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शीर्ष 10 सर्वोत्तम LIC म्युच्युअल फंड योजना 2022

Fincash »एलआयसी म्युच्युअल फंड »सर्वोत्कृष्ट एलआयसी म्युच्युअल फंड योजना

10 सर्वोत्कृष्ट LIC म्युच्युअल फंड योजना 2022

Updated on November 1, 2024 , 42452 views

भारतातील प्रमुख ब्रँडची सहयोगी कंपनी असल्याने,एलआयसी म्युच्युअल फंड मालमत्ता व्यवस्थापन क्षेत्रातील मान्यताप्राप्त खेळाडूंपैकी एक आहे. फंड हाऊस विस्तृत ऑफर देतेश्रेणी मध्ये म्युच्युअल फंड योजनांचेबाजार. यांसारख्या पर्यायांमधून गुंतवणूकदार निवडू शकतातइक्विटी फंड,कर्ज निधी,लिक्विड फंड,हायब्रीड फंड, इ.

तद्वतच, तुम्ही तुमच्या गुंतवणुकीच्या उद्दिष्टांशी संबंधित तुमच्या गरजांशी जुळणारा फंड निवडावा. दीर्घ काळासाठी-मुदत योजना, इक्विटी सर्वात योग्य आहे, तर अल्प-मुदतीसाठी तुम्ही प्राधान्य देऊ शकतागुंतवणूक कर्जातम्युच्युअल फंड. गुंतवणुकीच्या सर्वोत्तम भागांपैकी एकएलआयसी म्युच्युअल फंड असा आहे की त्याच्याकडे एक मजबूत जोखीम व्यवस्थापन संघ आहे जो बाजारातील ट्रेंडचा अंदाज लावतो आणि त्यानुसार तुमच्या पोर्टफोलिओमध्ये संतुलन राखण्यास मदत करतो. गुंतवणूक करण्याची योजना असलेले गुंतवणूकदार खाली सूचीबद्ध शीर्ष 10 सर्वोत्तम LIC म्युच्युअल फंड योजनांमधून फंड निवडू शकतात.

हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.

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सर्वोत्कृष्ट एलआयसी म्युच्युअल फंड योजना

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
LIC MF Infrastructure Fund Growth ₹50.3528
↑ 0.77
₹750 5,000 1,000 -3.820.269.43228.210.244.4
LIC MF Large and Midcap Fund Growth ₹38.5535
↑ 0.06
₹3,235 5,000 1,000 -2.815.245.416.619.71526.7
LIC MF Multi Cap Fund Growth ₹100.758
↑ 0.28
₹1,135 5,000 1,000 -2.812.933.714.315.210.528.8
LIC MF Tax Plan Growth ₹150.718
↑ 0.02
₹1,209 500 500 -1.51435.314.316.311.426.3
LIC MF Childrens Fund Growth ₹33.3008
↑ 0.04
₹17 5,000 1,000 -1.91026.511.512.85.322.1
LIC MF Equity Hybrid Fund Growth ₹191.849
↑ 0.52
₹560 5,000 1,000 -0.49.43011.312.28.919.3
LIC MF Index Fund Nifty Growth ₹133.526
↓ -0.72
₹340 5,000 1,000 -37.426.911.115.31319.8
LIC MF Index Fund Sensex Growth ₹148.444
↓ -1.00
₹88 5,000 1,000 -2.8724.410.414.813.619
LIC MF Banking & Financial Services Fund Growth ₹19.5317
↓ -0.05
₹291 5,000 1,000 -1.9214.410.411.27.220.5
LIC MF Large Cap Fund Growth ₹54.7139
↓ -0.18
₹1,588 5,000 1,000 -3.79319.41410.916.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24

1. LIC MF Infrastructure Fund

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 CAGR/Annualized return of 10.2% since its launch.  Return for 2023 was 44.4% , 2022 was 7.9% and 2021 was 46.6% .

