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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.56 | 37.84 | 1.56 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 48.39 | 1.86 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF Focused Fund(IDCW) | 26.68% | 10.62% | 12.63% |
SBI Focused Equity Fund(IDCW-Payout) | 26.61% | 10.23% | 13.65% |
HDFC Focused 30 Fund(IDCW) | 31.02% | 14.45% | 5.17% |
Axis Focused Fund(IDCW) | 16.41% | -4.66% | 10.21% |
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
8.32 %
Holdings
7.92 %
Holdings
5.22 %
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
₹ 28,440.28 Cr.
Jaiprakash Toshniwal
AUM: ₹2,261.94 Cr.
|
Exp: 10yrs
Sumit Bhatnagar
AUM: ₹2,938.52 Cr.
|
Exp: 10yrs
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%