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Table of Contents
- ஆன்லைனில் எல்ஐசி மியூச்சுவல் ஃபண்டில் முதலீடு செய்வது எப்படி?
- சிறந்த எல்ஐசி மியூச்சுவல் ஃபண்ட் திட்டங்கள்
- அடிக்கடி கேட்கப்படும் கேள்விகள்
- 1. எல்ஐசி மியூச்சுவல் ஃபண்டின் தற்போதைய மதிப்பு என்ன?
- 2. LIC MFல் நான் முதலீடு செய்ய வேண்டிய ஆவணங்கள் என்ன?
- 3. எல்ஐசி மியூச்சுவல் ஃபண்டுகள் கேஒய்சி இணக்கமாக உள்ளதா?
- 4. எல்ஐசி மியூச்சுவல் ஃபண்டில் ஆன்லைனில் முதலீடு செய்யலாமா?
- 5. எல்ஐசி மியூச்சுவல் ஃபண்ட் வரித் திட்டம் என்றால் என்ன?
- 6. LIC MF லார்ஜ் மற்றும் மிட் கேப் ஃபண்டுகளின் செயல்திறன் எப்படி இருக்கிறது?
- 7. எல்ஐசி மியூச்சுவல் ஃபண்ட் வங்கி மற்றும் பொதுத்துறை நிறுவனக் கடன் பற்றி நான் தெரிந்து கொள்ள விரும்புகிறேன்?
- 8. எல்.ஐ.சி மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யும் போது நான் எதை மனதில் கொள்ள வேண்டும்?
Top 10 Funds
10 சிறந்த எல்ஐசி மியூச்சுவல் ஃபண்ட் திட்டங்கள் 2022
இந்தியாவின் முதன்மையான பிராண்டின் இணை நிறுவனமாக,எல்ஐசி மியூச்சுவல் ஃபண்ட் சொத்து மேலாண்மை துறையில் அங்கீகரிக்கப்பட்ட வீரர்களில் ஒருவர். ஃபண்ட் ஹவுஸ் பரந்த அளவில் வழங்குகிறதுசரகம் மியூச்சுவல் ஃபண்ட் திட்டங்களில்சந்தை. போன்ற விருப்பங்களிலிருந்து முதலீட்டாளர்கள் தேர்வு செய்யலாம்ஈக்விட்டி நிதிகள்,கடன் நிதி,திரவ நிதிகள்,கலப்பின நிதி, முதலியன
உங்கள் முதலீட்டு இலக்குகளுடன் தொடர்புடைய உங்கள் தேவைகளுக்கு மிகவும் பொருத்தமான ஒரு நிதியை நீங்கள் தேர்வு செய்ய வேண்டும். நீண்ட-கால திட்டம், பங்குகள் சிறந்தவை, குறுகிய காலத்திற்கு நீங்கள் விரும்பலாம்முதலீடு கடனில்பரஸ்பர நிதி. முதலீட்டின் சிறந்த பகுதிகளில் ஒன்றுஎல்.ஐ.சி மியூச்சுவல் ஃபண்ட் என்பது வலுவான இடர் மேலாண்மைக் குழுவைக் கொண்டுள்ளது, அது சந்தைப் போக்குகளைக் கணித்து, அதற்கேற்ப உங்கள் போர்ட்ஃபோலியோவைச் சமப்படுத்த உதவுகிறது. முதலீடு செய்யத் திட்டமிடும் முதலீட்டாளர்கள் கீழே பட்டியலிடப்பட்டுள்ள முதல் 10 சிறந்த எல்ஐசி மியூச்சுவல் ஃபண்ட் திட்டங்களிலிருந்து ஒரு நிதியைத் தேர்ந்தெடுக்கலாம்.
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ஆன்லைனில் எல்ஐசி மியூச்சுவல் ஃபண்டில் முதலீடு செய்வது எப்படி?
