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ફિન્કેશ »LIC મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ
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- LIC મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
- શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ
- FAQs
- 1. LIC મ્યુચ્યુઅલ ફંડનું વર્તમાન મૂલ્ય શું છે?
- 2. LIC MFમાં રોકાણ કરવા માટે મારે કયા દસ્તાવેજોની જરૂર પડશે?
- 3. શું LIC મ્યુચ્યુઅલ ફંડ KYC સુસંગત છે?
- 4. શું હું LIC મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન રોકાણ કરી શકું?
- 5. LIC મ્યુચ્યુઅલ ફંડ ટેક્સ પ્લાન શું છે?
- 6. LIC MF લાર્જ અને મિડ-કેપ ફંડ્સનું પ્રદર્શન કેવું છે?
- 7. મારે LIC મ્યુચ્યુઅલ ફંડ બેન્કિંગ અને PSU ડેટ વિશે જાણવું છે?
- 8. LIC મ્યુચ્યુઅલ ફંડમાં રોકાણ કરતી વખતે મારે શું ધ્યાનમાં રાખવું જોઈએ?
Top 10 Funds
10 શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ 2022
ભારતની અગ્રણી બ્રાન્ડની સહયોગી કંપની હોવાને કારણે,LIC મ્યુચ્યુઅલ ફંડ એસેટ મેનેજમેન્ટ ક્ષેત્રમાં માન્ય ખેલાડીઓ પૈકી એક છે. ફંડ હાઉસ વિશાળ ઓફર કરે છેશ્રેણી માં મ્યુચ્યુઅલ ફંડ યોજનાઓબજાર. જેવા વિકલ્પોમાંથી રોકાણકારો પસંદ કરી શકે છેઇક્વિટી ફંડ્સ,ડેટ ફંડ,લિક્વિડ ફંડ્સ,હાઇબ્રિડ ફંડ, વગેરે
આદર્શ રીતે, તમારે એવું ફંડ પસંદ કરવું જોઈએ જે તમારા રોકાણના લક્ષ્યોને લગતી તમારી જરૂરિયાતોને શ્રેષ્ઠ રીતે બંધબેસે. લાંબા સમય સુધી-ટર્મ પ્લાન, ઇક્વિટી શ્રેષ્ઠ અનુકૂળ છે, જ્યારે ટૂંકા ગાળા માટે તમે પસંદ કરી શકો છોરોકાણ દેવામાંમ્યુચ્યુઅલ ફંડ. માં રોકાણ કરવાના શ્રેષ્ઠ ભાગોમાંથી એકએલ.આઈ.સી મ્યુચ્યુઅલ ફંડ એ છે કે તેની પાસે એક મજબૂત જોખમ વ્યવસ્થાપન ટીમ છે જે બજારના વલણોની આગાહી કરે છે અને તે મુજબ તમારા પોર્ટફોલિયોને સંતુલિત કરવામાં મદદ કરે છે. રોકાણ કરવાની યોજના બનાવી રહેલા રોકાણકારો નીચે સૂચિબદ્ધ ટોચની 10 શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓમાંથી ફંડ પસંદ કરી શકે છે.
એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.
