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  • LIC MF BSE Sensex Index Fund (G)
LIC Mutual Fund

LIC MF BSE Sensex Index Fund (G)

EquityLarge Cap

155.1112

NAV (Sep 18)

18.056%
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 ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

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

Scripbox Recommended Large Cap Funds
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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

155.1112

NAV (Sep 18)

Fund Returns

Last 1Y
22.4%
Last 3Y
12.3%
Last 5Y
18.1%
Last 10Y
12%
Since Inception
13.9%
6 Month CAGR
14.7%

Scheme Information

Investment Objective

The scheme aims to generate returns commensurate with the performance of BSE Sensex by investing in the index stocks, subject to tracking errors.

Expense Ratio
1.08
Launched (0y ago)
1.08
AUM in Crores
86.4
ISIN
INF767K01139
Lock-in
Benchmark
BSE Sensex Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
12.8
Beta
1
Sharpe Ratio
0.8
YTM
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 BSE Sensex Index Fund (G)70%11,54,489 4,21,87718.1%
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 2024-05-31

Top Stock Holdings

HDFC Bank Ltd.

13%
12.98%

Reliance Industries Ltd.

11%
10.96%

ICICI Bank Ltd.

9.1%
9.11%

Infosys Ltd.

7.2%
7.19%

ITC Ltd.

4.8%
4.82%
See all holdings

Allocation by Sector

Financial

35.91%
35.91%

Technology

14.77%
14.77%

Energy

14.77%
14.77%

Consumer Staples

8.33%
8.33%

Automobile

6.8%
6.8%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

LIC Mutual Fund

LIC Mutual Fund was established on 20th April 1989 by LIC India. LIC India id India's most trusted and premium brands. As part of LIC India, LIC mutual fund is one of the well-known players in the Asset Management sector.amc-img
phone-img022-66016177 / 022-66016178
email-imgbr.mumbai@licmf.com
Fund NameScripbox Opinion
Till Date CAGR

5.562%

7.889%

15.334%

5.663%

5.788%

8.195%

5.978%

6.91%

33.705%

10.441%

LIC MF BSE Sensex Index Fund (G) Review

LIC MF BSE Sensex Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 13.917% over a period of 21 years. The fund is managed by LIC Mutual Fund. The fund manager’s name is [object Object].

Nav of LIC MF BSE Sensex Index Fund (G) as of 9/18/2024 is ₹155.11 with the total AUM as of 9/19/2024 is ₹86.4458. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF BSE Sensex Index Fund (G) was launched on 2002-12-05. The category risk of the fund is Above Average.

The minimum SIP amount for LIC MF 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 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 BSE Sensex Total Return Index.

LIC MF BSE Sensex Index Fund (G) is rated as a 1 fund in Equity and delivered 22.417% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF BSE Sensex Index Fund (G).

Frequently Asked Questions

What is LIC MF BSE Sensex Index Fund (G)?

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

How to invest in LIC MF BSE Sensex Index Fund (G)?

You can invest in LIC MF 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 BSE Sensex Index Fund (G)?

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

Is LIC MF BSE Sensex Index Fund (G) good to invest in?

As per Scripbox experts, LIC MF BSE Sensex Index Fund (G) is a 1 fund. You can investLIC MF 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 BSE Sensex Index Fund (G)?

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