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  • LIC MF Focused 30 Equity Fund (Growth)

Formerly IDBI Focused 30 Equity Gr

LIC Mutual Fund

LIC MF Focused 30 Equity Fund (Growth)

EquityFocused

18.2726

NAV (Feb 28)

14.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in focused mutual funds.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.2726

NAV (Feb 28)

Fund Returns

Last 1Y
21.3%
Last 3Y
14.2%
Last 5Y
14.1%
Last 10Y
NA
Since Inception
10.1%
6 Month CAGR
8.6%

Scheme Information

Investment Objective

The investment objective of the Scheme is to provide long term capital appreciation by investing in concentrated portfolio of large cap focused equity and equity related instruments of up to 30 companies and balance in debt and money market instruments. However there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
2.51
Launched (7y ago)
Nov 17, 2017
AUM in Crores
130.470
ISIN
INF397L01KE9
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
12.3
Standard Deviation (5yr)
17.2
Beta (3yr)
0.86
Beta (5yr)
0.87
Sharpe Ratio (3yr)
0.867
Sharpe Ratio (5yr)
0.581
YTM
0
Fund Managers

Jaiprakash Toshniwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
LIC MF Focused 30 Equity Fund (Growth)70%10,39,673 3,07,06114.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-28

Top Stock Holdings

hdfc bank ltd

8.6%
8.6%

kotak mahindra bank ltd

7.4%
7.4%

icici bank ltd

6.3%
6.3%

state bank of india

6.1%
6.1%

hindustan unilever ltd

5.8%
5.8%
See all holdings

Allocation by Sector

financial services

37.4%
37.4%

consumer cyclical

22.2%
22.2%

consumer defensive

14.9%
14.9%

technology

9.5%
9.5%

basic materials

8.7%
8.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 16,033 cr

₹ 13,846 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 25,783 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 48 equity,45 debt and 36 hybrid funds.amc-img
022-66016000
cs.co@licmf.com
Fund NameScripbox Opinion
Till Date CAGR

5.2%

6.9%

3.7%

5.3%

3.7%

5.3%

13.9%

13.5%

4.8%

6.4%

LIC MF Focused 30 Equity Fund (G) Review

LIC MF Focused 30 Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 10.1% over a period of 6 years. The fund was previously known as IDBI Focused 30 Equity Gr. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund manager’s name is Jaiprakash Toshniwal.

Nav of LIC MF Focused 30 Equity Fund (G) as of 2/28/2024 is ₹18.27 with the total AUM as of 2/29/2024 is ₹130.47. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Focused 30 Equity Fund (G) was launched on Nov 17, 2017. The category risk of the fund is Very High Risk.

The minimum SIP amount for LIC MF Focused 30 Equity Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

LIC MF Focused 30 Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

LIC MF Focused 30 Equity Fund (G) is rated as a 2 fund in Equity and delivered 21.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Focused 30 Equity Fund (G).

Frequently Asked Questions

What is LIC MF Focused 30 Equity Fund (G)?

LIC MF Focused 30 Equity Fund (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in LIC MF Focused 30 Equity Fund (G)?

You can invest in LIC MF Focused 30 Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of LIC MF Focused 30 Equity Fund (G)?

The minimum sip amount for LIC MF Focused 30 Equity Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is LIC MF Focused 30 Equity Fund (G) good to invest in?

As per Scripbox experts, LIC MF Focused 30 Equity Fund (G) is a Neutral fund. You can investLIC MF Focused 30 Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the LIC MF Focused 30 Equity Fund (G)?

The expense ratio of the LIC MF Focused 30 Equity Fund (G) is 2.51% for regular plan.