Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Significant holdings have underlying redflags
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.41 | 46.47 | 2.58 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.25 | 51.55 | 2.22 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF Multi Cap Fund(IDCW) | 50.94% | — | 35.18% |
Nippon India Multi Cap Fund(IDCW) | 38.09% | 21.12% | 11.74% |
SBI Multicap Fund(IDCW Payout) | 40.99% | — | 23.73% |
HDFC Multi Cap Fund(IDCW Reinvst) | 37.35% | — | 26.08% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
3.47 %
Holdings
3.31 %
Holdings
3.17 %
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
33
Total AUM
₹ 29,836.43 Cr.
Dikshit Mittal
AUM: ₹7,090.13 Cr.
|
Exp: 10yrs
Yogesh Patil
AUM: ₹7,418.86 Cr.
|
Exp: 9yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data