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (31 Oct 24) ₹50.3528 ↑ 0.77   (1.54 %)
Net Assets (Cr) ₹750 on 30 Sep 24
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.3
Sharpe Ratio 3.26
Information Ratio 0.94
Alpha Ratio 22.85
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,857
31 Oct 21₹15,041
31 Oct 22₹16,473
31 Oct 23₹20,435
31 Oct 24₹34,608

LIC MF Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for LIC MF Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -3.2%
3 Month -3.8%
6 Month 20.2%
1 Year 69.4%
3 Year 32%
5 Year 28.2%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 49.6%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure
Yogesh Patil18 Sep 204.04 Yr.
Mahesh Bendre1 Jul 240.25 Yr.

Data below for LIC MF Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials53.51%
Basic Materials11.48%
Consumer Cyclical8.01%
Utility7.69%
Financial Services5.34%
Technology3.13%
Real Estate2.55%
Communication Services2.31%
Health Care2.08%
Energy1.34%
Asset Allocation
Asset ClassValue
Cash2.56%
Equity97.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
4%₹31 Cr79,367
↑ 942
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
4%₹28 Cr64,490
↑ 14,294
Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER
4%₹26 Cr324,490
Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | 500480
3%₹25 Cr65,432
GE T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 522275
3%₹21 Cr127,403
↑ 32,224
Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL
3%₹21 Cr44,119
ISGEC Heavy Engineering Ltd (Industrials)
Equity, Since 31 Jul 24 | 533033
3%₹20 Cr148,097
↑ 4,345
Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 500400
3%₹20 Cr406,920
↑ 246,051
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 24 | 500103
2%₹17 Cr598,457
↑ 194,190
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Jul 22 | POWERINDIA
2%₹17 Cr11,454

2. LIC MF Large and Midcap Fund

(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 CAGR/Annualized return of 15% since its launch.  Return for 2023 was 26.7% , 2022 was -2.3% and 2021 was 33.3% .

Below is the key information for LIC MF Large and Midcap Fund

LIC MF Large and Midcap Fund
Growth
Launch Date 25 Feb 15
NAV (31 Oct 24) ₹38.5535 ↑ 0.06   (0.17 %)
Net Assets (Cr) ₹3,235 on 30 Sep 24
Category Equity - Large & Mid Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 1.92
Sharpe Ratio 2.63
Information Ratio -0.52
Alpha Ratio 2.85
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,990
31 Oct 21₹15,468
31 Oct 22₹15,832
31 Oct 23₹16,884
31 Oct 24₹24,543

LIC MF Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for LIC MF Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -4.8%
3 Month -2.8%
6 Month 15.2%
1 Year 45.4%
3 Year 16.6%
5 Year 19.7%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.7%
2022 -2.3%
2021 33.3%
2020 14.1%
2019 10.9%
2018 -5%
2017 40.1%
2016 13.2%
2015
2014
Fund Manager information for LIC MF Large and Midcap Fund
NameSinceTenure
Yogesh Patil18 Sep 204.04 Yr.
Dikshit Mittal1 Jun 231.33 Yr.

Data below for LIC MF Large and Midcap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services25.3%
Industrials22.57%
Consumer Cyclical18.71%
Basic Materials9.78%
Technology5.29%
Health Care5.1%
Consumer Defensive4.03%
Energy2.82%
Utility2.13%
Communication Services1.67%
Real Estate1.2%
Asset Allocation
Asset ClassValue
Cash1.4%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK
5%₹146 Cr845,123
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹146 Cr1,146,090
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 500251
4%₹123 Cr162,102
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
3%₹96 Cr223,976
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532955
3%₹83 Cr1,500,835
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 500655
2%₹78 Cr201,312
Shriram Finance Ltd (Financial Services)
Equity, Since 31 May 23 | SHRIRAMFIN
2%₹74 Cr207,557
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | ZFCVINDIA
2%₹70 Cr43,783
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 20 | RELIANCE
2%₹64 Cr215,328
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
2%₹63 Cr147,953

3. LIC MF Multi Cap Fund

(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 CAGR/Annualized return of 10.5% since its launch.  Ranked 61 in Multi Cap category.  Return for 2023 was 28.8% , 2022 was -2.6% and 2021 was 20.2% .