LIC મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
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તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ
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 ₹42.1136
↓ -1.60 ₹763 5,000 1,000 -19.5 -16.9 7.5 22 34.3 8.8 47.8 LIC MF Large and Midcap Fund Growth ₹34.8889
↓ -0.94 ₹2,598 5,000 1,000 -12.2 -11.4 8.2 12.2 24.8 13.2 27.9 LIC MF Tax Plan Growth ₹142.661
↓ -2.60 ₹1,007 500 500 -9.2 -8.4 10.1 12.1 23.1 11 22.6 LIC MF Banking & Financial Services Fund Growth ₹18.825
↓ -0.13 ₹234 5,000 1,000 -2.4 -4.4 1.2 10.3 21.3 6.5 0.5 LIC MF Multi Cap Fund Growth ₹86.4193
↓ -2.29 ₹875 5,000 1,000 -15.5 -16.5 -1.6 9 18.8 9.6 18.8 LIC MF Equity Hybrid Fund Growth ₹177.652
↓ -3.33 ₹468 5,000 1,000 -7.8 -8.9 3.2 8.9 15.9 8.4 17 LIC MF Index Fund Nifty Growth ₹126.182
↓ -1.91 ₹295 5,000 1,000 -4.6 -8.6 1.9 8.4 23.1 12.5 8.8 LIC MF Childrens Fund Growth ₹30.4289
↓ -0.84 ₹14 5,000 1,000 -13.7 -10.7 1.8 8.1 17.2 4.8 18.5 LIC MF Index Fund Sensex Growth ₹140.535
↓ -1.73 ₹78 5,000 1,000 -5 -7.9 1.6 7.7 22.2 13 8.2 LIC MF Bond Fund Growth ₹71.4406
↑ 0.11 ₹192 5,000 1,000 3.2 4.7 9.6 7.2 5.9 7.8 9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 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 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 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 (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 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 LIC MF Bond Fund is an open-ended debt scheme, which will endeavor to generate an attractive return for its investors by investing in a portfolio of quality debt securities and money market instruments. However, there is no assurance that the investment objective of the Scheme will be realised. LIC MF Bond Fund is a Debt - Medium to Long term fund was launched on 15 Sep 99. It is a fund with Moderate risk and has given a Below is the key information for LIC MF Bond Fund Returns up to 1 year are on 1. LIC MF Infrastructure Fund
CAGR/Annualized return of 8.8% 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 (04 Apr 25) ₹42.1136 ↓ -1.60 (-3.66 %) Net Assets (Cr) ₹763 on 28 Feb 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio 0.01 Information Ratio 0.28 Alpha Ratio 14.17 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 31 Mar 20 ₹10,000 31 Mar 21 ₹16,888 31 Mar 22 ₹22,193 31 Mar 23 ₹22,783 31 Mar 24 ₹36,820 31 Mar 25 ₹42,656 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 5.9% 3 Month -19.5% 6 Month -16.9% 1 Year 7.5% 3 Year 22% 5 Year 34.3% 10 Year 15 Year Since launch 8.8% 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 Yogesh Patil 18 Sep 20 4.53 Yr. Mahesh Bendre 1 Jul 24 0.75 Yr. Data below for LIC MF Infrastructure Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 53.11% Basic Materials 11.98% Consumer Cyclical 9.02% Utility 8.21% Financial Services 6.04% Real Estate 2.74% Technology 2.16% Communication Services 1.9% Energy 0.74% Health Care 0.65% Asset Allocation
Asset Class Value Cash 2.97% Equity 97.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP5% ₹37 Cr 456,240
↑ 9,011 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006555% ₹36 Cr 94,287 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004003% ₹25 Cr 724,927 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329553% ₹21 Cr 571,332 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER3% ₹20 Cr 332,049
↑ 536 Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS3% ₹20 Cr 490,363
↑ 54,480 Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | 5004802% ₹18 Cr 66,848 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 24 | 5001032% ₹18 Cr 983,002 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5004932% ₹16 Cr 160,178 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 5222752% ₹16 Cr 121,339 2. LIC MF Large and Midcap Fund
