LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Yearly)-Regular Plan-Dividend Reinvestment

Fund House: LIC Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 19-06-1989
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: -
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup:
Total Assets: -
Turn over: -

17.0391

43.81%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
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
30 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

Current Asset Allocation (%)

Indicators

Volatility
Sharp 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 ULIS (10 Yrs. Regular Premium Reducing Cover Yearly)-Regular Plan-Dividend Reinvestment 19-06-1989 -11.03 -1.45 1.52 2.88 -
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 2.19 6.59 6.34 - -
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 2.12 - - - -
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 0.87 5.32 6.02 7.67 10.98
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 -0.3 3.95 4.11 7.16 9.52
IDBI Hybrid Equity Fund Growth Regular 28-10-2016 -1.05 -3.22 -0.19 - -
HSBC Equity Hybrid Fund - Growth 22-10-2018 -2.08 - - - -
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 -2.28 - - - -
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 01-12-1995 -2.81 3.85 5.71 7.07 10.67
Shriram Hybrid Equity Fund- Growth 29-11-2013 -3.63 0.91 3.05 4.24 -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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