Below is the key information for LIC MF Multi Cap Fund

LIC MF Multi Cap Fund
Growth
Launch Date 15 Feb 99
NAV (31 Oct 24) ₹100.758 ↑ 0.28   (0.28 %)
Net Assets (Cr) ₹1,135 on 30 Sep 24
Category Equity - Multi Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 2.24
Information Ratio -0.36
Alpha Ratio -2.27
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,590
31 Oct 21₹13,565
31 Oct 22₹13,564
31 Oct 23₹15,166
31 Oct 24₹20,272

LIC MF Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for LIC MF Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.7%
3 Month -2.8%
6 Month 12.9%
1 Year 33.7%
3 Year 14.3%
5 Year 15.2%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 42%
Fund Manager information for LIC MF Multi Cap Fund
NameSinceTenure
Nikhil Rungta1 Jul 240.25 Yr.
Jaiprakash Toshniwal31 Jul 231.17 Yr.

Data below for LIC MF Multi Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services22.34%
Consumer Cyclical16.24%
Industrials13.95%
Consumer Defensive13.83%
Technology9.32%
Basic Materials7.94%
Health Care5.67%
Utility4.7%
Real Estate2.81%
Communication Services0.45%
Energy0.44%
Asset Allocation
Asset ClassValue
Cash2.31%
Equity97.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK
7%₹75 Cr431,348
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | HINDUNILVR
4%₹41 Cr137,512
↓ -41,382
Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA
3%₹38 Cr1,667,932
↓ -240,660
Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 31 Jan 24 | SUDARSCHEM
3%₹33 Cr299,200
VA Tech Wabag Ltd (Industrials)
Equity, Since 30 Nov 23 | 533269
3%₹31 Cr206,465
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI
3%₹31 Cr23,468
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 23 | 532755
3%₹29 Cr183,707
Tata Power Co Ltd (Utilities)
Equity, Since 31 May 24 | 500400
2%₹26 Cr545,988
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
2%₹24 Cr1,011,244
Shriram Finance Ltd (Financial Services)
Equity, Since 31 May 24 | SHRIRAMFIN
2%₹23 Cr62,942

4. LIC MF Tax Plan

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 CAGR/Annualized return of 11.4% since its launch.  Ranked 35 in ELSS category.  Return for 2023 was 26.3% , 2022 was -1.6% and 2021 was 26.2% .

Below is the key information for LIC MF Tax Plan

LIC MF Tax Plan
Growth
Launch Date 3 Feb 99
NAV (31 Oct 24) ₹150.718 ↑ 0.02   (0.02 %)
Net Assets (Cr) ₹1,209 on 30 Sep 24
Category Equity - ELSS
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.48
Information Ratio -0.35
Alpha Ratio 2
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,440
31 Oct 21₹14,237
31 Oct 22₹14,368
31 Oct 23₹15,690
31 Oct 24₹21,232

LIC MF Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for LIC MF Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.1%
3 Month -1.5%
6 Month 14%
1 Year 35.3%
3 Year 14.3%
5 Year 16.3%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 49.1%
Fund Manager information for LIC MF Tax Plan
NameSinceTenure
Yogesh Patil1 Jul 240.25 Yr.
Dikshit Mittal31 Jul 231.17 Yr.

Data below for LIC MF Tax Plan as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services26.06%
Consumer Cyclical23.32%
Industrials16.6%
Consumer Defensive9.47%
Technology8.93%
Basic Materials8.22%
Health Care3.34%
Energy1.88%
Communication Services1.05%
Asset Allocation
Asset ClassValue
Cash1.13%
Equity98.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
7%₹87 Cr680,968
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
7%₹79 Cr458,211
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
5%₹64 Cr148,944
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 500251
5%₹55 Cr72,136
Infosys Ltd (Technology)
Equity, Since 31 Oct 14 | INFY
3%₹38 Cr205,257
State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN
3%₹36 Cr460,575
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN
3%₹34 Cr210,855
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 532215
3%₹31 Cr250,779
Blue Star Ltd (Industrials)
Equity, Since 31 Oct 22 | BLUESTARCO
2%₹27 Cr131,363
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT
2%₹25 Cr68,942

5. LIC MF Childrens Fund

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 CAGR/Annualized return of 5.3% since its launch.  Return for 2023 was 22.1% , 2022 was -1% and 2021 was 15.5% .

