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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 (%) 2024 (%) LIC MF Infrastructure Fund Growth ₹38.9031
↓ -0.98 ₹881 5,000 1,000 -23.8 -25.9 3.7 21.4 22.3 8.3 47.8 LIC MF Large and Midcap Fund Growth ₹32.9444
↓ -0.63 ₹2,916 5,000 1,000 -15.3 -18.1 4.8 12 15.5 12.6 27.9 LIC MF Tax Plan Growth ₹134.894
↓ -2.34 ₹1,093 500 500 -11.3 -13 7.6 12 13.6 10.8 22.6 LIC MF Banking & Financial Services Fund Growth ₹17.6329
↓ -0.20 ₹247 5,000 1,000 -10.2 -11.2 -3.5 10.5 9.2 5.9 0.5 LIC MF Index Fund Nifty Growth ₹122.018
↓ -2.32 ₹314 5,000 1,000 -8.3 -12.4 0.8 9.7 14.5 12.4 8.8 LIC MF Multi Cap Fund Growth ₹82.9795
↓ -1.95 ₹992 5,000 1,000 -18.3 -20 -2.9 9.4 11.2 9.5 18.8 LIC MF Index Fund Sensex Growth ₹136.675
↓ -2.64 ₹82 5,000 1,000 -8.4 -11.3 1 9.3 14 12.9 8.2 LIC MF Equity Hybrid Fund Growth ₹170.383
↓ -2.64 ₹508 5,000 1,000 -11.6 -13.1 1.3 8.6 9.7 8.3 17 LIC MF Childrens Fund Growth ₹28.8623
↓ -0.51 ₹16 5,000 1,000 -15 -16.2 -2.3 8.1 10.2 4.6 18.5 LIC MF Large Cap Fund Growth ₹48.1233
↓ -1.00 ₹1,414 5,000 1,000 -12.5 -16.3 0.3 6.7 11 10.2 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 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 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 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 (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 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 (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 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 (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 8.3% 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 (28 Feb 25) ₹38.9031 ↓ -0.98 (-2.45 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,107 28 Feb 22 ₹15,282 28 Feb 23 ₹16,314 29 Feb 24 ₹26,343 28 Feb 25 ₹27,309 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -15.6% 3 Month -23.8% 6 Month -25.9% 1 Year 3.7% 3 Year 21.4% 5 Year 22.3% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% 2015 -6.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Yogesh Patil 18 Sep 20 4.38 Yr. Mahesh Bendre 1 Jul 24 0.59 Yr. Data below for LIC MF Infrastructure Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Industrials 50.6% Basic Materials 11.02% Consumer Cyclical 9.84% Utility 7.43% Financial Services 6.38% Technology 3.93% Real Estate 1.91% Communication Services 1.88% Energy 1.29% Health Care 0.2% Asset Allocation
Asset Class Value Cash 5.52% Equity 94.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006555% ₹43 Cr 86,410 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP5% ₹42 Cr 391,152 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329553% ₹26 Cr 525,720 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER3% ₹25 Cr 328,026 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 5222753% ₹25 Cr 120,063 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL2% ₹22 Cr 59,231
↑ 7,625 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004002% ₹22 Cr 554,470
↑ 80,934 Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | 5004802% ₹22 Cr 66,145 ISGEC Heavy Engineering Ltd (Industrials)
Equity, Since 31 Jul 24 | 5330332% ₹22 Cr 149,711 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5004932% ₹21 Cr 158,209
↑ 48,733 2. LIC MF Large and Midcap Fund
CAGR/Annualized return of 12.6% 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 (28 Feb 25) ₹32.9444 ↓ -0.63 (-1.88 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,870 28 Feb 22 ₹14,619 28 Feb 23 ₹14,301 29 Feb 24 ₹19,576 28 Feb 25 ₹20,523 Returns for LIC MF Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -9.9% 3 Month -15.3% 6 Month -18.1% 1 Year 4.8% 3 Year 12% 5 Year 15.5% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.9% 2023 26.7% 2022 -2.3% 2021 33.3% 2020 14.1% 2019 10.9% 2018 -5% 2017 40.1% 2016 13.2% 2015 Fund Manager information for LIC MF Large and Midcap Fund
Name Since Tenure Yogesh Patil 18 Sep 20 4.38 Yr. Dikshit Mittal 1 Jun 23 1.67 Yr. Data below for LIC MF Large and Midcap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Industrials 25.19% Financial Services 22.9% Consumer Cyclical 17.97% Basic Materials 9.88% Technology 5.29% Health Care 5.27% Consumer Defensive 3.45% Energy 2.59% Utility 2.36% Communication Services 1.16% Real Estate 1.13% Asset Allocation
Asset Class Value Cash 2.8% Equity 97.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK5% ₹150 Cr 845,123 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹147 Cr 1,146,090 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹140 Cr 1,313,856
