1Y annualised returns

+16.06%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

02 Mar '21

Total AUM

₹0.92Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity95.8%

Cash4.2%

Equity market cap split

Large Cap61.3%

Mid Cap27.9%

Small Cap6.7%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

PMS management

MM
Mr. Mahesh Bendre
Head of PMS Vertical, LIC AMC Ltd.
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About

Mr. Mahesh Bendre has over 18 years of experience in Indian Equity Market in Equity Research and Fund Management domain. In the past, Mahesh has worked with Edelweiss Capital, HSBC Securities, IDBI Capital Etc. He is a Mechanical Engineer and has completed his PhD in Finance from Pune University. He has expertise in Equity Research, Macro economic Research and Portfolio Management. He is heading PMS vertical at LIC AMC Ltd.

Experience

Over 18 years of experience in the Indian equity market.

Investment philosophy

Specializes in equity research, macroeconomic research, and portfolio management.

Previously worked at