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Table of Contents
- How to Invest in LIC Mutual Fund Online?
- Best LIC Mutual Fund Schemes
- FAQs
- 1. What is the current worth of LIC Mutual Fund?
- 2. What are the documents that I will need to invest in LIC MF?
- 3. Is LIC Mutual Funds KYC compliant?
- 4. Can I invest in LIC Mutual Fund online?
- 5. What is the LIC Mutual Fund Tax plan?
- 6. How is the performance of LIC MF Large and mid-cap funds?
- 7. I want to know about LIC Mutual Fund Banking and PSU Debt?
- 8. What should I keep in mind while investing in LIC Mutual Funds?
Top 10 Funds
10 Best LIC Mutual Fund Schemes 2025
Being an associate company of India's premier brand, LIC Mutual Fund is one of the recognized players in the asset management sphere. The fund house offers a wide Range of Mutual Fund schemes in the Market. Investors can choose from options like Equity Funds, Debt fund, Liquid Funds, Hybrid Fund, etc.
Ideally, you should choose a fund that best fits your requirements related to your investment goals. For long-term plan, equities suit the best, while for short-term you can prefer Investing in debt Mutual Funds. One of the best parts of investing in LIC Mutual Fund is that it has a strong risk management team that predicts market trends and helps to balance your Portfolio accordingly. Investors planning to invest can choose a fund from the below-listed top 10 best LIC Mutual Fund Schemes.
These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.
How to Invest in LIC Mutual Fund Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
Best LIC Mutual Fund Schemes
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2023 (%) LIC MF Infrastructure Fund Growth ₹41.4695
↑ 0.80 ₹881 5,000 1,000 -15.6 -19.7 11.5 23.5 22.3 8.7 47.8 LIC MF Large and Midcap Fund Growth ₹34.6737
↑ 0.36 ₹2,916 5,000 1,000 -8.4 -11.7 9.3 13.1 15.3 13.3 27.9 LIC MF Tax Plan Growth ₹140.24
↑ 0.58 ₹1,093 500 500 -5.6 -7.6 11.4 12.8 13.1 11 22.6 LIC MF Multi Cap Fund Growth ₹87.9303
↑ 0.40 ₹992 5,000 1,000 -9.5 -13.4 1.8 10.3 11.2 9.7 18.8 LIC MF Index Fund Nifty Growth ₹126.382
↓ -0.11 ₹314 5,000 1,000 -2.6 -7.3 3.3 10 13.6 12.6 8.8 LIC MF Childrens Fund Growth ₹30.9222
↑ 0.16 ₹16 5,000 1,000 -4.9 -8.6 4.2 9.7 10.7 4.9 18.5 LIC MF Index Fund Sensex Growth ₹141.435
↓ -0.38 ₹82 5,000 1,000 -2.5 -6.5 3.7 9.6 13.1 13.1 8.2 LIC MF Banking & Financial Services Fund Growth ₹17.9665
↓ -0.04 ₹247 5,000 1,000 -5.7 -8.4 -3.8 9.5 8.3 6.1 0.5 LIC MF Equity Hybrid Fund Growth ₹177.212
↑ 1.19 ₹508 5,000 1,000 -5.6 -8.4 4.9 9.1 9.6 8.4 17 LIC MF Large Cap Fund Growth ₹50.3972
↑ 0.13 ₹1,414 5,000 1,000 -4.6 -10.4 4.4 7.7 10.7 10.4 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 25
The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. LIC MF Infrastructure Fund is a Equity - Sectoral fund was launched on 29 Feb 08. It is a fund with High risk and has given a Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on (Erstwhile LIC MF Midcap Fund) To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of mid-cap companies. However, there can be no assurance that the investment objective of the scheme will be realised. LIC MF Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 15. It is a fund with High risk and has given a Below is the key information for LIC MF Large and Midcap Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Scheme will be realised. LIC MF Tax Plan is a Equity - ELSS fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Tax Plan Returns up to 1 year are on (Erstwhile LIC MF Equity Fund) The main investment objective of the scheme is to provide capital growth by investing mainly in equities. The investment portfolio of the scheme will be
constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised. LIC MF Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Feb 99. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Multi Cap Fund Returns up to 1 year are on The main investment objective of the fund is to generate returns commensurate with the performance of the index either Nifty / Sensex based on the plans by investing in the respective index stocks subject to tracking errors. LIC MF Index Fund Nifty is a Others - Index Fund fund was launched on 14 Nov 02. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Index Fund Nifty Returns up to 1 year are on An open ended scheme which seeks to generate long term capital growth through a judicious mix of investment in quality debt securities and equities with relatively low risk levels through research based investments. LIC MF Childrens Fund is a Solutions - Childrens Fund fund was launched on 21 Nov 01. