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  • LIC MF Focused Fund (G)
LIC Mutual Fund

LIC MF Focused Fund (G)

EquityFocused

22.1475

NAV (Oct 04)

18.078%
5 Year CAGR
Scripbox Opinion
Not Recommended
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

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

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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

22.1475

NAV (Oct 4)

Fund Returns

Last 1Y
30.7%
Last 3Y
13.1%
Last 5Y
18.1%
Last 10Y
NA
Since Inception
12.2%
6 Month CAGR
16.5%

Scheme Information

Investment Objective

The Scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity and equity related instruments of up to 30 companies across market capitalisation.

Expense Ratio
2.51
Launched (0y ago)
2.51
AUM in Crores
152.7
ISIN
INF397L01KE9
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.3
Beta
0.9
Sharpe Ratio
0.7
YTM
-
Fund Managers

Jaiprakash Toshniwal

Fund Manager

Sumit Bhatnagar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
LIC MF Focused Fund (G)70%11,55,171 4,22,55918.1%
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 2024-09-23

Top Stock Holdings

Kotak Mahindra Bank Ltd.

7.7%
7.7%

Hindustan Unilever Ltd.

7.6%
7.56%

HDFC Bank Ltd.

7.3%
7.3%

Tech Mahindra Ltd.

5.7%
5.7%

TARC Ltd.

4.4%
4.4%
See all holdings

Allocation by Sector

Financial

27.4%
27.4%

Consumer Staples

13.34%
13.34%

Technology

11.98%
11.98%

Construction

8.75%
8.75%

Healthcare

7.51%
7.51%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

LIC Mutual Fund

LIC Mutual Fund was established on 20th April 1989 by LIC India. LIC India id India's most trusted and premium brands. As part of LIC India, LIC mutual fund is one of the well-known players in the Asset Management sector.amc-img
phone-img022-66016177 / 022-66016178
email-imgbr.mumbai@licmf.com
Fund NameScripbox Opinion
Till Date CAGR

5.672%

7.884%

16.698%

5.967%

5.801%

8.175%

6.055%

6.912%

32.806%

10.312%

LIC MF Focused Fund (G) Review

LIC MF Focused Fund (G) is a Equity Equity fund and has delivered an annualised return of 12.242% over a period of 6 years. The fund is managed by LIC Mutual Fund. The fund managers are Jaiprakash Toshniwal, Sumit Bhatnagar.

Nav of LIC MF Focused Fund (G) as of 10/4/2024 is ₹22.15 with the total AUM as of 10/6/2024 is ₹152.7069. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Focused Fund (G) was launched on 2017-11-17. The category risk of the fund is Below Average.

The minimum SIP amount for LIC MF Focused Fund (G) is ₹1000 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 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 Total Return Index.

LIC MF Focused Fund (G) is rated as a 1 fund in Equity and delivered 30.712% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Focused Fund (G).

Frequently Asked Questions

What is LIC MF Focused Fund (G)?

LIC MF Focused Fund (G) is a Equity 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 Fund (G)?

You can invest in LIC MF Focused 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 Fund (G)?

The minimum sip amount for LIC MF Focused Fund (G) is ₹1000. You can invest in multiples of ₹5000.

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

As per Scripbox experts, LIC MF Focused Fund (G) is a 1 fund. You can investLIC MF Focused 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 Fund (G)?

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