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சிறந்த எல்ஐசி மியூச்சுவல் ஃபண்ட் திட்டங்கள்
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 ₹50.1163
↓ -0.94 ₹725 5,000 1,000 3.1 42.1 68.5 32.6 30.4 10.2 44.4 LIC MF Large and Midcap Fund Growth ₹39.877
↓ -0.23 ₹3,221 5,000 1,000 7.1 31.7 45.6 18.2 22.8 15.6 26.7 LIC MF Tax Plan Growth ₹156.969
↓ -0.55 ₹1,192 500 500 8.4 28.3 35.7 16 19.5 11.7 26.3 LIC MF Multi Cap Fund Growth ₹105.368
↓ -0.50 ₹1,109 5,000 1,000 7.8 26.6 33.9 15.9 18.4 10.7 28.8 LIC MF Banking & Financial Services Fund Growth ₹20.4417
↓ -0.01 ₹293 5,000 1,000 1.7 15.6 14.5 13.2 14.4 7.8 20.5 LIC MF Index Fund Nifty Growth ₹140.249
↑ 0.21 ₹333 5,000 1,000 8.1 16.8 26.3 13.2 18.9 13.4 19.8 LIC MF Childrens Fund Growth ₹34.8485
↓ -0.03 ₹17 5,000 1,000 7.3 21 28.8 12.9 16 5.6 22.1 LIC MF Index Fund Sensex Growth ₹155.549
↑ 0.44 ₹86 5,000 1,000 7.7 15.8 23.2 12.4 18.4 13.9 19 LIC MF Equity Hybrid Fund Growth ₹197.16
↓ -0.58 ₹559 5,000 1,000 5.6 19.7 29.5 12.3 14.5 9 19.3 LIC MF Large Cap Fund Growth ₹57.3756
↓ -0.08 ₹1,576 5,000 1,000 8 20.9 30.1 11.6 17.5 11.1 16.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 24
The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. LIC MF Infrastructure Fund is a Equity - Sectoral fund was launched on 29 Feb 08. It is a fund with High risk and has given a Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on (Erstwhile LIC MF Midcap Fund) To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of mid-cap companies. However, there can be no assurance that the investment objective of the scheme will be realised. LIC MF Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 15. It is a fund with High risk and has given a Below is the key information for LIC MF Large and Midcap Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Scheme will be realised. LIC MF Tax Plan is a Equity - ELSS fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Tax Plan Returns up to 1 year are on (Erstwhile LIC MF Equity Fund) The main investment objective of the scheme is to provide capital growth by investing mainly in equities. The investment portfolio of the scheme will be
constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised. LIC MF Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Feb 99. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Multi Cap Fund Returns up to 1 year are on The 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 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 (Erstwhile LIC MF Balanced Fund) An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However, there is no assurance that the investment objective of the
Scheme will be realised. LIC MF Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Equity Hybrid Fund Returns up to 1 year are on (Erstwhile LIC MF Growth Fund) An open ended pure Growth scheme seeking to provide capital growth by investing mainly in equity instruments and also in debt and other permitted instruments of capital and money markets. The investment portfolio of the scheme will be constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme
will be realised. LIC MF Large Cap Fund is a Equity - Large Cap fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a Below is the key information for LIC MF Large Cap Fund Returns up to 1 year are on 1. LIC MF Infrastructure Fund
