- Mutual Funds
- LIC Mutual Fund
- LIC MF Healthcare Fund (Growth)
Formerly IDBI Healthcare Reg Gr
LIC MF Healthcare Fund (Growth)
₹ 20.6885
NAV (Nov 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.6885
NAV (Nov 30)
Fund Returns
Last 1Y | 17% |
Last 3Y | 8.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.1% |
6 Month CAGR | 23.1% |
Scheme Information
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 (4y ago) | Feb 28, 2019 |
AUM in Crores | 48.338 |
ISIN | INF397L01LG2 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Healthcare TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.2 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.203 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF Healthcare Fund (Growth) | NaN | NaN | % | |
| 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
sun pharmaceuticals industries ltd
14.5%apollo hospitals enterprise ltd
8.4%dr reddy's laboratories ltd
8.2%j.b. chemicals & pharmaceuticals ltd
6.8%cipla ltd
6.4%Allocation by Sector
healthcare
96.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
LIC Mutual Fund Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.8% | 6.9% | ||
3.9% | 5.3% | ||
3.9% | 5.3% | ||
15% | 13.3% | ||
4.6% | 6.4% |
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 16.1% over a period of 4 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 11/30/2023 is ₹20.69 with the total AUM as of 12/1/2023 is ₹48.338. 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 17% 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)?
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.