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Stocks - Q : Quality | V : Valuation | PT : Price Trend
Funds - P : Performance | Q : Quality
Funds - P : Performance | Q : Quality
| 9 Year | 5 Year | 3 Year | 1 Year | |
|---|---|---|---|---|
Benchmark# BM# Returns(%) | - | - | - | - |
Fund Returns(%) | - | - | - | - |
Implied Investor Returns(%) IR | - | - | - | - |
LIC MF Manufacturing Fund is a Equity - Thematic Fund - Other with an 718(Cr) AUM. It is Open Ended scheme launched on 11 Oct 2024. Currently, Yogesh Patil and Mahesh Bendre as the fund managers managing the fund. Benchmark of the scheme is Nifty India Manufacturing - TRI.
| 1 Year | 3 Year | 5 Year | 9 Year | |
|---|---|---|---|---|
Upside % | - | - | - | - |
Downside % | 29 | 34 | 28 | 32 |
| Average Rolling Return | Standard Deviation | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | 9 Year | 1 Year | 3 Year | 5 Year | 9 Year | |
Fund | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Benchmark# | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Company (Q) | Sector | % Assets |
|---|---|---|
| Auto | 4.26 | |
| Auto | 3.8 | |
| Capital Goods | 3.77 | |
| Chemicals | 3.69 | |
| Agriculture | 3.42 | |
| Auto | 3.08 | |
| Auto | 2.81 | |
| Auto | 2.7 | |
| Auto | 2.67 | |
| Auto | 2.52 |
LIC MF Manufacturing Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of LIC MF Manufacturing Fund - Growth - Direct Plan is ₹8.58.
It is better to invest in a fund with a longer track record as LIC MF Manufacturing Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
LIC MF Manufacturing Fund - Growth - Direct Plan fund’s expense ratio is 0.52%
The process for redemption is
The AUM of LIC MF Manufacturing Fund - Growth - Direct Plan is currently ₹718 Crores.
The Top three stocks are Bharat Forge, Cummins India and Shakti Pumps (I) and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 33% of fund’s portfolio respectively.
Top three sectors of LIC MF Manufacturing Fund - Growth - Direct Plan fund are Capital Goods, Auto and Chemicals accounting for 67% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other 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 Manufacturing Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Yogesh Patil and Mahesh Bendre manage the LIC MF Manufacturing Fund - Growth - Direct Plan Fund.
LIC MF Manufacturing Fund - Growth - Direct Plan current PE ratio is 44.16 and PB ratio is 7.57
The asset allocation of LIC MF Manufacturing Fund - Growth - Direct Plan is Stocks : 97.78%, Debt : 2.22% and Gold : 0%
The minimum SIP amount for LIC MF Manufacturing Fund - Growth - Direct Plan is ₹200.00 and minimum lumpsum is ₹5000.00
The exit load for LIC MF Manufacturing Fund - Growth - Direct Plan is Nil upto 12% of units and 1% for remaining units on or before 90 days, Nil after 90 days
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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