- Mutual Funds
- LIC Mutual Fund
- LIC MF Healthcare Fund Transfer plan (PIDCW-A)
Formerly IDBI Healthcare Reg IDCW-T
LIC MF Healthcare Fund Transfer plan (PIDCW-A)
₹ 23.8742
NAV (Apr 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.8742
NAV (Apr 22)
Fund Returns
Last 1Y | 44.7% |
Last 3Y | 10.8% |
Last 5Y | 18.8% |
Last 10Y | NA |
Since Inception | 18.4% |
6 Month CAGR | 26.5% |
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 (5y ago) | Feb 28, 2019 |
AUM in Crores | 61.690 |
ISIN | INF397L01LF4 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Healthcare TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.1 |
Standard Deviation (5yr) | 17.8 |
Beta (3yr) | 0.92 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 0.57 |
Sharpe Ratio (5yr) | 0.766 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF Healthcare Fund Transfer plan (PIDCW-A) | 11,77,828 | 4,45,216 | 18.8% | |
| 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
14.9%zydus lifesciences ltd
7.5%j.b. chemicals & pharmaceuticals ltd
6.3%piramal pharma ltd
5.8%cipla ltd
5.7%Allocation by Sector
healthcare
95%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
LIC Mutual Fund Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.4% | 7.7% | ||
4.4% | 6.6% | ||
4.4% | 6.6% | ||
15.2% | 6.1% | ||
34% | 8.9% |
LIC MF Healthcare Fund Transfer plan (PIDCW-A) Review
LIC MF Healthcare Fund Transfer plan (PIDCW-A) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 18.4% over a period of 5 years. The fund was previously known as IDBI Healthcare Reg IDCW-T. 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 Transfer plan (PIDCW-A) as of 4/22/2024 is ₹23.87 with the total AUM as of 4/23/2024 is ₹61.69. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Healthcare Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A) is rated as a 0 fund in Equity and delivered 44.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Healthcare Fund Transfer plan (PIDCW-A).
Frequently Asked Questions
What is LIC MF Healthcare Fund Transfer plan (PIDCW-A)?
How to invest in LIC MF Healthcare Fund Transfer plan (PIDCW-A)?
You can invest in LIC MF Healthcare Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A)?
The minimum sip amount for LIC MF Healthcare Fund Transfer plan (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is LIC MF Healthcare Fund Transfer plan (PIDCW-A) good to invest in?
As per Scripbox experts, LIC MF Healthcare Fund Transfer plan (PIDCW-A) is a Not Reviewed Yet fund. You can investLIC MF Healthcare Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A)?
The expense ratio of the LIC MF Healthcare Fund Transfer plan (PIDCW-A) is 2.44% for regular plan.