- Mutual Funds
- LIC Mutual Fund
- LIC MF Focused Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF Focused Fund (G) | 11,55,171 | 4,22,559 | 18.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Kotak Mahindra Bank Ltd.
7.7%Hindustan Unilever Ltd.
7.6%HDFC Bank Ltd.
7.3%Tech Mahindra Ltd.
5.7%TARC Ltd.
4.4%Allocation by Sector
Financial
27.4%Consumer Staples
13.34%Technology
11.98%Construction
8.75%Healthcare
7.51%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
LIC Mutual Fund
| Fund Name | Scripbox 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)?
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.