LIC MF Banking & PSU Fund-Regular Plan-Growth

(Erstwhile LIC MF Income Plus Fund-Regular Plan-Growth)
Fund House: LIC Mutual Fund
Category: Debt: Banking and PSU
Launch Date: 30-05-2007
Asset Class: Fixed Income
Benchmark: Nifty Banking & PSU Debt Index A-II
TER: 0.68% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 1,842.77 Cr As on 31-03-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

36.1316

7.01%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
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
9 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 fund seeks to generate reasonable return with low risk and high liquidity from a portfolio of debt and money market instruments

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.33
Average Maturity 3.32

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
LIC MF Banking & PSU Fund-Regular Plan-Growth 30-05-2007 4.46 6.85 6.64 5.54 6.53
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 5.96 7.32 7.08 5.94 7.05
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 5.82 7.29 6.91 7.2 6.53
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 5.05 6.94 7.03 6.28 7.14
Bandhan Banking and PSU Fund - Regular Growth 07-03-2013 4.88 6.82 6.64 5.74 6.94
Axis Banking & PSU Debt Fund - Regular Plan - Growth option 01-06-2012 4.82 6.85 6.67 5.75 6.98
ITI Banking & PSU Debt Fund - Regular Plan - Growth Option 05-10-2020 4.8 6.57 6.6 5.78 -
Kotak Banking and PSU Debt - Growth 29-12-1998 4.78 7.04 6.89 6.08 7.2
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 4.78 6.66 6.5 5.19 6.57
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 4.69 7.03 6.89 5.64 6.41

Scheme Characteristics

Minimum investment in Debt instruments of banks, Public Sector Undertakings, Public Financial Institutions - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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