LIC MF ULIS (15 Yrs. Regular Premium Reducing Cover Yearly)-Regular Plan-IDCW Reinvestment
Fund House: LIC Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 19-06-1989 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.37% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 10000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 477.35 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 33% | Exit Load: Nil (Lock-in Period:- Repurchase after lock-in period of 3 years from the date of Investment.) |
37.439
0.15 (0.4063%)
30.03%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive 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
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
An open ended scheme which seeks to generate long term capital appreciation and offer Tax benefits u/s 80C of the Income Tax Act as well as additional benefit of a life cover. 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 | 1.47 |
| Average Maturity |
PEER COMPARISON
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.04%
Others
24.82%
Large Cap
49.89%
Mid Cap
6.21%
