LIC MF Equity Savings Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 16.74 | 8.66 | 8.71 | 6.62 |
Average Rolling Returns(%) | 7.44 | 6.94 | 6.37 | 6.55 |
The Current NAV of LIC MF Equity Savings Fund - Growth is ₹24.69.
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 ₹16 Crores.
The Top three stocks are Tata Steel, TCS and ICICI Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 34% of fund’s portfolio respectively.
Top three sectors of LIC MF Equity Savings Fund - Growth fund are BFSI, Miscellaneous and IT accounting for 45% 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 35.38 and PB ratio is 6.49
The asset allocation of LIC MF Equity Savings Fund - Growth is Stocks : 72.32%, Debt : 17.46% and Gold : 10.22%
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