LIC MF Equity Savings Fund-Regular Plan-Growth
Fund House: LIC Mutual Fund| Category: Hybrid: Equity Savings |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY Equity Savings TRI |
| TER: 2.0% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 15.77 Cr As on (30-04-2024) |
| Turn over: 72% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months. |
24.7861
0.12 (0.4841%)
7.12%
Benchmark: 9.48%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide regular income along with opportunities for capital appreciation through investments in a diversified basket of debt instruments, equity and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 5.45 |
| Sharpe Ratio | 0.59 |
| Alpha | -0.53 |
| Beta | 0.89 |
| Yield to Maturity | 6.79 |
| Average Maturity | 0.07 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.07%
Others
27.7%
Large Cap
50.63%
Mid Cap
13.59%