CAGR/Annualized return of 10.2% since its launch. Return for 2023 was 44.4% , 2022 was 7.9% and 2021 was 46.6% . LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (19 Sep 24) ₹50.1163 ↓ -0.94 (-1.83 %) Net Assets (Cr) ₹725 on 31 Aug 24 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio 3.65 Information Ratio 0.84 Alpha Ratio 26.87 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 Aug 19 ₹10,000 31 Aug 20 ₹9,462 31 Aug 21 ₹15,514 31 Aug 22 ₹17,744 31 Aug 23 ₹21,840 31 Aug 24 ₹38,908 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month -2.7% 3 Month 3.1% 6 Month 42.1% 1 Year 68.5% 3 Year 32.6% 5 Year 30.4% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Yogesh Patil 18 Sep 20 3.96 Yr. Mahesh Bendre 1 Jul 24 0.17 Yr. Data below for LIC MF Infrastructure Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 54.07% Basic Materials 10.78% Consumer Cyclical 7.82% Utility 6.16% Financial Services 5.91% Technology 2.75% Health Care 2.23% Communication Services 2.1% Real Estate 1.77% Energy 1.18% Asset Allocation
Asset Class Value Cash 5.23% Equity 94.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER4% ₹27 Cr 324,490 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006554% ₹26 Cr 78,425
↑ 3,834 Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | CUMMINSIND3% ₹25 Cr 65,432
↑ 17,704 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL3% ₹24 Cr 44,119 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹22 Cr 50,196
↑ 6,320 ISGEC Heavy Engineering Ltd (Industrials)
Equity, Since 31 Jul 24 | 5330333% ₹20 Cr 143,752
↑ 46,366 DEE Development Engineers Ltd (Industrials)
Equity, Since 30 Jun 24 | DEEDEV2% ₹18 Cr 510,671
↑ 173,823 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | RECLTD2% ₹18 Cr 282,878
↑ 95,059 GE T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | GET&D2% ₹16 Cr 95,179 Yatharth Hospital and Trauma Care Services Ltd (Healthcare)
Equity, Since 30 Jun 24 | 5439502% ₹16 Cr 309,230 2. LIC MF Large and Midcap Fund
CAGR/Annualized return of 15.6% since its launch. Return for 2023 was 26.7% , 2022 was -2.3% and 2021 was 33.3% . LIC MF Large and Midcap Fund
Growth Launch Date 25 Feb 15 NAV (19 Sep 24) ₹39.877 ↓ -0.23 (-0.57 %) Net Assets (Cr) ₹3,221 on 31 Aug 24 Category Equity - Large & Mid Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 1.92 Sharpe Ratio 2.74 Information Ratio -0.48 Alpha Ratio 3.49 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 Aug 19 ₹10,000 31 Aug 20 ₹10,436 31 Aug 21 ₹16,083 31 Aug 22 ₹17,141 31 Aug 23 ₹18,493 31 Aug 24 ₹27,729 Returns for LIC MF Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 1.9% 3 Month 7.1% 6 Month 31.7% 1 Year 45.6% 3 Year 18.2% 5 Year 22.8% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Yogesh Patil 18 Sep 20 3.95 Yr. Dikshit Mittal 1 Jun 23 1.25 Yr. Data below for LIC MF Large and Midcap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 25.41% Industrials 23.42% Consumer Cyclical 18.9% Basic Materials 9.23% Health Care 5.27% Technology 5.08% Consumer Defensive 3.75% Energy 2.81% Communication Services 1.5% Utility 1.16% Real Estate 0.85% Asset Allocation
Asset Class Value Cash 2.62% Equity 97.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5321744% ₹141 Cr 1,146,090 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 5001804% ₹138 Cr 845,123 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | TRENT4% ₹116 Cr 162,102 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹100 Cr 223,976 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | RECLTD3% ₹93 Cr 1,500,835 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 23 | BBL2% ₹71 Cr 132,156 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | ZFCVINDIA2% ₹68 Cr 43,783 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS2% ₹67 Cr 147,953 Shriram Finance Ltd (Financial Services)
Equity, Since 31 May 23 | SHRIRAMFIN2% ₹67 Cr 207,557 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5006552% ₹66 Cr 201,312 3. LIC MF Tax Plan
