Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.47 | — | 1.79 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.24 | 49.83 | 2.25 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | — |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF ULIS Regular Premium Reducing Cover HY 15Y(IDCW) | 23.92% | 10.98% | 11.83% |
HDFC Flexi Cap Fund(IDCW) | 32.26% | 14.12% | 6.84% |
Kotak Flexicap Fund(IDCW-Payout) | 34.43% | 16.50% | 14.02% |
UTI Flexi Cap Fund(IDCW) | 29.30% | 6.92% | 12.97% |
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
Debt
Others
Holdings
7.07 %
Holdings
5.93 %
Holdings
4.83 %
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
₹ 27,364.60 Cr.
Dikshit Mittal
AUM: ₹7,092.86 Cr.
|
Exp: 10yrs
Karan Doshi
AUM: ₹1,876.67 Cr.
|
Exp: 7yrs
Pratik Shroff
AUM: ₹3,227.20 Cr.
|
Exp: 16yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
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
Fund has been able to generate better returns compared to other funds in the same category