CAGR/Annualized return of 13.2% 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 (04 Apr 25) ₹34.8889 ↓ -0.94 (-2.63 %) Net Assets (Cr) ₹2,598 on 28 Feb 25 Category Equity - Large & Mid Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 1.92 Sharpe Ratio -0.02 Information Ratio -0.71 Alpha Ratio 5.34 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 31 Mar 20 ₹10,000 31 Mar 21 ₹16,030 31 Mar 22 ₹20,106 31 Mar 23 ₹18,790 31 Mar 24 ₹25,929 31 Mar 25 ₹29,891 Returns for LIC MF Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 4.8% 3 Month -12.2% 6 Month -11.4% 1 Year 8.2% 3 Year 12.2% 5 Year 24.8% 10 Year 15 Year Since launch 13.2% 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 Yogesh Patil 18 Sep 20 4.54 Yr. Dikshit Mittal 1 Jun 23 1.83 Yr. Data below for LIC MF Large and Midcap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 24.53% Industrials 22.2% Consumer Cyclical 16.41% Basic Materials 9.16% Health Care 6.48% Technology 6.14% Energy 3.14% Consumer Defensive 2.77% Utility 2.41% Communication Services 1.74% Real Estate 1.16% Asset Allocation
Asset Class Value Cash 3.51% Equity 96.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK5% ₹141 Cr 814,691 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹133 Cr 1,104,252 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹102 Cr 1,262,960
↑ 5,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 5002513% ₹74 Cr 152,035 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5006553% ₹73 Cr 193,087
↑ 135 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK3% ₹68 Cr 355,421 Shriram Finance Ltd (Financial Services)
Equity, Since 31 May 23 | SHRIRAMFIN2% ₹63 Cr 1,021,798 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329552% ₹58 Cr 1,608,375
↑ 69,627 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5004932% ₹56 Cr 547,005 Abbott India Ltd (Healthcare)
Equity, Since 31 Dec 23 | ABBOTINDIA2% ₹53 Cr 17,513 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 (04 Apr 25) ₹142.661 ↓ -2.60 (-1.79 %) Net Assets (Cr) ₹1,007 on 28 Feb 25 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 0.11 Information Ratio -0.13 Alpha Ratio 7.71 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹15,301 31 Mar 22 ₹18,613 31 Mar 23 ₹18,084 31 Mar 24 ₹23,904 31 Mar 25 ₹27,421 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 4.9% 3 Month -9.2% 6 Month -8.4% 1 Year 10.1% 3 Year 12.1% 5 Year 23.1% 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 Yogesh Patil 1 Jul 24 0.75 Yr. Dikshit Mittal 31 Jul 23 1.67 Yr. Data below for LIC MF Tax Plan as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 28.82% Consumer Cyclical 20.62% Industrials 16.66% Consumer Defensive 8.4% Technology 8.12% Basic Materials 6.62% Health Care 4.27% Energy 1.84% Communication Services 1.11% Asset Allocation
Asset Class Value Cash 3.55% Equity 96.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹82 Cr 680,968 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK8% ₹79 Cr 458,211 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP6% ₹60 Cr 743,640 Infosys Ltd (Technology)
Equity, Since 31 Oct 14 | INFY3% ₹35 Cr 205,257 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 5002513% ₹34 Cr 69,085 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹32 Cr 460,575 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN3% ₹30 Cr 210,855 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322153% ₹25 Cr 250,779 Blue Star Ltd (Industrials)
Equity, Since 31 Oct 22 | BLUESTARCO3% ₹25 Cr 131,363 SRF Ltd (Industrials)
Equity, Since 31 May 21 | SRF2% ₹22 Cr 78,642 4. LIC MF Banking & Financial Services Fund
CAGR/Annualized return of 6.5% 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 (04 Apr 25) ₹18.825 ↓ -0.13 (-0.66 %) Net Assets (Cr) ₹234 on 28 Feb 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio -0.66 Information Ratio -0.23 Alpha Ratio -18.02 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 31 Mar 20 ₹10,000 31 Mar 21 ₹15,843 31 Mar 22 ₹17,046 31 Mar 23 ₹19,204 31 Mar 24 ₹23,122 31 Mar 25 ₹24,229 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 7.3% 3 Month -2.4% 6 Month -4.4% 1 Year 1.2% 3 Year 10.3% 5 Year 21.3% 10 Year 15 Year Since launch 6.5% 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 Jaiprakash Toshniwal 6 Sep 21 3.57 Yr. Data below for LIC MF Banking & Financial Services Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 95.03% Consumer Cyclical 1.56% Technology 1.52% Asset Allocation