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Childrens Fund Returns up to 1 year are on The main investment objective of the fund is to generate returns commensurate with the performance of the index either Nifty / Sensex based on the plans by investing in the respective index stocks subject to tracking errors. LIC MF Index Fund Sensex is a Others - Index Fund fund was launched on 14 Nov 02. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Index Fund Sensex Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation for unit holders from a portfolio that is invested substantially in equity and equity related securities of companies engaged in banking & financial services sector. However, there can be no assurance that the investment objective of the Scheme will be realised. LIC MF Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 27 Mar 15. It is a fund with High risk and has given a Below is the key information for LIC MF Banking & Financial Services Fund Returns up to 1 year are on (Erstwhile LIC MF Balanced Fund) An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However, there is no assurance that the investment objective of the
Scheme will be realised. LIC MF Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Equity Hybrid Fund Returns up to 1 year are on (Erstwhile LIC MF Growth Fund) An open ended pure Growth scheme seeking to provide capital growth by investing mainly in equity instruments and also in debt and other permitted instruments of capital and money markets. The investment portfolio of the scheme will be constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme
will be realised. LIC MF Large Cap Fund is a Equity - Large Cap fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Large Cap Fund Returns up to 1 year are on 1. LIC MF Infrastructure Fund
CAGR/Annualized return of 8.7% since its launch. Return for 2024 was 47.8% , 2023 was 44.4% and 2022 was 7.9% . LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (20 Feb 25) ₹41.4695 ↑ 0.80 (1.98 %) Net Assets (Cr) ₹881 on 31 Jan 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio 0.83 Information Ratio 0.66 Alpha Ratio 16.19 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -14.3% 3 Month -15.6% 6 Month -19.7% 1 Year 11.5% 3 Year 23.5% 5 Year 22.3% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 47.8% 2022 44.4% 2021 7.9% 2020 46.6% 2019 -0.1% 2018 13.3% 2017 -14.6% 2016 42.2% 2015 -2.2% 2014 -6.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Data below for LIC MF Infrastructure Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. LIC MF Large and Midcap Fund
CAGR/Annualized return of 13.3% since its launch. Return for 2024 was 27.9% , 2023 was 26.7% and 2022 was -2.3% . LIC MF Large and Midcap Fund
Growth Launch Date 25 Feb 15 NAV (20 Feb 25) ₹34.6737 ↑ 0.36 (1.04 %) Net Assets (Cr) ₹2,916 on 31 Jan 25 Category Equity - Large & Mid Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 1.92 Sharpe Ratio 0.62 Information Ratio -0.57 Alpha Ratio 4.45 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -7.3% 3 Month -8.4% 6 Month -11.7% 1 Year 9.3% 3 Year 13.1% 5 Year 15.3% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.9% 2022 26.7% 2021 -2.3% 2020 33.3% 2019 14.1% 2018 10.9% 2017 -5% 2016 40.1% 2015 13.2% 2014 Fund Manager information for LIC MF Large and Midcap Fund
Name Since Tenure Data below for LIC MF Large and Midcap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. LIC MF Tax Plan
CAGR/Annualized return of 11% since its launch. Ranked 35 in ELSS category. Return for 2024 was 22.6% , 2023 was 26.3% and 2022 was -1.6% . LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (20 Feb 25) ₹140.24 ↑ 0.58 (0.42 %) Net Assets (Cr) ₹1,093 on 31 Jan 25 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.9 Information Ratio -0.09 Alpha Ratio 7.94 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -5.4% 3 Month -5.6% 6 Month -7.6% 1 Year 11.4% 3 Year 12.8% 5 Year 13.1% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.6% 2022 26.3% 2021 -1.6% 2020 26.2% 2019 8.9% 2018 11.9% 2017 -1.1% 2016 37.3% 2015 3.3% 2014 -3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Data below for LIC MF Tax Plan as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. LIC MF Multi Cap Fund
CAGR/Annualized return of 9.7% since its launch. Ranked 61 in Multi Cap category. Return for 2024 was 18.8% , 2023 was 28.8% and 2022 was -2.6% . LIC MF Multi Cap Fund
