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 (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 87.51 Cr As on 30-04-2025(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 |
153.9909
0.46 (0.2988%)
13.34%
Benchmark: 18.67%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 Equal Weight 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
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 Characteristics
Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
0.48%
Large Cap
98.97%
Mid Cap
0.56%