↓ -30,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 5002514% ₹110 Cr 154,413 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5006553% ₹98 Cr 195,971 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329552% ₹78 Cr 1,562,824 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5008502% ₹65 Cr 743,717 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS2% ₹61 Cr 147,953 Shriram Finance Ltd (Financial Services)
Equity, Since 31 May 23 | SHRIRAMFIN2% ₹60 Cr 207,557 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 20 | 5063952% ₹59 Cr 311,832 3. LIC MF Tax Plan
CAGR/Annualized return of 10.8% 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 (28 Feb 25) ₹134.894 ↓ -2.34 (-1.70 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,317 28 Feb 22 ₹13,469 28 Feb 23 ₹13,435 29 Feb 24 ₹17,571 28 Feb 25 ₹18,908 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -7.6% 3 Month -11.3% 6 Month -13% 1 Year 7.6% 3 Year 12% 5 Year 13.6% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.6% 2023 26.3% 2022 -1.6% 2021 26.2% 2020 8.9% 2019 11.9% 2018 -1.1% 2017 37.3% 2016 3.3% 2015 -3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Yogesh Patil 1 Jul 24 0.59 Yr. Dikshit Mittal 31 Jul 23 1.51 Yr. Data below for LIC MF Tax Plan as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 26.11% Consumer Cyclical 21.51% Industrials 16.32% Consumer Defensive 8.83% Technology 8.3% Basic Materials 7.8% Health Care 3.7% Energy 1.63% Communication Services 1.24% Asset Allocation
Asset Class Value Cash 4.55% Equity 95.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹87 Cr 680,968 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK7% ₹81 Cr 458,211 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP7% ₹79 Cr 743,640 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 5002514% ₹49 Cr 69,085 Infosys Ltd (Technology)
Equity, Since 31 Oct 14 | INFY3% ₹39 Cr 205,257 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹37 Cr 460,575 Blue Star Ltd (Industrials)
Equity, Since 31 Oct 22 | BLUESTARCO2% ₹28 Cr 131,363 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322152% ₹27 Cr 250,779 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN2% ₹25 Cr 210,855 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT2% ₹25 Cr 68,942 4. LIC MF Banking & Financial Services Fund
CAGR/Annualized return of 5.9% 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 (28 Feb 25) ₹17.6329 ↓ -0.20 (-1.10 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,221 28 Feb 22 ₹11,506 28 Feb 23 ₹13,153 29 Feb 24 ₹16,066 28 Feb 25 ₹15,504 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -4.4% 3 Month -10.2% 6 Month -11.2% 1 Year -3.5% 3 Year 10.5% 5 Year 9.2% 10 Year 15 Year Since launch 5.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.5% 2023 20.5% 2022 19.6% 2021 9.8% 2020 -2.1% 2019 19.9% 2018 -18% 2017 32.7% 2016 10.5% 2015 Fund Manager information for LIC MF Banking & Financial Services Fund
Name Since Tenure Jaiprakash Toshniwal 6 Sep 21 3.41 Yr. Data below for LIC MF Banking & Financial Services Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 94.84% Technology 2.25% Consumer Cyclical 1.86% Asset Allocation
Asset Class Value Cash 1.06% Equity 98.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK22% ₹56 Cr 317,773
↓ -31,761 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK11% ₹28 Cr 218,200 State Bank of India (Financial Services)
Equity, Since 31 Mar 20 | SBIN8% ₹21 Cr 259,104 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 5322157% ₹18 Cr 173,243 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5328103% ₹8 Cr 183,242 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | KOTAKBANK3% ₹8 Cr 45,259 MAS Financial Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 22 | MASFIN3% ₹8 Cr 287,173
↑ 106,029 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 22 | CSBBANK3% ₹7 Cr 224,468 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | M&MFIN3% ₹7 Cr 259,925 IIFL Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5326362% ₹6 Cr 151,011 5. LIC MF Index Fund Nifty
CAGR/Annualized return of 12.4% 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 (28 Feb 25) ₹122.018 ↓ -2.32 (-1.86 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,920 28 Feb 22 ₹14,932 28 Feb 23 ₹15,414 29 Feb 24 ₹19,564 28 Feb 25 ₹19,715 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -5.8% 3 Month -8.3% 6 Month -12.4% 1 Year 0.8% 3 Year 9.7% 5 Year 14.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.8% 2023 19.8% 2022 4.7% 2021 23.8% 2020 14.7% 2019 12.6% 2018 2.6% 2017 28.6% 2016 2.7% 2015 -4.1% Fund Manager information for LIC MF Index Fund Nifty
Name Since Tenure Sumit Bhatnagar 3 Oct 23 1.33 Yr. Data below for LIC MF Index Fund Nifty as on 31 Jan 25
Asset Allocation
Asset Class Value Equity 100.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK13% ₹40 Cr 225,570
↑ 2,285 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK9% ₹27 Cr 209,209
