+91-22-4891390910টি সেরা LIC মিউচুয়াল ফান্ড স্কিম 2022৷
ভারতের প্রিমিয়ার ব্র্যান্ডের একটি সহযোগী কোম্পানি হচ্ছে,এলআইসি মিউচুয়াল ফান্ড সম্পদ ব্যবস্থাপনা ক্ষেত্রের একজন স্বীকৃত খেলোয়াড়। ফান্ড হাউস একটি প্রশস্ত প্রস্তাবপরিসর মধ্যে মিউচুয়াল ফান্ড প্রকল্পেরবাজার. বিনিয়োগকারীর মত বিকল্প থেকে চয়ন করতে পারেনইক্যুইটি ফান্ড,ঋণ তহবিল,তরল তহবিল,হাইব্রিড ফান্ড, ইত্যাদি
আদর্শভাবে, আপনার এমন একটি তহবিল বেছে নেওয়া উচিত যা আপনার বিনিয়োগের লক্ষ্যগুলির সাথে সম্পর্কিত আপনার প্রয়োজনীয়তার সাথে সবচেয়ে উপযুক্ত। অনেক দিনের-মেয়াদী পরিকল্পনা, ইক্যুইটিগুলি সবচেয়ে উপযুক্ত, যখন স্বল্পমেয়াদী জন্য আপনি পছন্দ করতে পারেনবিনিয়োগ ঋণীযৌথ পুঁজি. বিনিয়োগের সেরা অংশগুলির মধ্যে একটিএলআইসি মিউচুয়াল ফান্ড হল এটির একটি শক্তিশালী ঝুঁকি ব্যবস্থাপনা দল রয়েছে যা বাজারের প্রবণতা পূর্বাভাস দেয় এবং সেই অনুযায়ী আপনার পোর্টফোলিওর ভারসাম্য বজায় রাখতে সাহায্য করে। বিনিয়োগের পরিকল্পনাকারী বিনিয়োগকারীরা নীচে তালিকাভুক্ত শীর্ষ 10টি সেরা LIC মিউচুয়াল ফান্ড স্কিম থেকে একটি তহবিল বেছে নিতে পারেন।
এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি
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সেরা এলআইসি মিউচুয়াল ফান্ড স্কিম
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) LIC MF Infrastructure Fund Growth ₹54.4463
↑ 0.63 ₹1,099 5,000 1,000 11.7 12.2 8.1 26.3 23.3 9.7 -3.7 LIC MF Large and Midcap Fund Growth ₹39.0103
↑ 0.58 ₹2,983 5,000 1,000 7.2 2 -0.4 15.1 12.6 12.7 0.2 LIC MF Multi Cap Fund Growth ₹103.962
↑ 1.60 ₹997 5,000 1,000 11.9 3.6 5.9 12.2 10.9 9.9 2 LIC MF Equity Hybrid Fund Growth ₹197.261
↑ 1.65 ₹512 5,000 1,000 4.9 -0.8 -0.8 10.3 8.7 8.4 5.6 LIC MF Tax Plan Growth ₹146.963
↑ 1.44 ₹978 500 500 5.2 -3.4 -5 10 10.2 10.6 0.8 LIC MF Childrens Fund Growth ₹33.1809
↑ 0.42 ₹15 5,000 1,000 8.3 3.5 0.9 9.2 8.3 5 -4.9 LIC MF Banking & Financial Services Fund Growth ₹21.7024
↑ 0.23 ₹256 5,000 1,000 5.3 -2.9 1.5 8 10.6 7.1 16.5 LIC MF Large Cap Fund Growth ₹52.963
↑ 0.35 ₹1,330 5,000 1,000 2.5 -5.8 -6.9 7.6 7.6 10 6 LIC MF Index Fund Nifty Growth ₹132.405
↑ 0.45 ₹356 5,000 1,000 1.1 -6.6 -5.9 7.5 8.9 12 10.7 LIC MF Banking and PSU Debt Fund Growth ₹36.7287
↑ 0.01 ₹1,831 5,000 1,000 2 2.8 4.7 7 5.8 7 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jul 26 Research Highlights & Commentary of 10 Funds showcased
Commentary LIC MF Infrastructure Fund LIC MF Large and Midcap Fund LIC MF Multi Cap Fund LIC MF Equity Hybrid Fund LIC MF Tax Plan LIC MF Childrens Fund LIC MF Banking & Financial Services Fund LIC MF Large Cap Fund LIC MF Index Fund Nifty LIC MF Banking and PSU Debt Fund Point 1 Upper mid AUM (₹1,099 Cr). Highest AUM (₹2,983 Cr). Upper mid AUM (₹997 Cr). Lower mid AUM (₹512 Cr). Lower mid AUM (₹978 Cr). Bottom quartile AUM (₹15 Cr). Bottom quartile AUM (₹256 Cr). Upper mid AUM (₹1,330 