CAGR/Annualized return of 11.7% since its launch. Ranked 35 in ELSS category. Return for 2023 was 26.3% , 2022 was -1.6% and 2021 was 26.2% . LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (19 Sep 24) ₹156.969 ↓ -0.55 (-0.35 %) Net Assets (Cr) ₹1,192 on 31 Aug 24 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 2.29 Information Ratio -0.42 Alpha Ratio 0.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹9,882 31 Aug 21 ₹14,963 31 Aug 22 ₹15,431 31 Aug 23 ₹17,283 31 Aug 24 ₹23,688 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 4% 3 Month 8.4% 6 Month 28.3% 1 Year 35.7% 3 Year 16% 5 Year 19.5% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Yogesh Patil 1 Jul 24 0.17 Yr. Dikshit Mittal 31 Jul 23 1.09 Yr. Data below for LIC MF Tax Plan as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 25.57% Consumer Cyclical 22.67% Industrials 16.62% Technology 9.21% Consumer Defensive 9.12% Basic Materials 8.22% Health Care 3.54% Energy 1.95% Communication Services 1.09% Asset Allocation
Asset Class Value Cash 2% Equity 98% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5321747% ₹84 Cr 680,968 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | 5001806% ₹75 Cr 458,211 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP6% ₹67 Cr 148,944 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | TRENT4% ₹52 Cr 72,136 Infosys Ltd (Technology)
Equity, Since 31 Oct 14 | 5002093% ₹40 Cr 205,257 State Bank of India (Financial Services)
Equity, Since 31 May 23 | 5001123% ₹38 Cr 460,575 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5112433% ₹31 Cr 210,855 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322152% ₹29 Cr 250,779 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | 5005102% ₹26 Cr 68,942 PI Industries Ltd (Basic Materials)
Equity, Since 31 Jan 23 | PIIND2% ₹24 Cr 54,004 4. LIC MF Multi Cap Fund
CAGR/Annualized return of 10.7% since its launch. Ranked 61 in Multi Cap category. Return for 2023 was 28.8% , 2022 was -2.6% and 2021 was 20.2% . LIC MF Multi Cap Fund
Growth Launch Date 15 Feb 99 NAV (19 Sep 24) ₹105.368 ↓ -0.50 (-0.47 %) Net Assets (Cr) ₹1,109 on 31 Aug 24 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 2.07 Information Ratio -0.62 Alpha Ratio -4.53 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 Aug 19 ₹10,000 31 Aug 20 ₹10,091 31 Aug 21 ₹14,329 31 Aug 22 ₹14,427 31 Aug 23 ₹16,595 31 Aug 24 ₹22,443 Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 4.2% 3 Month 7.8% 6 Month 26.6% 1 Year 33.9% 3 Year 15.9% 5 Year 18.4% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Nikhil Rungta 1 Jul 24 0.17 Yr. Jaiprakash Toshniwal 31 Jul 23 1.09 Yr. Data below for LIC MF Multi Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 21.81% Consumer Cyclical 17.36% Industrials 15.73% Consumer Defensive 14.1% Technology 8.98% Basic Materials 7.52% Health Care 5.59% Utility 4.52% Real Estate 0.94% Energy 0.5% Communication Services 0.47% Asset Allocation
Asset Class Value Cash 2.47% Equity 97.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5001806% ₹71 Cr 431,348
↑ 33,385 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | HINDUNILVR4% ₹50 Cr 178,894 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA3% ₹36 Cr 1,908,592 Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 31 Jan 24 | 5066553% ₹31 Cr 299,200 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 23 | TECHM3% ₹30 Cr 183,707
↓ -11,400 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5325003% ₹29 Cr 23,468
↑ 12,058 VA Tech Wabag Ltd (Industrials)
Equity, Since 30 Nov 23 | WABAG2% ₹26 Cr 206,465 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5008402% ₹25 Cr 654,173 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346002% ₹24 Cr 1,011,244
↑ 63,377 Tata Power Co Ltd (Utilities)
Equity, Since 31 May 24 | TATAPOWER2% ₹24 Cr 545,988 5. LIC MF Banking & Financial Services Fund