Growth Launch Date 15 Feb 99 NAV (20 Feb 25) ₹87.9303 ↑ 0.40 (0.46 %) Net Assets (Cr) ₹992 on 31 Jan 25 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 0.3 Information Ratio -0.47 Alpha Ratio 0.4 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Multi Cap Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -10% 3 Month -9.5% 6 Month -13.4% 1 Year 1.8% 3 Year 10.3% 5 Year 11.2% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.8% 2022 28.8% 2021 -2.6% 2020 20.2% 2019 10.4% 2018 13.7% 2017 -7.7% 2016 25.7% 2015 2.2% 2014 -7.7% Fund Manager information for LIC MF Multi Cap Fund
Name Since Tenure Data below for LIC MF Multi Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. LIC MF Index Fund Nifty
CAGR/Annualized return of 12.6% since its launch. Ranked 80 in Index Fund category. Return for 2024 was 8.8% , 2023 was 19.8% and 2022 was 4.7% . LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (20 Feb 25) ₹126.382 ↓ -0.11 (-0.09 %) Net Assets (Cr) ₹314 on 31 Jan 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.95 Sharpe Ratio 0.17 Information Ratio -10.81 Alpha Ratio -1.13 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (1%),1 Months and above(NIL) Sub Cat. Index Fund Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -1.8% 3 Month -2.6% 6 Month -7.3% 1 Year 3.3% 3 Year 10% 5 Year 13.6% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 8.8% 2022 19.8% 2021 4.7% 2020 23.8% 2019 14.7% 2018 12.6% 2017 2.6% 2016 28.6% 2015 2.7% 2014 -4.1% Fund Manager information for LIC MF Index Fund Nifty
Name Since Tenure Data below for LIC MF Index Fund Nifty as on 31 Jan 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. LIC MF Childrens Fund
CAGR/Annualized return of 4.9% since its launch. Return for 2024 was 18.5% , 2023 was 22.1% and 2022 was -1% . LIC MF Childrens Fund
Growth Launch Date 21 Nov 01 NAV (20 Feb 25) ₹30.9222 ↑ 0.16 (0.52 %) Net Assets (Cr) ₹16 on 31 Jan 25 Category Solutions - Childrens Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 0.55 Information Ratio 0 Alpha Ratio 2.43 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Sub Cat. Childrens Fund Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Childrens Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -9.6% 3 Month -4.9% 6 Month -8.6% 1 Year 4.2% 3 Year 9.7% 5 Year 10.7% 10 Year 15 Year Since launch 4.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.5% 2022 22.1% 2021 -1% 2020 15.5% 2019 12.4% 2018 13.2% 2017 -8% 2016 14.1% 2015 9.7% 2014 -1.2% Fund Manager information for LIC MF Childrens Fund
Name Since Tenure Data below for LIC MF Childrens Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. LIC MF Index Fund Sensex
CAGR/Annualized return of 13.1% since its launch. Ranked 79 in Index Fund category. Return for 2024 was 8.2% , 2023 was 19% and 2022 was 4.6% . LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (20 Feb 25) ₹141.435 ↓ -0.38 (-0.27 %) Net Assets (Cr) ₹82 on 31 Jan 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.98 Sharpe Ratio 0.14 Information Ratio -8.72 Alpha Ratio -1.14 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (1%),1 Months and above(NIL) Sub Cat. Index Fund Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -1.7% 3 Month -2.5% 6 Month -6.5% 1 Year 3.7% 3 Year 9.6% 5 Year 13.1% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 8.2% 2022 19% 2021 4.6% 2020 21.9% 2019 15.9% 2018 14.6% 2017 5.6% 2016 27.4% 2015 1.6% 2014 -5.4% Fund Manager information for LIC MF Index Fund Sensex
Name Since Tenure Data below for LIC MF Index Fund Sensex as on 31 Jan 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. LIC MF Banking & Financial Services Fund
CAGR/Annualized return of 6.1% since its launch. Return for 2024 was 0.5% , 2023 was 20.5% and 2022 was 19.6% . LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (20 Feb 25) ₹17.9665 ↓ -0.04 (-0.25 %) Net Assets (Cr) ₹247 on 31 Jan 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio -0.44 Information Ratio -0.12 Alpha Ratio -14.6 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -2.5% 3 Month -5.7% 6 Month -8.4% 1 Year -3.8% 3 Year 9.5% 5 Year 8.3% 10 Year 15 Year Since launch 6.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 0.5% 2022 20.5% 2021 19.6% 2020 9.8% 2019 -2.1% 2018 19.9% 2017 -18% 2016 32.7% 2015 10.5% 2014 Fund Manager information for LIC MF Banking & Financial Services Fund