↑ 2,119 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE8% ₹24 Cr 201,342
↑ 1,816 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY6% ₹20 Cr 106,859
↑ 1,047 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC4% ₹13 Cr 275,795
↑ 2,296 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL4% ₹13 Cr 79,585
↑ 689 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹13 Cr 34,896
↑ 235 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS4% ₹12 Cr 30,319
↑ 260 State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN3% ₹9 Cr 114,134
↑ 861 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹9 Cr 84,854
↑ 1,063 6. LIC MF Multi Cap Fund
CAGR/Annualized return of 9.5% 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 (28 Feb 25) ₹82.9795 ↓ -1.95 (-2.29 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,458 28 Feb 22 ₹12,972 28 Feb 23 ₹13,062 29 Feb 24 ₹17,472 28 Feb 25 ₹16,973 Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -11.8% 3 Month -18.3% 6 Month -20% 1 Year -2.9% 3 Year 9.4% 5 Year 11.2% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.8% 2023 28.8% 2022 -2.6% 2021 20.2% 2020 10.4% 2019 13.7% 2018 -7.7% 2017 25.7% 2016 2.2% 2015 -7.7% Fund Manager information for LIC MF Multi Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 0.59 Yr. Jaiprakash Toshniwal 31 Jul 23 1.51 Yr. Data below for LIC MF Multi Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 20.64% Industrials 18.43% Consumer Cyclical 18.16% Consumer Defensive 8.67% Basic Materials 7.96% Health Care 7.17% Technology 6.77% Utility 5.17% Real Estate 3.06% Communication Services 1.31% Energy 0.38% Asset Allocation
Asset Class Value Cash 2.27% Equity 97.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK5% ₹53 Cr 298,370
↓ -80,296 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA4% ₹39 Cr 1,469,300
↓ -39,479 State Bank of India (Financial Services)
Equity, Since 31 Jul 23 | SBIN3% ₹36 Cr 458,471 VA Tech Wabag Ltd (Industrials)
Equity, Since 30 Nov 23 | 5332693% ₹33 Cr 201,082 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹32 Cr 3,281,343
↑ 648,602 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI3% ₹30 Cr 27,834
↑ 4,366 Tata Power Co Ltd (Utilities)
Equity, Since 31 May 24 | 5004003% ₹27 Cr 680,472
↑ 112,574 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL2% ₹26 Cr 613,202
↑ 21,192 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5328272% ₹25 Cr 5,176 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | HINDUNILVR2% ₹23 Cr 97,620 7. LIC MF Index Fund Sensex
CAGR/Annualized return of 12.9% 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 (28 Feb 25) ₹136.675 ↓ -2.64 (-1.89 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,846 28 Feb 22 ₹14,714 28 Feb 23 ₹15,450 29 Feb 24 ₹19,044 28 Feb 25 ₹19,238 Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -5.5% 3 Month -8.4% 6 Month -11.3% 1 Year 1% 3 Year 9.3% 5 Year 14% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.2% 2023 19% 2022 4.6% 2021 21.9% 2020 15.9% 2019 14.6% 2018 5.6% 2017 27.4% 2016 1.6% 2015 -5.4% Fund Manager information for LIC MF Index Fund Sensex
Name Since Tenure Sumit Bhatnagar 3 Oct 23 1.33 Yr. Data below for LIC MF Index Fund Sensex as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 0.05% Equity 99.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK15% ₹12 Cr 68,615
↓ -48 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 53217410% ₹8 Cr 63,975
↓ -97 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE9% ₹7 Cr 61,383
↓ -232 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY7% ₹6 Cr 32,839
↓ -90 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC5% ₹4 Cr 83,877
↓ -190 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹4 Cr 24,340
↓ -36 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT5% ₹4 Cr 10,623
↓ -22 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS5% ₹4 Cr 9,138
↓ -73 State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN3% ₹3 Cr 34,958
↑ 27 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322153% ₹3 Cr 25,839
↓ -86 8. LIC MF Equity Hybrid Fund
CAGR/Annualized return of 8.3% 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 (28 Feb 25) ₹170.383 ↓ -2.64 (-1.53 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,212 28 Feb 22 ₹12,379 28 Feb 23 ₹12,427 29 Feb 24 ₹15,653 28 Feb 25 ₹15,858 Returns for LIC MF Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -7% 3 Month -11.6% 6 Month -13.1% 1 Year 1.3% 3 Year 8.6% 5 Year 9.7% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 17% 2023 19.3% 2022 -2.2% 2021 15.5% 2020 9.6% 2019 13.5% 2018 -4.5% 2017 20.4% 2016 5.5% 2015 -6.8% Fund Manager information for LIC MF Equity Hybrid Fund
