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  • LIC MF Healthcare Fund (Growth)

Formerly IDBI Healthcare Reg Gr

LIC Mutual Fund

LIC MF Healthcare Fund (Growth)

EquitySectoral / Thematic - Pharma And Healthcare

24.0473

NAV (May 23)

19.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

24.0473

NAV (May 23)

Fund Returns

Last 1Y
49.2%
Last 3Y
9.4%
Last 5Y
19.7%
Last 10Y
NA
Since Inception
18.3%
6 Month CAGR
18.9%

Scheme Information

Investment Objective

The objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies engaged in Healthcare and Allied sectors. However there can be no assurance that the investment objective under the scheme will be realized.

Expense Ratio
2.44
Launched (5y ago)
Feb 28, 2019
AUM in Crores
62.262
ISIN
INF397L01LG2
Lock-in
No Lock-in
Benchmark
S&P BSE Healthcare TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
14.3
Standard Deviation (5yr)
17.8
Beta (3yr)
0.92
Beta (5yr)
0.88
Sharpe Ratio (3yr)
0.41
Sharpe Ratio (5yr)
0.779
YTM
0
Fund Managers

Karan Doshi

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 Healthcare Fund (Growth)70%12,06,850 4,74,23819.7%
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 2024-05-23

Top Stock Holdings

sun pharmaceuticals industries ltd

11.2%
11.2%

zydus lifesciences ltd

7%
7%

j.b. chemicals & pharmaceuticals ltd

6.4%
6.4%

piramal pharma ltd

6.4%
6.4%

cipla ltd

6.1%
6.1%
See all holdings

Allocation by Sector

healthcare

94.7%
94.7%

basic materials

1.7%
1.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 18,691 cr

₹ 22,471 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 27,407 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
phone-img022-66016000
Fund NameScripbox Opinion
Till Date CAGR

4.6%

7.7%

4.6%

6.6%

4.6%

6.6%

14.5%

5.9%

36.9%

9.9%

LIC MF Healthcare Fund (G) Review

LIC MF Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 18.3% over a period of 5 years. The fund was previously known as IDBI Healthcare Reg Gr. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund manager’s name is Karan Doshi.

Nav of LIC MF Healthcare Fund (G) as of 5/23/2024 is ₹24.05 with the total AUM as of 5/24/2024 is ₹62.262. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Healthcare Fund (G) was launched on Feb 28, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for LIC MF Healthcare 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 Healthcare 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 S&P BSE Healthcare TR INR.

LIC MF Healthcare Fund (G) is rated as a 0 fund in Equity and delivered 49.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Healthcare Fund (G).

Frequently Asked Questions

What is LIC MF Healthcare Fund (G)?

LIC MF Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in LIC MF Healthcare Fund (G)?

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

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

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

As per Scripbox experts, LIC MF Healthcare Fund (G) is a Not Reviewed Yet fund. You can investLIC MF Healthcare 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 Healthcare Fund (G)?

The expense ratio of the LIC MF Healthcare Fund (G) is 2.44% for regular plan.