LIC MF BSE Sensex Index Fund-Regular Plan-Growth

Fund House: LIC Mutual Fund
Category: Index Fund
Launch Date: 28-11-2002
Asset Class: Equity
Benchmark: BSE Sensex TRI
TER: 1.08% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 91.93 Cr As on 30-06-2025(Source:AMFI)
Turn over: 16% | Exit Load: 0.25% if redeemed or switch out on or before completion of 7 Days from the date of allotment of units, Nil after 7 days

153.0478

13.24%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 Equal Weight TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
3 Years 0 Months
4 Years 11 Months
11 Years 9 Months
18 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The main investment objective of the fund is to generate returns commensurate with the performance of the index BSE Sensex based on the plans by investing in the respective index stocks subject to tracking errors. There is no assurance that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.33
Sharpe Ratio 0.6
Alpha -2.66
Beta 0.97
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
LIC MF BSE Sensex Index Fund-Regular Plan-Growth 28-11-2002 0.67 10.79 14.67 17.24 11.06
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 20.43 23.37 27.43 - -
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 19.76 - - - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 17.91 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 16.43 20.07 20.46 17.24 -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 11.0 - - - -
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth 27-03-2023 10.94 9.19 - - -
HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option 09-12-2022 10.89 9.13 - - -
HDFC Nifty G-Sec July 2031 Index Fund - Growth Option 10-11-2022 10.84 9.14 - - -
BANDHAN CRISIL IBX GILT APRIL 2032 INDEX FUND - REGULAR GROWTH 15-02-2023 10.77 9.06 - - -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.44%

Large Cap

99.57%

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