Name Since Tenure Sumit Bhatnagar 1 Jul 24 0.59 Yr. Karan Doshi 6 Sep 21 3.41 Yr. Pratik Shroff 26 Sep 23 1.35 Yr. Data below for LIC MF Equity Hybrid Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 1.1% Equity 76.81% Debt 22.08% Equity Sector Allocation
Sector Value Consumer Cyclical 15.38% Industrials 15.22% Financial Services 15.16% Technology 7.88% Consumer Defensive 7.04% Health Care 4.67% Basic Materials 3.89% Energy 3.18% Communication Services 2.05% Real Estate 1.43% Utility 0.91% Debt Sector Allocation
Sector Value Government 18.09% Corporate 3.99% Cash Equivalent 1.1% 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% ₹32 Cr 180,518 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | ICICIBANK5% ₹25 Cr 193,030 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY4% ₹19 Cr 103,353 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹17 Cr 138,496 7.18% Govt Stock 2037
Sovereign Bonds | -3% ₹16 Cr 1,500,000 07.70 Kt Gs 2033
Sovereign Bonds | -3% ₹16 Cr 1,500,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 5002513% ₹14 Cr 19,555 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433582% ₹12 Cr 80,970 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | ITC2% ₹12 Cr 244,552 Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Oct 23 | PPLPHARMA2% ₹11 Cr 424,983
↓ -50,906 9. LIC MF Childrens Fund
CAGR/Annualized return of 4.6% 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 (28 Feb 25) ₹28.8623 ↓ -0.51 (-1.73 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,660 28 Feb 22 ₹12,863 28 Feb 23 ₹12,881 29 Feb 24 ₹16,645 28 Feb 25 ₹16,269 Returns for LIC MF Childrens Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -12.8% 3 Month -15% 6 Month -16.2% 1 Year -2.3% 3 Year 8.1% 5 Year 10.2% 10 Year 15 Year Since launch 4.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.5% 2023 22.1% 2022 -1% 2021 15.5% 2020 12.4% 2019 13.2% 2018 -8% 2017 14.1% 2016 9.7% 2015 -1.2% Fund Manager information for LIC MF Childrens Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 0.59 Yr. Pratik Shroff 26 Sep 23 1.35 Yr. Data below for LIC MF Childrens Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 3.52% Equity 87.41% Debt 9.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -9% ₹2 Cr 150,000 Enviro Infra Engineers Ltd (Industrials)
Equity, Since 30 Nov 24 | EIEL4% ₹1 Cr 24,255
↑ 24,255 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹1 Cr 8,489 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK4% ₹1 Cr 3,487
↓ -1,815 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY4% ₹1 Cr 3,202 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK3% ₹1 Cr 4,550
↓ -573 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 5004003% ₹1 Cr 13,302
↑ 1,739 International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | 5443113% ₹1 Cr 9,240
↑ 9,240 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹0 Cr 47,984
↑ 1,425 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT2% ₹0 Cr 1,121 10. LIC MF Large Cap Fund
CAGR/Annualized return of 10.2% 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 (28 Feb 25) ₹48.1233 ↓ -1.00 (-2.03 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,716 28 Feb 22 ₹13,891 28 Feb 23 ₹13,523 29 Feb 24 ₹16,802 28 Feb 25 ₹16,852 Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Feb 25 Duration Returns 1 Month -8.9% 3 Month -12.5% 6 Month -16.3% 1 Year 0.3% 3 Year 6.7% 5 Year 11% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.2% 2023 16.9% 2022 -1.6% 2021 23.8% 2020 13.8% 2019 15% 2018 0.7% 2017 26.8% 2016 2.3% 2015 -2.6% Fund Manager information for LIC MF Large Cap Fund
Name Since Tenure Sumit Bhatnagar 3 Oct 23 1.33 Yr. Nikhil Rungta 1 Jul 24 0.59 Yr. Data below for LIC MF Large Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 26.16% Industrials 15.96% Consumer Defensive 9.79% Technology 8.47% Energy 8.06% Consumer Cyclical 7.9% Utility 6.47% Health Care 5.64% Basic Materials 5.55% Communication Services 3.1% Real Estate 1.18% Asset Allocation
Asset Class Value Cash 1.72% Equity 98.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK10% ₹139 Cr 782,079 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK7% ₹96 Cr 750,210 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE6% ₹86 Cr 710,959
↑ 22,385 Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY5% ₹78 Cr 412,429 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹56 Cr 699,997 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT4% ₹55 Cr 152,864 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 15 | MARUTI4% ₹52 Cr 47,718 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL3% ₹45 Cr 283,145
↓ -36,175 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹38 Cr 356,220 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 23 | BEL3% ₹37 Cr 1,266,103
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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