Asset Class Value Cash 1.89% Equity 98.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK23% ₹53 Cr 308,337
↓ -9,436 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK11% ₹26 Cr 217,094
↓ -1,106 State Bank of India (Financial Services)
Equity, Since 31 Mar 20 | SBIN8% ₹19 Cr 275,507
↓ -1,403 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 5322158% ₹19 Cr 185,155
↓ -943 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | KOTAKBANK4% ₹9 Cr 45,030
↓ -229 MAS Financial Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 22 | MASFIN4% ₹9 Cr 366,678
↑ 14,660 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | M&MFIN3% ₹7 Cr 258,608
↓ -1,317 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5328103% ₹7 Cr 182,314
↓ -928 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 22 | CSBBANK3% ₹7 Cr 231,741
↑ 7,273 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 22 | CREDITACC3% ₹6 Cr 67,618
↓ -344 5. LIC MF Multi Cap Fund
CAGR/Annualized return of 9.6% 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 (04 Apr 25) ₹86.4193 ↓ -2.29 (-2.59 %) Net Assets (Cr) ₹875 on 28 Feb 25 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.4 Information Ratio -0.64 Alpha Ratio -0.46 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 31 Mar 20 ₹10,000 31 Mar 21 ₹14,704 31 Mar 22 ₹16,607 31 Mar 23 ₹16,372 31 Mar 24 ₹21,991 31 Mar 25 ₹22,357 Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 4.6% 3 Month -15.5% 6 Month -16.5% 1 Year -1.6% 3 Year 9% 5 Year 18.8% 10 Year 15 Year Since launch 9.6% 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 Nikhil Rungta 1 Jul 24 0.75 Yr. Jaiprakash Toshniwal 31 Jul 23 1.67 Yr. Data below for LIC MF Multi Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 20.63% Industrials 16.4% Consumer Cyclical 16.26% Basic Materials 9.9% Consumer Defensive 9.18% Health Care 6.83% Technology 5.94% Utility 5.21% Real Estate 2.21% Communication Services 2.13% Asset Allocation
Asset Class Value Cash 3.24% Equity 96.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK5% ₹42 Cr 240,651 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346004% ₹34 Cr 4,204,798
↑ 650,335 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI4% ₹33 Cr 27,834 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA3% ₹29 Cr 1,507,754
↑ 38,454 VA Tech Wabag Ltd (Industrials)
Equity, Since 30 Nov 23 | 5332693% ₹26 Cr 201,082 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5328273% ₹25 Cr 6,131
↑ 955 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | KOTAKBANK3% ₹24 Cr 125,796
↑ 25,244 Tata Power Co Ltd (Utilities)
Equity, Since 31 May 24 | 5004003% ₹23 Cr 680,472 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | HINDUNILVR2% ₹21 Cr 97,620 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL2% ₹21 Cr 657,987
↑ 44,785 6. 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 (04 Apr 25) ₹177.652 ↓ -3.33 (-1.84 %) Net Assets (Cr) ₹468 on 28 Feb 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 -0.57 Alpha Ratio -0.91 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 31 Mar 20 ₹10,000 31 Mar 21 ₹13,744 31 Mar 22 ₹15,085 31 Mar 23 ₹14,913 31 Mar 24 ₹18,938 31 Mar 25 ₹20,360 Returns for LIC MF Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 3.9% 3 Month -7.8% 6 Month -8.9% 1 Year 3.2% 3 Year 8.9% 5 Year 15.9% 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 Sumit Bhatnagar 1 Jul 24 0.75 Yr. Karan Doshi 6 Sep 21 3.57 Yr. Pratik Shroff 26 Sep 23 1.51 Yr. Data below for LIC MF Equity Hybrid Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 2.96% Equity 71.96% Debt 25.08% Equity Sector Allocation
Sector Value Financial Services 15.08% Industrials 13.81% Consumer Cyclical 12.53% Technology 8.27% Consumer Defensive 5.77% Health Care 5.08% Basic Materials 4.15% Energy 3.55% Communication Services 2.15% Utility 0.99% Real Estate 0.57% Debt Sector Allocation