Name Since Tenure Data below for LIC MF Banking & Financial Services Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. LIC MF Equity Hybrid Fund
CAGR/Annualized return of 8.4% since its launch. Ranked 27 in Hybrid Equity category. Return for 2024 was 17% , 2023 was 19.3% and 2022 was -2.2% . LIC MF Equity Hybrid Fund
Growth Launch Date 3 Feb 99 NAV (20 Feb 25) ₹177.212 ↑ 1.19 (0.68 %) Net Assets (Cr) ₹508 on 31 Jan 25 Category Hybrid - Hybrid Equity AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 0.39 Information Ratio -0.52 Alpha Ratio 0.21 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Hybrid Equity Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -4.4% 3 Month -5.6% 6 Month -8.4% 1 Year 4.9% 3 Year 9.1% 5 Year 9.6% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 17% 2022 19.3% 2021 -2.2% 2020 15.5% 2019 9.6% 2018 13.5% 2017 -4.5% 2016 20.4% 2015 5.5% 2014 -6.8% Fund Manager information for LIC MF Equity Hybrid Fund
Name Since Tenure Data below for LIC MF Equity Hybrid Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. LIC MF Large Cap Fund
CAGR/Annualized return of 10.4% since its launch. Ranked 66 in Large Cap category. Return for 2024 was 14.2% , 2023 was 16.9% and 2022 was -1.6% . LIC MF Large Cap Fund
Growth Launch Date 3 Feb 99 NAV (20 Feb 25) ₹50.3972 ↑ 0.13 (0.27 %) Net Assets (Cr) ₹1,414 on 31 Jan 25 Category Equity - Large Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.06 Sharpe Ratio 0.42 Information Ratio -1.21 Alpha Ratio 1.25 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large Cap Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -5.5% 3 Month -4.6% 6 Month -10.4% 1 Year 4.4% 3 Year 7.7% 5 Year 10.7% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 14.2% 2022 16.9% 2021 -1.6% 2020 23.8% 2019 13.8% 2018 15% 2017 0.7% 2016 26.8% 2015 2.3% 2014 -2.6% Fund Manager information for LIC MF Large Cap Fund
Name Since Tenure Data below for LIC MF Large Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
FAQs
1. What is the current worth of LIC Mutual Fund?
A: The LIC Mutual Fund currently has operative funds of Rs.289.57 crores. You can invest in twenty-two different schemes under the LIC Mutual Fund. Depending upon the amount of money you wish to invest, you can select a particular scheme.
2. What are the documents that I will need to invest in LIC MF?
A: To invest in LIC Mutual Fund, you will need identity proof such as your PAN Card and address proof, a copy of your Aadhar card or passport. You will also have to submit your Bank details.
3. Is LIC Mutual Funds KYC compliant?
A: Yes. Hence, along with all the KYC compliant documents, you will have to submit the duly filled out KYC Form to start investing in LIC Mutual Funds.
4. Can I invest in LIC Mutual Fund online?
A: Yes, you can - Log in to the official website and register yourself. You will have to upload all the KYC related documents to open the account and register yourself. Once the registration process is completed, you can start investing.
5. What is the LIC Mutual Fund Tax plan?
A: The plan is designed to help investors grow the wealth and at the same time enjoy tax rebates under Section 80C of the income tax Act or 1961. It is an open-ended equity linked Tax Saving Scheme. It also has the lowest lock-in period of only 3-years.
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6. How is the performance of LIC MF Large and mid-cap funds?
A: The LIC MF Large and Mid Cap segment has shown consistent returns of 8.03% in the past three years. Annually, it has delivered returns of 12.86%. In the large and mid-cap section, the LIC MF Large and Mid Cap Mutual Fund have performed better than most other mutual funds.
7. I want to know about LIC Mutual Fund Banking and PSU Debt?
A: The LIC Mutual Fund Banking and PSU Debt have moderate risk as it consists primarily of Debentures and Municipal Bonds. It also has no exit load and a lower expense ratio, which is 0.28%. However, the average maturity age for the LIC Mutual Fund Banking and PSU Debt is three years.
8. What should I keep in mind while investing in LIC Mutual Funds?
A: When you invest in LIC Mutual Funds, you should consider the amount of investment you are prepared to make and the returns you expect. It would be best if you also considered the tax that you have to pay on your Earnings. Once you have considered all of these aspects, you can select a particular LIC Mutual Fund type.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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