LIC MF Healthcare Fund-Regular Plan-Growth
Fund House: LIC Mutual Fund| Category: Equity: Sectoral-Pharma and Healthcare |
| Launch Date: 22-02-2019 |
| Asset Class: |
| Benchmark: S&P BSE Healthcare TRI |
| TER: 2.44% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 61.69 Cr As on (31-03-2024) |
| Turn over: 32% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. |
24.1619
0.06 (0.2322%)
18.68%
Benchmark: 14.81%
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
2 Years 6 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 Scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies engaged in Healthcare and Allied sectors.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.1 |
| Sharpe Ratio | 0.58 |
| Alpha | -3.68 |
| Beta | 0.92 |
| Yield to Maturity | |
| Average Maturity |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.09%
Others
5.02%
Large Cap
43.94%
Mid Cap
25.95%