Sector Value Government 20.53% Corporate 4.55% Cash Equivalent 2.96% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK6% ₹29 Cr 165,786
↓ -5,731 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | ICICIBANK5% ₹22 Cr 180,727 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY4% ₹18 Cr 108,978 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹17 Cr 138,496 07.70 Kt Gs 2033
Sovereign Bonds | -3% ₹16 Cr 1,500,000 7.18% Govt Stock 2037
Sovereign Bonds | -3% ₹15 Cr 1,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | MARUTI2% ₹11 Cr 9,401 NLc India Limited
Debentures | -2% ₹11 Cr 100 07.73 Kt Gs 2034
Sovereign Bonds | -2% ₹11 Cr 1,000,000 Maharashtra (Government of) 7.45%
- | -2% ₹11 Cr 1,000,000 7. LIC MF Index Fund Nifty
CAGR/Annualized return of 12.5% 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 (04 Apr 25) ₹126.182 ↓ -1.91 (-1.49 %) Net Assets (Cr) ₹295 on 28 Feb 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.95 Sharpe Ratio -0.42 Information Ratio -10.54 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 31 Mar 20 ₹10,000 31 Mar 21 ₹16,987 31 Mar 22 ₹20,186 31 Mar 23 ₹20,119 31 Mar 24 ₹25,847 31 Mar 25 ₹27,264 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 3.6% 3 Month -4.6% 6 Month -8.6% 1 Year 1.9% 3 Year 8.4% 5 Year 23.1% 10 Year 15 Year Since launch 12.5% 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 Sumit Bhatnagar 3 Oct 23 1.49 Yr. Data below for LIC MF Index Fund Nifty as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 0.11% Equity 99.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK13% ₹39 Cr 226,701
↑ 672 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK9% ₹25 Cr 210,185
↑ 565 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE8% ₹24 Cr 202,370
↑ 613 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY6% ₹18 Cr 107,183 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL4% ₹13 Cr 79,863
↑ 278 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹11 Cr 35,103
↑ 207 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC4% ₹11 Cr 277,399
↑ 1,604 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS4% ₹11 Cr 30,500
↑ 181 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹9 Cr 84,854 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK3% ₹8 Cr 43,741
↑ 254 8. LIC MF Childrens Fund
CAGR/Annualized return of 4.8% 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 (04 Apr 25) ₹30.4289 ↓ -0.84 (-2.69 %) Net Assets (Cr) ₹14 on 28 Feb 25 Category Solutions - Childrens Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderately High Expense Ratio 2.25 Sharpe Ratio -0.41 Information Ratio -0.36 Alpha Ratio -2.08 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 31 Mar 20 ₹10,000 31 Mar 21 ₹14,450 31 Mar 22 ₹16,138 31 Mar 23 ₹15,703 31 Mar 24 ₹20,158 31 Mar 25 ₹21,019 Returns for LIC MF Childrens Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 6.2% 3 Month -13.7% 6 Month -10.7% 1 Year 1.8% 3 Year 8.1% 5 Year 17.2% 10 Year 15 Year Since launch 4.8% 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 Nikhil Rungta 1 Jul 24 0.75 Yr. Pratik Shroff 26 Sep 23 1.51 Yr. Data below for LIC MF Childrens Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 3.28% Equity 85.66% Debt 11.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -11% ₹2 Cr 150,000 Quadrant Future Tek Ltd (Industrials)
Equity, Since 31 Jan 25 | QUADFUTURE5% ₹1 Cr 17,150 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346004% ₹1 Cr 68,761
↑ 16,360 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK4% ₹1 Cr 4,550 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY4% ₹1 Cr 3,202 Enviro Infra Engineers Ltd (Industrials)
Equity, Since 30 Nov 24 | EIEL4% ₹1 Cr 24,827
↑ 572 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 5004003% ₹0 Cr 13,302 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | MARUTI3% ₹0 Cr 372 International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL3% ₹0 Cr 9,517
↑ 277 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹0 Cr 5,353
↓ -3,136 9. LIC MF Index Fund Sensex
