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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.05 | 21.02 | 0.56 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.50 | 26.78 | 1.13 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | 11.40% | 11.09% | 8.20% |
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout) | 12.79% | 3.62% | 10.37% |
SBI Banking & Financial Services Fund(IDCW-Payout) | 33.26% | 14.35% | 14.57% |
Nippon India Banking & Financial Services Fund(IDCW) | 15.48% | 10.38% | 7.45% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
23.23 %
Holdings
10.80 %
Holdings
7.69 %
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
₹ 27,955.49 Cr.
Jaiprakash Toshniwal
AUM: ₹2,261.94 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%