Below is the key information for LIC MF Childrens Fund

LIC MF Childrens Fund
Growth
Launch Date 21 Nov 01
NAV (31 Oct 24) ₹33.3008 ↑ 0.04   (0.12 %)
Net Assets (Cr) ₹17 on 30 Sep 24
Category Solutions - Childrens Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.13
Information Ratio -0.1
Alpha Ratio -1.68
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Sub Cat. Childrens Fund

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,922
31 Oct 21₹13,154
31 Oct 22₹13,208
31 Oct 23₹14,409
31 Oct 24₹18,234

LIC MF Childrens Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for LIC MF Childrens Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -4.9%
3 Month -1.9%
6 Month 10%
1 Year 26.5%
3 Year 11.5%
5 Year 12.8%
10 Year
15 Year
Since launch 5.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 31.4%
Fund Manager information for LIC MF Childrens Fund
NameSinceTenure
Nikhil Rungta1 Jul 240.25 Yr.
Pratik Shroff26 Sep 231.01 Yr.

Data below for LIC MF Childrens Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash2.11%
Equity88.93%
Debt8.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38% Govt Stock 2027
Sovereign Bonds | -
9%₹2 Cr150,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK
8%₹1 Cr8,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
6%₹1 Cr3,645
Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 500251
4%₹1 Cr1,005
↓ -63
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT
4%₹1 Cr1,772
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
3%₹1 Cr3,202
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 500400
3%₹1 Cr11,225
↑ 11,225
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
2%₹0 Cr18,074
Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ARVINDFASN
2%₹0 Cr6,912
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | HINDUNILVR
2%₹0 Cr1,380

6. LIC MF Equity Hybrid Fund

(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 CAGR/Annualized return of 8.9% since its launch.  Ranked 27 in Hybrid Equity category.  Return for 2023 was 19.3% , 2022 was -2.2% and 2021 was 15.5% .

Below is the key information for LIC MF Equity Hybrid Fund

LIC MF Equity Hybrid Fund
Growth
Launch Date 3 Feb 99
NAV (31 Oct 24) ₹191.849 ↑ 0.52   (0.27 %)
Net Assets (Cr) ₹560 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 3.03
Information Ratio -0.21
Alpha Ratio 4.32
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,793
31 Oct 21₹12,893
31 Oct 22₹12,799
31 Oct 23₹13,680
31 Oct 24₹17,779

LIC MF Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for LIC MF Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -3.7%
3 Month -0.4%
6 Month 9.4%
1 Year 30%
3 Year 11.3%
5 Year 12.2%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 34.1%
Fund Manager information for LIC MF Equity Hybrid Fund
NameSinceTenure
Sumit Bhatnagar1 Jul 240.25 Yr.
Karan Doshi6 Sep 213.07 Yr.
Pratik Shroff26 Sep 231.01 Yr.

Data below for LIC MF Equity Hybrid Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash1.14%
Equity77.03%
Debt21.83%
Equity Sector Allocation
SectorValue
Consumer Cyclical16.23%
Financial Services14.99%
Industrials14.59%
Technology7.95%
Consumer Defensive6.21%
Health Care4.5%
Energy3.7%
Basic Materials3.4%
Communication Services2.25%
Real Estate1.76%
Utility1.45%
Debt Sector Allocation
SectorValue
Government16.25%
Corporate5.58%
Cash Equivalent1.14%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK
6%₹32 Cr182,894
↑ 8,538
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | ICICIBANK
4%₹23 Cr178,219
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹21 Cr70,159
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
3%₹19 Cr100,317
↑ 13,009
07.70 Kt Gs 2033
Sovereign Bonds | -
3%₹16 Cr1,500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | 500251
3%₹16 Cr20,824
7.18% Govt Stock 2037
Sovereign Bonds | -
3%₹16 Cr1,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | ITC
2%₹13 Cr247,771
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | MARUTI
2%₹13 Cr9,524
Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Oct 23 | PPLPHARMA
2%₹12 Cr527,016