CAGR/Annualized return of 7.8% since its launch. Return for 2023 was 20.5% , 2022 was 19.6% and 2021 was 9.8% . LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (19 Sep 24) ₹20.4417 ↓ -0.01 (-0.07 %) Net Assets (Cr) ₹293 on 31 Aug 24 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio 0.55 Information Ratio 0.45 Alpha Ratio -5.86 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 Aug 19 ₹10,000 31 Aug 20 ₹8,675 31 Aug 21 ₹12,755 31 Aug 22 ₹13,788 31 Aug 23 ₹16,050 31 Aug 24 ₹18,409 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 5.4% 3 Month 1.7% 6 Month 15.6% 1 Year 14.5% 3 Year 13.2% 5 Year 14.4% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jaiprakash Toshniwal 6 Sep 21 2.99 Yr. Data below for LIC MF Banking & Financial Services Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 94.47% Technology 1.71% Asset Allocation
Asset Class Value Cash 3.82% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 50018022% ₹65 Cr 398,905 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 53217411% ₹34 Cr 272,782
↓ -35,216 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 5322157% ₹19 Cr 163,390
↓ -13,478 State Bank of India (Financial Services)
Equity, Since 31 Mar 20 | 5001126% ₹16 Cr 201,860 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | PFC4% ₹11 Cr 200,878 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 22 | CREDITACC3% ₹9 Cr 74,502 IndusInd Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5321873% ₹9 Cr 62,294 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5002473% ₹9 Cr 49,613 IIFL Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | IIFL3% ₹8 Cr 165,545 Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Oct 21 | PEL3% ₹7 Cr 70,720
↓ -14,914 6. LIC MF Index Fund Nifty
CAGR/Annualized return of 13.4% since its launch. Ranked 80 in Index Fund category. Return for 2023 was 19.8% , 2022 was 4.7% and 2021 was 23.8% . LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (19 Sep 24) ₹140.249 ↑ 0.21 (0.15 %) Net Assets (Cr) ₹333 on 31 Aug 24 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.95 Sharpe Ratio 1.98 Information Ratio -10.64 Alpha Ratio -1.11 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 Aug 19 ₹10,000 31 Aug 20 ₹10,334 31 Aug 21 ₹15,507 31 Aug 22 ₹16,124 31 Aug 23 ₹17,475 31 Aug 24 ₹22,908 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 3.3% 3 Month 8.1% 6 Month 16.8% 1 Year 26.3% 3 Year 13.2% 5 Year 18.9% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sumit Bhatnagar 3 Oct 23 0.91 Yr. Data below for LIC MF Index Fund Nifty as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 0.08% Equity 99.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 50018011% ₹37 Cr 224,392
↑ 706 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | 5003259% ₹30 Cr 100,573
↑ 311 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 5321748% ₹26 Cr 209,047
↑ 64 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | 5002096% ₹21 Cr 107,281
↑ 160 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 5008754% ₹14 Cr 273,147
↓ -1,345 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS4% ₹14 Cr 30,073
↓ -17 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | 5005104% ₹13 Cr 34,654
↓ -133 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | 5324544% ₹13 Cr 79,149
↓ -302 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹10 Cr 84,177
↓ -299 State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | 5001123% ₹9 Cr 114,057
↑ 77 7. LIC MF Childrens Fund
CAGR/Annualized return of 5.6% since its launch. Return for 2023 was 22.1% , 2022 was -1% and 2021 was 15.5% . LIC MF Childrens Fund
Growth Launch Date 21 Nov 01 NAV (19 Sep 24) ₹34.8485 ↓ -0.03 (-0.09 %) Net Assets (Cr) ₹17 on 31 Aug 24 Category Solutions - Childrens Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.01 Information Ratio -0.14 Alpha Ratio -2.5 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 Aug 19 ₹10,000 31 Aug 20 ₹10,272 31 Aug 21 ₹13,929 31 Aug 22 ₹14,051 31 Aug 23 ₹15,608 31 Aug 24 ₹20,240 Returns for LIC MF Childrens Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 3.3% 3 Month 7.3% 6 Month 21% 1 Year 28.8% 3 Year 12.9% 5 Year 16% 10 Year 15 Year Since launch 5.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Nikhil Rungta 1 Jul 24 0.17 Yr. Pratik Shroff 26 Sep 23 0.93 Yr. Data below for LIC MF Childrens Fund as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 2.37% Equity 88.68% Debt 8.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -9% ₹2 Cr 150,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 5001808% ₹1 Cr 8,500
