LIC MF Consumption Fund-Direct Plan-Growth
Fund House: LIC Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 31-10-2025 |
| Asset Class: EQUITY |
| Benchmark: Nifty India Consumption TRI |
| TER: 1.13% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 478.56 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: - | Exit Load: 1. If units of the Scheme are redeemed / switched-out within 90 days from the date of allotment: a. Upto 12% of the units: No exit load will be levied b. Above 12% of the units: exit load of 1% will be levied 2. If units of the Scheme are redeemed / switched-out after 90 days from the date of allotment: No exit load will be levied. |
10.0483
0 (0.0119%)
0.41%
Benchmark: 14.13%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies following consumption theme. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| 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 Consumption Fund-Direct Plan-Growth | 31-10-2025 | - | - | - | - | - |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | 6.44 | 3.56 | 15.58 | 14.44 | 15.93 |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 3.49 | 4.68 | - | - | - |
| ITI Bharat Consumption Fund - Regular Plan Plan - Growth | 28-02-2025 | 2.42 | - | - | - | - |
| Bank Of India Consumption Fund - Regular - Growth | 20-12-2024 | 1.98 | - | - | - | - |
| Quant Consumption Fund - Growth Option - Regular Plan | 05-01-2024 | 1.93 | -7.41 | - | - | - |
| Kotak Consumption Fund - Regular Plan - Growth Option | 16-11-2023 | 1.14 | 2.77 | - | - | - |
| UTI India Consumer Fund - Regular Plan - Growth Option | 30-07-2007 | 0.91 | -0.42 | 12.19 | 10.26 | 11.01 |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth Option | 29-03-2011 | -0.64 | -0.78 | 11.87 | 13.17 | 14.78 |
| Edelweiss Consumption Fund - Regular - Growth | 20-02-2025 | -0.99 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.8%
Others
1.21%
Large Cap
40.75%
Mid Cap
29.24%