7. LIC MF Index Fund Nifty

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 CAGR/Annualized return of 13% since its launch.  Ranked 80 in Index Fund category.  Return for 2023 was 19.8% , 2022 was 4.7% and 2021 was 23.8% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty
Growth
Launch Date 14 Nov 02
NAV (31 Oct 24) ₹133.526 ↓ -0.72   (-0.54 %)
Net Assets (Cr) ₹340 on 30 Sep 24
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.95
Sharpe Ratio 2.01
Information Ratio -10.68
Alpha Ratio -1.04
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,809
31 Oct 21₹14,831
31 Oct 22₹15,174
31 Oct 23₹16,043
31 Oct 24₹20,360

LIC MF Index Fund Nifty SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for LIC MF Index Fund Nifty

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -6.2%
3 Month -3%
6 Month 7.4%
1 Year 26.9%
3 Year 11.1%
5 Year 15.3%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 31.1%
Fund Manager information for LIC MF Index Fund Nifty
NameSinceTenure
Sumit Bhatnagar3 Oct 230.99 Yr.

Data below for LIC MF Index Fund Nifty as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash0.28%
Equity99.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
11%₹38 Cr221,769
↓ -2,623
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE
9%₹29 Cr99,712
↓ -861
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
8%₹26 Cr206,734
↓ -2,313
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
6%₹20 Cr105,348
↓ -1,933
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹14 Cr272,817
↓ -330
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL
4%₹13 Cr78,617
↓ -532
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
4%₹13 Cr30,145
↑ 72
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
4%₹13 Cr34,469
↓ -185
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215
3%₹10 Cr83,378
↓ -799
State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN
3%₹9 Cr112,460
↓ -1,597

8. LIC MF Index Fund Sensex

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 CAGR/Annualized return of 13.6% since its launch.  Ranked 79 in Index Fund category.  Return for 2023 was 19% , 2022 was 4.6% and 2021 was 21.9% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex
Growth
Launch Date 14 Nov 02
NAV (31 Oct 24) ₹148.444 ↓ -1.00   (-0.67 %)
Net Assets (Cr) ₹88 on 30 Sep 24
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.98
Sharpe Ratio 1.72
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,927
31 Oct 21₹14,818
31 Oct 22₹15,197
31 Oct 23₹16,038
31 Oct 24₹19,952

LIC MF Index Fund Sensex SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for LIC MF Index Fund Sensex

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.8%
3 Month -2.8%
6 Month 7%
1 Year 24.4%
3 Year 10.4%
5 Year 14.8%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 29.3%
Fund Manager information for LIC MF Index Fund Sensex
NameSinceTenure
Sumit Bhatnagar3 Oct 230.99 Yr.

Data below for LIC MF Index Fund Sensex as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash0.33%
Equity99.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
13%₹12 Cr68,383
↓ -246
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE
10%₹9 Cr30,576
↓ -586
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 532174
9%₹8 Cr63,929
↓ -586
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹6 Cr31,814
↓ -1,271
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC
5%₹4 Cr82,765
↓ -1,975
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL
5%₹4 Cr24,553
↑ 297
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT
5%₹4 Cr10,800
↑ 73
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS
4%₹4 Cr9,006
↓ -251
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
4%₹3 Cr25,591
↓ -192
State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN
3%₹3 Cr34,501
↓ -536

9. LIC MF Banking & Financial Services Fund

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 CAGR/Annualized return of 7.2% since its launch.  Return for 2023 was 20.5% , 2022 was 19.6% and 2021 was 9.8% .