↑ 2,930 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | 5003256% ₹1 Cr 3,645
↑ 1,583 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | TRENT4% ₹1 Cr 1,068
↓ -105 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | 5005104% ₹1 Cr 1,772 Infosys Ltd (Technology)
Equity, Since 31 May 18 | 5002094% ₹1 Cr 3,202 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jan 20 | ASIANPAINT3% ₹1 Cr 1,737 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | 5001123% ₹0 Cr 6,106
↓ -1,997 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹0 Cr 18,074
↑ 10,346 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | HINDUNILVR2% ₹0 Cr 1,380 8. LIC MF Index Fund Sensex
CAGR/Annualized return of 13.9% since its launch. Ranked 79 in Index Fund category. Return for 2023 was 19% , 2022 was 4.6% and 2021 was 21.9% . LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (19 Sep 24) ₹155.549 ↑ 0.44 (0.28 %) Net Assets (Cr) ₹86 on 31 Aug 24 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.98 Sharpe Ratio 1.65 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.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,387 31 Aug 21 ₹15,437 31 Aug 22 ₹16,008 31 Aug 23 ₹17,486 31 Aug 24 ₹22,244 Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 3.3% 3 Month 7.7% 6 Month 15.8% 1 Year 23.2% 3 Year 12.4% 5 Year 18.4% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sumit Bhatnagar 3 Oct 23 0.91 Yr. Data below for LIC MF Index Fund Sensex as on 31 Aug 24
Asset Allocation
Asset Class Value Equity 100.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 50018013% ₹11 Cr 68,629
↓ -377 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | 50032511% ₹9 Cr 31,162
↓ -130 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 5321749% ₹8 Cr 64,515
↑ 34 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | 5002097% ₹6 Cr 33,085 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | 5008755% ₹4 Cr 84,740
↑ 1,038 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS5% ₹4 Cr 9,257
↑ 61 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | 5005105% ₹4 Cr 10,727
↑ 95 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | 5324544% ₹4 Cr 24,256
↓ -149 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹3 Cr 25,783
↑ 06 State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | 5001123% ₹3 Cr 35,037
↓ -335 9. LIC MF Equity Hybrid Fund
CAGR/Annualized return of 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% . LIC MF Equity Hybrid Fund
Growth Launch Date 3 Feb 99 NAV (19 Sep 24) ₹197.16 ↓ -0.58 (-0.29 %) Net Assets (Cr) ₹559 on 31 Aug 24 Category Hybrid - Hybrid Equity AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 2.79 Information Ratio -0.4 Alpha Ratio 3.15 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 Aug 19 ₹10,000 31 Aug 20 ₹10,138 31 Aug 21 ₹13,460 31 Aug 22 ₹13,417 31 Aug 23 ₹14,643 31 Aug 24 ₹19,224 Returns for LIC MF Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 2.2% 3 Month 5.6% 6 Month 19.7% 1 Year 29.5% 3 Year 12.3% 5 Year 14.5% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sumit Bhatnagar 1 Jul 24 0.17 Yr. Karan Doshi 6 Sep 21 2.99 Yr. Pratik Shroff 26 Sep 23 0.93 Yr. Data below for LIC MF Equity Hybrid Fund as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 1.94% Equity 76.8% Debt 21.27% Equity Sector Allocation
