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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.05 | 20.10 | 0.44 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.51 | 26.21 | 0.99 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
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Nifty Financial Services - TRI |
Sectoral Funds - Banks & Financial Services are equity schemes that majorly invest in financial sector companies. It will give exposure to entire financial sector which comprised a wide range of bank and financial services.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF Banking & Financial Services Fund | 9.74% | 14.82% | 8.74% |
ICICI Pru Banking & Fin Serv Fund | 18.36% | 14.77% | 16.24% |
SBI Banking & Financial Services Fund | 28.88% | 18.53% | 16.35% |
Nippon India Banking & Financial Services Fund | 18.19% | 19.37% | 14.91% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
23.86 %
Holdings
10.78 %
Holdings
8.26 %
LIC Mutual Fund was established on 20th April 1989 by LIC of India. Its current Asset under Management (AUM) surpasses Rs.14 crore.
No.of Schemes
34
Total AUM
₹ 30,516.81 Cr.
Jaiprakash Toshniwal
AUM: ₹2,272.93 Cr.
|
Exp: 10yrs
CFA ,MS Finance (CFA),B.com
Senior Equity Research Analyst - LIC Mutual Fund Asset Management Ltd. (28th January 2021 onwards) • Equity Research Analyst - India First Life Insurance (16th August 2011 - 27th January 2021) • Equity Research Analyst - Taurus Mutual Fund (December 2009 - August 2011)
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%