Below is the key information for LIC MF Banking & Financial Services Fund

LIC MF Banking & Financial Services Fund
Growth
Launch Date 27 Mar 15
NAV (31 Oct 24) ₹19.5317 ↓ -0.05   (-0.26 %)
Net Assets (Cr) ₹291 on 30 Sep 24
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.3
Sharpe Ratio 0.66
Information Ratio 0.4
Alpha Ratio -6.71
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,281
31 Oct 21₹12,632
31 Oct 22₹13,477
31 Oct 23₹14,853
31 Oct 24₹16,993

LIC MF Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for LIC MF Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -4.4%
3 Month -1.9%
6 Month 2%
1 Year 14.4%
3 Year 10.4%
5 Year 11.2%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.5%
2022 19.6%
2021 9.8%
2020 -2.1%
2019 19.9%
2018 -18%
2017 32.7%
2016 10.5%
2015
2014
Fund Manager information for LIC MF Banking & Financial Services Fund
NameSinceTenure
Jaiprakash Toshniwal6 Sep 213.07 Yr.

Data below for LIC MF Banking & Financial Services Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services92.62%
Consumer Cyclical2.42%
Technology1.78%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK
24%₹69 Cr398,905
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK
11%₹33 Cr259,841
↓ -12,941
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 532215
7%₹22 Cr176,643
↑ 13,253
State Bank of India (Financial Services)
Equity, Since 31 Mar 20 | SBIN
5%₹16 Cr201,860
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹10 Cr200,878
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | M&MFIN
3%₹10 Cr284,943
↑ 51,199
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | KOTAKBANK
3%₹9 Cr49,613
IndusInd Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | INDUSINDBK
3%₹9 Cr62,294
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 22 | CREDITACC
3%₹9 Cr74,502
Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Oct 21 | 500302
3%₹8 Cr70,720

10. LIC MF Large Cap Fund

(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 CAGR/Annualized return of 10.9% since its launch.  Ranked 66 in Large Cap category.  Return for 2023 was 16.9% , 2022 was -1.6% and 2021 was 23.8% .

Below is the key information for LIC MF Large Cap Fund

LIC MF Large Cap Fund
Growth
Launch Date 3 Feb 99
NAV (31 Oct 24) ₹54.7139 ↓ -0.18   (-0.32 %)
Net Assets (Cr) ₹1,588 on 30 Sep 24
Category Equity - Large Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 2.37
Information Ratio -1.39
Alpha Ratio -1.08
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,679
31 Oct 21₹14,691
31 Oct 22₹14,385
31 Oct 23₹14,675
31 Oct 24₹19,231

LIC MF Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for LIC MF Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -6.3%
3 Month -3.7%
6 Month 9%
1 Year 31%
3 Year 9.4%
5 Year 14%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 39.8%
Fund Manager information for LIC MF Large Cap Fund
NameSinceTenure
Sumit Bhatnagar3 Oct 230.99 Yr.
Nikhil Rungta1 Jul 240.25 Yr.

Data below for LIC MF Large Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services23.76%
Consumer Defensive13.94%
Consumer Cyclical13.13%
Industrials13.08%
Energy8.73%
Technology7.81%
Utility6.58%
Basic Materials4.41%
Communication Services3.48%
Health Care3.17%
Real Estate0.44%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
9%₹151 Cr869,845
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
7%₹110 Cr373,105
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT
4%₹71 Cr194,066
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK
4%₹68 Cr532,787
↑ 68,397
Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY
4%₹67 Cr359,092
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 15 | MARUTI
4%₹64 Cr48,247
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
3%₹55 Cr322,865
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 23 | ITC
3%₹53 Cr1,032,489
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | HINDUNILVR
3%₹53 Cr177,697
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
2%₹39 Cr90,915

वारंवार विचारले जाणारे प्रश्न

1. LIC म्युच्युअल फंडाची सध्याची किंमत किती आहे?

अ: LIC म्युच्युअल फंडाकडे सध्या रु. २८९.५७ कोटींचे ऑपरेटिव्ह फंड आहेत. तुम्ही LIC म्युच्युअल फंड अंतर्गत बावीस वेगवेगळ्या योजनांमध्ये गुंतवणूक करू शकता. तुम्हाला किती पैसे गुंतवायचे आहेत यावर अवलंबून, तुम्ही विशिष्ट योजना निवडू शकता.