Sector Value Consumer Cyclical 16% Industrials 15.36% Financial Services 13.77% Technology 7.95% Consumer Defensive 6.48% Health Care 4.47% Energy 4.42% Basic Materials 3.26% Communication Services 1.96% Utility 1.56% Real Estate 1.56% Debt Sector Allocation
Sector Value Government 19.39% Cash Equivalent 1.94% Corporate 1.87% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 5001805% ₹29 Cr 174,356 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | 5321744% ₹22 Cr 178,219 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | 5003254% ₹21 Cr 70,159 Infosys Ltd (Technology)
Equity, Since 31 May 18 | 5002093% ₹17 Cr 87,308
↑ 7,185 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
↓ -1,000,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | TRENT3% ₹15 Cr 20,824 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | 5008752% ₹12 Cr 247,771
↓ -44,303 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS2% ₹12 Cr 26,629 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 5325002% ₹12 Cr 9,524
↑ 1,550 10. LIC MF Large Cap Fund
CAGR/Annualized return of 11.1% since its launch. Ranked 66 in Large Cap category. Return for 2023 was 16.9% , 2022 was -1.6% and 2021 was 23.8% . LIC MF Large Cap Fund
Growth Launch Date 3 Feb 99 NAV (19 Sep 24) ₹57.3756 ↓ -0.08 (-0.14 %) Net Assets (Cr) ₹1,576 on 31 Aug 24 Category Equity - Large Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.06 Sharpe Ratio 2.34 Information Ratio -1.37 Alpha Ratio -1.02 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 31 Aug 19 ₹10,000 31 Aug 20 ₹10,304 31 Aug 21 ₹15,481 31 Aug 22 ₹15,524 31 Aug 23 ₹16,273 31 Aug 24 ₹22,039 Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 2.4% 3 Month 8% 6 Month 20.9% 1 Year 30.1% 3 Year 11.6% 5 Year 17.5% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sumit Bhatnagar 3 Oct 23 0.91 Yr. Nikhil Rungta 1 Jul 24 0.17 Yr. Data below for LIC MF Large Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 24.17% Consumer Defensive 13.74% Industrials 13.68% Consumer Cyclical 11.78% Energy 9.68% Technology 8.2% Utility 5.86% Basic Materials 4.87% Communication Services 3.25% Health Care 3.12% Asset Allocation
Asset Class Value Cash 1.65% Equity 98.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 5001809% ₹142 Cr 869,845
↑ 95,362 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | 5003257% ₹113 Cr 373,105
↑ 46,859 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | 5005105% ₹72 Cr 194,066
↓ -15,477 Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | 5002094% ₹70 Cr 359,092
↓ -91,129 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 15 | 5325004% ₹60 Cr 48,247
↑ 9,327 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5321744% ₹57 Cr 464,390 ITC Ltd (Consumer Defensive)
Equity, Since 31 May 23 | 5008753% ₹52 Cr 1,032,489 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | 5324543% ₹51 Cr 322,865 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | HINDUNILVR3% ₹49 Cr 177,697 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS3% ₹41 Cr 90,915
அடிக்கடி கேட்கப்படும் கேள்விகள்
1. எல்ஐசி மியூச்சுவல் ஃபண்டின் தற்போதைய மதிப்பு என்ன?
A: எல்ஐசி மியூச்சுவல் ஃபண்டில் தற்போது ரூ.289.57 கோடி செயல்பாட்டு நிதி உள்ளது. எல்ஐசி மியூச்சுவல் ஃபண்டின் கீழ் நீங்கள் இருபத்தி இரண்டு வெவ்வேறு திட்டங்களில் முதலீடு செய்யலாம். நீங்கள் முதலீடு செய்ய விரும்பும் பணத்தின் அளவைப் பொறுத்து, நீங்கள் ஒரு குறிப்பிட்ட திட்டத்தைத் தேர்ந்தெடுக்கலாம்.
2. LIC MFல் நான் முதலீடு செய்ய வேண்டிய ஆவணங்கள் என்ன?
A: எல்ஐசி மியூச்சுவல் ஃபண்டில் முதலீடு செய்ய, உங்களுடைய அடையாளச் சான்று தேவைப்படும்பான் கார்டு மற்றும் முகவரி ஆதாரம், உங்கள் ஆதார் அட்டை அல்லது பாஸ்போர்ட்டின் நகல். நீங்கள் உங்கள் சமர்ப்பிக்க வேண்டும்வங்கி விவரங்கள்.
3. எல்ஐசி மியூச்சுவல் ஃபண்டுகள் கேஒய்சி இணக்கமாக உள்ளதா?
A: ஆம். எனவே, அனைத்து KYC இணக்க ஆவணங்களுடன், நீங்கள் முறையாக பூர்த்தி செய்யப்பட்டவற்றைச் சமர்ப்பிக்க வேண்டும்KYC படிவம் எல்ஐசி மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யத் தொடங்குங்கள்.
