LIC MF ULIS Regular Premium Uniform Cover Qtrly 10Y(IDCW)
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ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category
Expense RatioExpense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category
Less expense ratio implies better returns over the long term
Return vs FD RatesIf fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD
Fund has been able to generate better price return than bank FD
Red FlagsWe check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags
Total holdings with red flags is insignificant
Key Metrics
About Solution Oriented - Retirement Fund
Solution Oriented,Retirement Fund invest in high-risk stocks since the objective of the fund is to create a corpus for retirement. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.
PeersCompare with peers
Nippon India Retirement Fund-Wealth Creation(IDCW)
SBI Retirement Benefit Fund-Aggressive Plan(IDCW)
Axis Retirement Savings Fund-Aggressive Plan(IDCW)
Franklin India Pension Plan(IDCW)
ICICI Pru Retirement Fund-Pure Debt Plan(IDCW)
Scheme Info
Tax Implications
Investment period < 1 year
Gains are treated as short-term capital gains and taxed at 15%
Investment period > 1 year
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Let’s calculate your returns after tax
Investment frequency
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One Time
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AMC profile
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
22
Total AUM
₹ 14,590.74 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category