CAGR/Annualized return of 13% 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 (04 Apr 25) ₹140.535 ↓ -1.73 (-1.22 %) Net Assets (Cr) ₹78 on 28 Feb 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.98 Sharpe Ratio -0.41 Information Ratio -8.57 Alpha Ratio -1.18 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 31 Mar 20 ₹10,000 31 Mar 21 ₹16,719 31 Mar 22 ₹19,759 31 Mar 23 ₹19,957 31 Mar 24 ₹24,979 31 Mar 25 ₹26,262 Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 3.1% 3 Month -5% 6 Month -7.9% 1 Year 1.6% 3 Year 7.7% 5 Year 22.2% 10 Year 15 Year Since launch 13% 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 Sumit Bhatnagar 3 Oct 23 1.49 Yr. Data below for LIC MF Index Fund Sensex as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 0.03% Equity 99.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK15% ₹12 Cr 69,625
↑ 402 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 53217410% ₹8 Cr 64,941
↑ 390 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE10% ₹7 Cr 62,325
↑ 415 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY7% ₹6 Cr 33,246
↑ 200 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹4 Cr 24,617
↑ 140 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT4% ₹3 Cr 10,756
↑ 78 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC4% ₹3 Cr 85,280
↑ 645 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS4% ₹3 Cr 9,313
↑ 64 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322153% ₹3 Cr 26,195
↑ 120 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK3% ₹3 Cr 13,499 10. LIC MF Bond Fund
CAGR/Annualized return of 7.8% since its launch. Return for 2024 was 9% , 2023 was 6.5% and 2022 was 2.8% . LIC MF Bond Fund
Growth Launch Date 15 Sep 99 NAV (04 Apr 25) ₹71.4406 ↑ 0.11 (0.15 %) Net Assets (Cr) ₹192 on 15 Mar 25 Category Debt - Medium to Long term AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderate Expense Ratio 1.04 Sharpe Ratio 0.46 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Yield to Maturity 7.12% Effective Maturity 7 Years 10 Months 28 Days Modified Duration 5 Years 10 Months 20 Days Sub Cat. Medium to Long term Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹10,540 31 Mar 22 ₹10,788 31 Mar 23 ₹11,246 31 Mar 24 ₹12,113 31 Mar 25 ₹13,177 Returns for LIC MF Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 2.6% 3 Month 3.2% 6 Month 4.7% 1 Year 9.6% 3 Year 7.2% 5 Year 5.9% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 9% 2022 6.5% 2021 2.8% 2020 1.3% 2019 8.8% 2018 9.7% 2017 4.9% 2016 2.2% 2015 12.3% 2014 5.6% Fund Manager information for LIC MF Bond Fund
Name Since Tenure Marzban Irani 10 Aug 16 8.65 Yr. Pratik Shroff 26 Sep 23 1.51 Yr. Data below for LIC MF Bond Fund as on 15 Mar 25
Asset Allocation
Asset Class Value Cash 2.72% Debt 97.02% Other 0.26% Debt Sector Allocation
Sector Value Government 86.11% Corporate 10.91% Cash Equivalent 2.72% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -24% ₹47 Cr 4,450,000 07.70 MH Sgs 2033
Sovereign Bonds | -22% ₹41 Cr 4,000,000 07.80 GJ Sdl 2032
Sovereign Bonds | -14% ₹26 Cr 2,500,000 07.64 MH Sgs 2032
Sovereign Bonds | -8% ₹16 Cr 1,500,000 07.71 MH Sdl 2033
Sovereign Bonds | -7% ₹13 Cr 1,250,000 7.18% Govt Stock 2033
Sovereign Bonds | -7% ₹13 Cr 1,250,000 HDFC Bank Limited
Debentures | -6% ₹11 Cr 100 Reliance Utilities And Power Private Limited
Debentures | -5% ₹10 Cr 1,000 6.79% Government Of India (07/10/2034)
Sovereign Bonds | -3% ₹5 Cr 500,000
↓ -200,000 07.72 MH Sdl 2034
Sovereign Bonds | -2% ₹3 Cr 300,000
FAQs
1. LIC મ્યુચ્યુઅલ ફંડનું વર્તમાન મૂલ્ય શું છે?
અ: LIC મ્યુચ્યુઅલ ફંડ પાસે હાલમાં રૂ.289.57 કરોડનું ઓપરેટિવ ફંડ છે. તમે LIC મ્યુચ્યુઅલ ફંડ હેઠળ બાવીસ વિવિધ યોજનાઓમાં રોકાણ કરી શકો છો. તમે રોકાણ કરવા માંગો છો તે રકમના આધારે, તમે ચોક્કસ સ્કીમ પસંદ કરી શકો છો.
2. LIC MFમાં રોકાણ કરવા માટે મારે કયા દસ્તાવેજોની જરૂર પડશે?
અ: LIC મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવા માટે, તમારે ઓળખ પુરાવાની જરૂર પડશે જેમ કે તમારાપાન કાર્ડ અને સરનામાનો પુરાવો, તમારા આધાર કાર્ડ અથવા પાસપોર્ટની નકલ. તમારે તમારું સબમિટ પણ કરવું પડશેબેંક વિગતો
3. શું LIC મ્યુચ્યુઅલ ફંડ KYC સુસંગત છે?