4. எல்ஐசி மியூச்சுவல் ஃபண்டில் ஆன்லைனில் முதலீடு செய்யலாமா?
A: ஆம், உங்களால் முடியும் - அதிகாரப்பூர்வ இணையதளத்தில் உள்நுழைந்து நீங்களே பதிவு செய்யுங்கள். கணக்கைத் திறந்து நீங்களே பதிவு செய்ய KYC தொடர்பான அனைத்து ஆவணங்களையும் நீங்கள் பதிவேற்ற வேண்டும். பதிவு செயல்முறை முடிந்ததும், நீங்கள் முதலீடு செய்ய ஆரம்பிக்கலாம்.
5. எல்ஐசி மியூச்சுவல் ஃபண்ட் வரித் திட்டம் என்றால் என்ன?
A: இந்தத் திட்டம் முதலீட்டாளர்கள் செல்வத்தை வளர்த்துக்கொள்ள உதவும் வகையில் வடிவமைக்கப்பட்டுள்ளதுபிரிவு 80C இன்வருமான வரி சட்டம் அல்லது 1961. இது ஒரு ஓபன்-எண்டட் ஈக்விட்டி இணைக்கப்பட்டுள்ளதுவரி சேமிப்பு திட்டம். இது மிகக் குறைந்த லாக்-இன் காலமான 3-ஆண்டுகள் மட்டுமே.
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6. LIC MF லார்ஜ் மற்றும் மிட் கேப் ஃபண்டுகளின் செயல்திறன் எப்படி இருக்கிறது?
A: LIC MF லார்ஜ் மற்றும் மிட் கேப் பிரிவு நிலையான வருமானத்தைக் காட்டியுள்ளது8.03% கடந்த மூன்று ஆண்டுகளில். ஆண்டுதோறும், அது வருமானத்தை வழங்கியுள்ளது12.86%. பெரிய மற்றும்நடுத்தர தொப்பி பிரிவில், LIC MF லார்ஜ் மற்றும் மிட் கேப் மியூச்சுவல் ஃபண்ட் மற்ற மியூச்சுவல் ஃபண்டுகளை விட சிறப்பாக செயல்பட்டது.
7. எல்ஐசி மியூச்சுவல் ஃபண்ட் வங்கி மற்றும் பொதுத்துறை நிறுவனக் கடன் பற்றி நான் தெரிந்து கொள்ள விரும்புகிறேன்?
A: எல்ஐசி மியூச்சுவல் ஃபண்ட் வங்கி மற்றும் பொதுத்துறை நிறுவனக் கடனுக்கு மிதமான ஆபத்து உள்ளது, ஏனெனில் இது முதன்மையாக கடன் பத்திரங்கள் மற்றும் முனிசிபல்களைக் கொண்டுள்ளது.பத்திரங்கள். இது வெளியேறும் சுமை மற்றும் குறைந்த செலவின விகிதமும் இல்லை, இது 0.28% ஆகும். இருப்பினும், LIC மியூச்சுவல் ஃபண்ட் வங்கி மற்றும் PSU கடனுக்கான சராசரி முதிர்வு வயது மூன்று ஆண்டுகள்.
8. எல்.ஐ.சி மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யும் போது நான் எதை மனதில் கொள்ள வேண்டும்?
A: நீங்கள் எல்ஐசி மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யும்போது, நீங்கள் செய்யத் தயாராக உள்ள முதலீட்டின் அளவு மற்றும் நீங்கள் எதிர்பார்க்கும் வருமானம் ஆகியவற்றைக் கருத்தில் கொள்ள வேண்டும். நீங்கள் செலுத்த வேண்டிய வரியையும் கருத்தில் கொண்டால் சிறந்ததுவருவாய். இந்த அனைத்து அம்சங்களையும் நீங்கள் பரிசீலித்தவுடன், குறிப்பிட்ட LIC மியூச்சுவல் ஃபண்ட் வகையைத் தேர்ந்தெடுக்கலாம்.
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.
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