LIC MF Equity Savings Fund-Regular Plan-Monthly Dividend
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 (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 14.64 Cr As on (31-03-2024) |
| 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. |
19.4506
-0.07 (-0.384%)
5.18%
Benchmark: 9.46%
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
There is no value for 2x
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 | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| 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%