અ: હા. તેથી, તમામ KYC સુસંગત દસ્તાવેજો સાથે, તમારે યોગ્ય રીતે ભરેલા દસ્તાવેજો સબમિટ કરવા પડશેKYC ફોર્મ LIC મ્યુચ્યુઅલ ફંડમાં રોકાણ શરૂ કરવા માટે.
4. શું હું LIC મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન રોકાણ કરી શકું?
અ: હા, તમે કરી શકો છો - સત્તાવાર વેબસાઇટ પર લોગ ઇન કરો અને તમારી જાતને નોંધણી કરો. ખાતું ખોલવા અને તમારી જાતને રજીસ્ટર કરવા માટે તમારે બધા KYC સંબંધિત દસ્તાવેજો અપલોડ કરવા પડશે. એકવાર નોંધણી પ્રક્રિયા પૂર્ણ થઈ જાય, પછી તમે રોકાણ કરવાનું શરૂ કરી શકો છો.
5. LIC મ્યુચ્યુઅલ ફંડ ટેક્સ પ્લાન શું છે?
અ: આ યોજના રોકાણકારોને સંપત્તિ વધારવામાં મદદ કરવા અને તે જ સમયે કરમાં છૂટનો આનંદ માણવા માટે બનાવવામાં આવી છેકલમ 80C નાઆવક વેરો એક્ટ અથવા 1961. તે એક ઓપન-એન્ડેડ ઇક્વિટી લિંક્ડ છેટેક્સ સેવિંગ સ્કીમ. તે ફક્ત 3-વર્ષનો સૌથી ઓછો લોક-ઇન સમયગાળો પણ ધરાવે છે.
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6. LIC MF લાર્જ અને મિડ-કેપ ફંડ્સનું પ્રદર્શન કેવું છે?
અ: LIC MF લાર્જ અને મિડ કેપ સેગમેન્ટે સતત વળતર દર્શાવ્યું છે8.03% છેલ્લા ત્રણ વર્ષમાં. વાર્ષિક, તે નું વળતર વિતરિત કરે છે12.86%. મોટામાં અનેમિડ-કેપ વિભાગમાં, LIC MF લાર્જ અને મિડ કેપ મ્યુચ્યુઅલ ફંડે મોટાભાગના અન્ય મ્યુચ્યુઅલ ફંડ્સ કરતાં વધુ સારું પ્રદર્શન કર્યું છે.
7. મારે LIC મ્યુચ્યુઅલ ફંડ બેન્કિંગ અને PSU ડેટ વિશે જાણવું છે?
અ: LIC મ્યુચ્યુઅલ ફંડ બેન્કિંગ અને PSU ડેટમાં મધ્યમ જોખમ હોય છે કારણ કે તેમાં મુખ્યત્વે ડિબેન્ચર્સ અને મ્યુનિસિપલનો સમાવેશ થાય છે.બોન્ડ. તેમાં કોઈ એક્ઝિટ લોડ અને ઓછો ખર્ચ ગુણોત્તર પણ નથી, જે 0.28% છે. જોકે, LIC મ્યુચ્યુઅલ ફંડ બેન્કિંગ અને PSU ડેટ માટે સરેરાશ પાકતી ઉંમર ત્રણ વર્ષ છે.
8. LIC મ્યુચ્યુઅલ ફંડમાં રોકાણ કરતી વખતે મારે શું ધ્યાનમાં રાખવું જોઈએ?
અ: જ્યારે તમે LIC મ્યુચ્યુઅલ ફંડમાં રોકાણ કરો છો, ત્યારે તમારે રોકાણની રકમ અને તમે અપેક્ષા મુજબના વળતરને ધ્યાનમાં લેવું જોઈએ. તે શ્રેષ્ઠ રહેશે જો તમે તમારા પર ચૂકવવાના હોય તેવા ટેક્સને પણ ધ્યાનમાં લોકમાણી. એકવાર તમે આ તમામ પાસાઓને ધ્યાનમાં લીધા પછી, તમે ચોક્કસ LIC મ્યુચ્યુઅલ ફંડ પ્રકાર પસંદ કરી શકો છો.
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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