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  • LIC Mutual Fund
  • LIC MF S & P BSE Sensex Index fund (Growth)

Formerly LIC MF Index Sensex Gr

LIC Mutual Fund

LIC MF S & P BSE Sensex Index fund (Growth)

EquityLarge Cap

137.9275

NAV (May 17)

14.5%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

Large cap 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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

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

137.9275

NAV (May 17)

Fund Returns

Last 1Y
20.3%
Last 3Y
14.5%
Last 5Y
14.5%
Last 10Y
11.8%
Since Inception
13.5%
6 Month CAGR
12.2%

Scheme Information

Investment Objective

The main investment objective of the fund is to generate returns commensurate with the performance of the index S&P BSE Sensex based on the plans by investing in the respective index stocks subject to tracking errors. However,there is no assurance that the investment objective of the Schemes will be realized.

Expense Ratio
1.08
Launched (22y ago)
Nov 14, 2002
AUM in Crores
78.593
ISIN
INF767K01139
Lock-in
No Lock-in
Benchmark
S&P BSE SENSEX TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.7
Standard Deviation (5yr)
18.3
Beta (3yr)
1
Beta (5yr)
0.99
Sharpe Ratio (3yr)
0.764
Sharpe Ratio (5yr)
0.534
YTM
0
Fund Managers

Sumit Bhatnagar

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 S & P BSE Sensex Index fund (Growth)70%10,50,609 3,17,99714.5%
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 2024-05-17

Top Stock Holdings

hdfc bank ltd

13.5%
13.5%

reliance industries ltd

11.8%
11.8%

icici bank ltd

9.5%
9.5%

infosys ltd

5.9%
5.9%

larsen & toubro ltd

5%
5%
See all holdings

Allocation by Sector

financial services

37.7%
37.7%

technology

13.9%
13.9%

energy

11.8%
11.8%

consumer cyclical

8.4%
8.4%

consumer defensive

8.1%
8.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 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 27,381 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%

14.2%

5.9%

36.7%

9.7%

LIC MF S & P BSE Sensex Index fund (G) Review

LIC MF S & P BSE Sensex Index fund (G) is a Large Cap Equity fund and has delivered an annualised return of 13.5% over a period of 21 years. The fund was previously known as LIC MF Index Sensex Gr. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund manager’s name is Sumit Bhatnagar.

Nav of LIC MF S & P BSE Sensex Index fund (G) as of 5/17/2024 is ₹137.93 with the total AUM as of 5/20/2024 is ₹78.593. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF S & P BSE Sensex Index fund (G) was launched on Nov 14, 2002. The category risk of the fund is Very High Risk.

The minimum SIP amount for LIC MF S & P BSE Sensex Index 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 S & P BSE Sensex Index 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 SENSEX TR INR.

LIC MF S & P BSE Sensex Index fund (G) is rated as a 1 fund in Equity and delivered 20.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF S & P BSE Sensex Index fund (G).

Frequently Asked Questions

What is LIC MF S & P BSE Sensex Index fund (G)?

LIC MF S & P BSE Sensex Index fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in LIC MF S & P BSE Sensex Index fund (G)?

You can invest in LIC MF S & P BSE Sensex Index 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 S & P BSE Sensex Index fund (G)?

The minimum sip amount for LIC MF S & P BSE Sensex Index fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is LIC MF S & P BSE Sensex Index fund (G) good to invest in?

As per Scripbox experts, LIC MF S & P BSE Sensex Index fund (G) is a Not Recommended fund. You can investLIC MF S & P BSE Sensex Index 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 S & P BSE Sensex Index fund (G)?

The expense ratio of the LIC MF S & P BSE Sensex Index fund (G) is 1.08% for regular plan.