2. LIC MF मध्ये गुंतवणूक करण्यासाठी मला कोणती कागदपत्रे लागतील?

अ: एलआयसी म्युच्युअल फंडात गुंतवणूक करण्यासाठी, तुम्हाला ओळखीचा पुरावा लागेल जसे की तुमचेपॅन कार्ड आणि पत्ता पुरावा, तुमच्या आधार कार्ड किंवा पासपोर्टची प्रत. तुम्हाला तुमचीही सबमिट करावी लागेलबँक तपशील

3. एलआयसी म्युच्युअल फंड केवायसीचे पालन करतात का?

अ: होय. म्हणून, सर्व KYC अनुपालन कागदपत्रांसह, तुम्हाला रीतसर भरलेले सबमिट करावे लागेलकेवायसी फॉर्म एलआयसी म्युच्युअल फंडात गुंतवणूक सुरू करण्यासाठी.

4. मी एलआयसी म्युच्युअल फंडात ऑनलाइन गुंतवणूक करू शकतो का?

अ: होय, तुम्ही करू शकता - अधिकृत वेबसाइटवर लॉग इन करा आणि स्वतःची नोंदणी करा. खाते उघडण्यासाठी आणि स्वतःची नोंदणी करण्यासाठी तुम्हाला सर्व KYC संबंधित कागदपत्रे अपलोड करावी लागतील. नोंदणी प्रक्रिया पूर्ण झाल्यावर, तुम्ही गुंतवणूक सुरू करू शकता.

5. LIC म्युच्युअल फंड कर योजना काय आहे?

अ: गुंतवणूकदारांना संपत्ती वाढवण्यास मदत करण्यासाठी आणि त्याच वेळी अंतर्गत कर सवलतींचा आनंद घेण्यासाठी ही योजना तयार करण्यात आली आहेकलम 80C याआयकर कायदा किंवा 1961. ही एक ओपन-एंडेड इक्विटी लिंक्ड आहेकर बचत योजना. यात फक्त 3 वर्षांचा सर्वात कमी लॉक-इन कालावधी आहे.

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6. LIC MF लार्ज आणि मिड-कॅप फंडांची कामगिरी कशी आहे?

अ: LIC MF लार्ज आणि मिड कॅप सेगमेंटने सातत्यपूर्ण परतावा दर्शविला आहे८.०३% गेल्या तीन वर्षांत. वार्षिक, ते परतावा वितरित केले आहे१२.८६%. मोठ्या मध्ये आणिमिड-कॅप विभागात, LIC MF लार्ज आणि मिड कॅप म्युच्युअल फंडाने इतर म्युच्युअल फंडांपेक्षा चांगली कामगिरी केली आहे.

7. मला LIC म्युच्युअल फंड बँकिंग आणि PSU कर्जाबद्दल जाणून घ्यायचे आहे?

अ: LIC म्युच्युअल फंड बँकिंग आणि PSU कर्जामध्ये मध्यम जोखीम असते कारण त्यात प्रामुख्याने डिबेंचर आणि महानगरपालिका यांचा समावेश असतोबंध. यात कोणतेही एक्झिट लोड आणि कमी खर्चाचे प्रमाण नाही, जे 0.28% आहे. तथापि, LIC म्युच्युअल फंड बँकिंग आणि PSU कर्जासाठी सरासरी परिपक्वता वय तीन वर्षे आहे.

8. LIC म्युच्युअल फंडात गुंतवणूक करताना मी काय लक्षात ठेवले पाहिजे?

अ: जेव्हा तुम्ही एलआयसी म्युच्युअल फंडामध्ये गुंतवणूक करता तेव्हा तुम्ही किती गुंतवणुकीसाठी तयार आहात आणि तुम्हाला अपेक्षित परतावा विचारात घ्या. तुम्ही तुमच्यावर भरावा लागणारा कर देखील विचारात घेतला तर उत्तमकमाई. एकदा तुम्ही या सर्व पैलूंचा विचार केल्यानंतर, तुम्ही विशिष्ट LIC म्युच्युअल फंड प्रकार निवडू शकता.

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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