- Mutual Funds
- LIC Mutual Fund
- LIC MF S & P BSE Sensex Index fund (Growth)
Formerly LIC MF Index Sensex Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 130.0652
NAV (Dec 6)
Fund Returns
Last 1Y | 10.7% |
Last 3Y | 15.6% |
Last 5Y | 14.3% |
Last 10Y | 12.6% |
Since Inception | 13.5% |
6 Month CAGR | 10.5% |
Scheme Information
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 (21y ago) | Nov 14, 2002 |
AUM in Crores | 73.676 |
ISIN | INF767K01139 |
Lock-in | No Lock-in |
Benchmark | S&P BSE SENSEX TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.4 |
Standard Deviation (5yr) | 18.3 |
Beta (3yr) | 1 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 0.748 |
Sharpe Ratio (5yr) | 0.501 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF S & P BSE Sensex Index fund (Growth) | 10,45,123 | 3,12,511 | 14.3% | |
| 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
hdfc bank ltd
15.3%reliance industries ltd
10.8%icici bank ltd
8.8%infosys ltd
6.7%itc ltd
5.2%Allocation by Sector
financial services
39.5%technology
15%energy
10.8%consumer defensive
9.4%consumer cyclical
7.2%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 | |
|---|---|---|---|
4.9% | 6.9% | ||
3.9% | 5.3% | ||
3.9% | 5.3% | ||
15.6% | 13.5% | ||
4.6% | 6.4% |
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 managers are Jaiprakash Toshniwal, Sumit Bhatnagar.
Nav of LIC MF S & P BSE Sensex Index fund (G) as of 12/6/2023 is ₹130.07 with the total AUM as of 12/7/2023 is ₹73.676. 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 2 fund in Equity and delivered 10.7% 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)?
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 Neutral 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.