• right-arrow
  • Mutual Funds
    right-arrow
  • LIC Mutual Fund
    right-arrow
  • LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A)

Formerly LIC MF Index Nifty DP

LIC Mutual Fund

LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A)

EquityIndex Funds

36.8753

NAV (Oct 21)

15.7%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in index funds.

Click here to see our recommendations.

Index funds 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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

19 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

51 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

chart-amc-about

Historical NAV

36.8753

NAV (Oct 21)

Fund Returns

Last 1Y
51.7%
Last 3Y
20.8%
Last 5Y
15.7%
Last 10Y
13.5%
Since Inception
12.3%
6 Month CAGR
27.3%
info-icon-blue

Scheme Information

Investment Objective

The main investment objective of the fund is to generate returns commensurate with the performance of the index Nifty 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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.01
Launched (19y ago)
Nov 14, 2002
AUM in Crores
50.426
ISIN
INF767K01154
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Ritu Modi

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 18,625 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 24 equity,40 debt and 32 hybrid funds.

amc-img

  • tel-amc-about
    022-66016000
  • mail-amc-about
    cs.co@licmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    22.2%

    11.2%

    top-ranked-badge

    5.2%

    6.5%

    top-ranked-badge

    7.7%

    7.4%

    top-ranked-badge

    4.9%

    7%

    top-ranked-badge

    20.8%

    8.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A)

    About LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A)

    LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) is a Index Funds Equity fund and has delivered an annualised return of 12.3% over a period of 18 years. The fund was previously known as LIC MF Index Nifty DP . The fund is managed by LIC Mutual Fund Asset Management Limited. The fund manager’s name is Ritu Modi

    LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) Investment Objective

    The main investment objective of the fund is to generate returns commensurate with the performance of the index Nifty 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. . However, there is no assurance that the objective of the scheme will be realized.

    LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) NAV,AUM,Risk

    The LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) fund was launched on Nov 14, 2002. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-10-21 is ₹36.88. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹50.426. The category risk of the LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) fund is Very High Risk. The fund charges 1.01 % as expense ratio.

    LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.9% in this asset class. The top three holdings of the fund are , reliance industries ltd , hdfc bank ltd , infosys ltd , housing development finance corp ltd , icici bank ltd , tata consultancy services ltd , kotak mahindra bank ltd , hindustan unilever ltd , itc ltd , larsen & toubro ltd , bajaj finance ltd , axis bank ltd , state bank of india , bharti airtel ltd , asian paints ltd , hcl technologies ltd , bajaj finserv ltd , maruti suzuki india ltd , tata steel ltd , sun pharmaceuticals industries ltd , titan co ltd , wipro ltd , tech mahindra ltd , ultratech cement ltd , mahindra & mahindra ltd , ntpc ltd , indusind bank ltd , nestle india ltd , hindalco industries ltd , jsw steel ltd , power grid corp of india ltd , grasim industries ltd , divi's laboratories ltd , hdfc life insurance company limited , tata motors ltd , dr reddy's laboratories ltd , cipla ltd , sbi life insurance company limited , oil & natural gas corp ltd , bajaj auto ltd , adani ports & special economic zone ltd , tata consumer products ltd , britannia industries ltd , eicher motors ltd , upl ltd , bharat petroleum corp ltd , shree cement ltd , coal india ltd , treps , hero motocorp ltd , net receivables / (payables) , indian oil corp ltd

    LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) Investment volatility and Horizon

    This fund 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 IISL Nifty 50 TR INR

    LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) Review

    LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, LIC MF Index Nifty of Income Distribution cum Cap Wrdl fund (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.