Formerly IDBI Focused 30 Equity Gr
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.1338
NAV (Sep 22)
Last 1Y | 11.3% |
Last 3Y | 20.4% |
Last 5Y | 11.3% |
Last 10Y | NA |
Since Inception | 9.7% |
6 Month CAGR | 15.7% |
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 (6y ago) | Nov 17, 2017 |
AUM in Crores | 128.728 |
ISIN | INF397L01KE9 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.8 |
Standard Deviation (5yr) | 17.7 |
Beta (3yr) | 0.92 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 1.007 |
Sharpe Ratio (5yr) | 0.341 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
LIC MF Focused 30 Equity Fund (Growth) | 9,67,033 | 2,34,421 | 11.3% | |
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.
treps
13.4%hdfc bank ltd
8.4%avenue supermarts ltd
6.6%the federal bank ltd
5.4%state bank of india
5%financial services
30.7%consumer defensive
18.7%consumer cyclical
16.7%technology
9.1%industrials
7.4%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
LIC Mutual Fund Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
4.6% | 6.9% | ||
4.2% | 5.4% | ||
4.2% | 5.4% | ||
20.4% | 13.3% | ||
4.6% | 6.4% |
LIC MF Focused 30 Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 9.7% over a period of 5 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 9/22/2023 is ₹17.13 with the total AUM as of 9/23/2023 is ₹128.728. 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 ₹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 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 IISL Nifty 500 TR INR.
LIC MF Focused 30 Equity Fund (G) is rated as a 2 fund in Equity and delivered 11.3% 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).
What is LIC MF Focused 30 Equity Fund (G)?
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 ₹1000. 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.