LIC MF Equity Savings Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 15.74 | 7.83 | 8.29 | 6.23 |
Average Rolling Returns(%) | 7.35 | 6.93 | 6.35 | 6.55 |
The Current NAV of LIC MF Equity Savings Fund - Growth is ₹24.81.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
LIC MF Equity Savings Fund - Growth fund’s expense ratio is 2.00%
The process for redemption is
The AUM of LIC MF Equity Savings Fund - Growth is currently ₹15 Crores.
The Top three stocks are TCS, Tata Steel and ICICI Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 34% of fund’s portfolio respectively.
Top three sectors of LIC MF Equity Savings Fund - Growth fund are Miscellaneous, BFSI and IT accounting for 58% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of LIC MF Equity Savings Fund - Growth Fund is Hybrid - Equity Savings.
Sumit Bhatnagar and Pratik Shroff manage the LIC MF Equity Savings Fund - Growth Fund.
LIC MF Equity Savings Fund - Growth current PE ratio is 34.17 and PB ratio is 6.32
The asset allocation of LIC MF Equity Savings Fund - Growth is Stocks : 64.50%, Debt : 26.91% and Gold : 8.56%
The minimum SIP amount for LIC MF Equity Savings Fund - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for LIC MF Equity Savings Fund - Growth is Nil upto 12% of units and 1% for remaining units on or before 3 months, Nil after 3 months