Cr). Bottom quartile AUM (₹356 Cr). Top quartile AUM (₹1,831 Cr). Point 2 Established history (18+ yrs). Established history (11+ yrs). Oldest track record among peers (27 yrs). Established history (27+ yrs). Established history (27+ yrs). Established history (24+ yrs). Established history (11+ yrs). Established history (27+ yrs). Established history (23+ yrs). Established history (19+ yrs). Point 3 Not Rated. Not Rated. Top rated. Rating: 2★ (top quartile). Rating: 1★ (upper mid). Not Rated. Not Rated. Rating: 2★ (upper mid). Rating: 1★ (upper mid). Rating: 1★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately Low. Point 5 5Y return: 23.29% (top quartile). 5Y return: 12.56% (top quartile). 5Y return: 10.89% (upper mid). 5Y return: 8.67% (lower mid). 5Y return: 10.25% (upper mid). 5Y return: 8.29% (bottom quartile). 5Y return: 10.59% (upper mid). 5Y return: 7.60% (bottom quartile). 5Y return: 8.92% (lower mid). 1Y return: 4.75% (upper mid). Point 6 3Y return: 26.34% (top quartile). 3Y return: 15.13% (top quartile). 3Y return: 12.20% (upper mid). 3Y return: 10.26% (upper mid). 3Y return: 10.00% (upper mid). 3Y return: 9.18% (lower mid). 3Y return: 7.99% (lower mid). 3Y return: 7.59% (bottom quartile). 3Y return: 7.49% (bottom quartile). 1M return: 0.88% (bottom quartile). Point 7 1Y return: 8.05% (top quartile). 1Y return: -0.45% (lower mid). 1Y return: 5.87% (top quartile). 1Y return: -0.81% (lower mid). 1Y return: -5.03% (bottom quartile). 1Y return: 0.92% (upper mid). 1Y return: 1.50% (upper mid). 1Y return: -6.93% (bottom quartile). 1Y return: -5.88% (bottom quartile). Sharpe: -1.68 (bottom quartile). Point 8 Alpha: 4.51 (top quartile). Alpha: -6.11 (bottom quartile). Alpha: 3.35 (top quartile). 1M return: 3.11% (bottom quartile). Alpha: -7.46 (bottom quartile). 1M return: 3.79% (lower mid). Alpha: 1.70 (upper mid). Alpha: -6.01 (bottom quartile). 1M return: 3.33% (lower mid). Information ratio: 0.00 (top quartile). Point 9 Sharpe: 0.26 (top quartile). Sharpe: -0.42 (lower mid). Sharpe: 0.00 (top quartile). Alpha: -0.82 (lower mid). Sharpe: -0.64 (bottom quartile). Alpha: 2.15 (upper mid). Sharpe: -0.24 (upper mid). Sharpe: -0.71 (bottom quartile). Alpha: -1.10 (lower mid). Yield to maturity (debt): 7.58% (top quartile). Point 10 Information ratio: 0.55 (top quartile). Information ratio: -0.35 (upper mid). Information ratio: -0.44 (lower mid). Sharpe: -0.42 (upper mid). Information ratio: -0.87 (bottom quartile). Sharpe: -0.22 (upper mid). Information ratio: -0.38 (lower mid). Information ratio: -1.42 (bottom quartile). Sharpe: -0.57 (lower mid). Modified duration: 2.15 yrs (bottom quartile). LIC MF Infrastructure Fund
LIC MF Large and Midcap Fund
LIC MF Multi Cap Fund
LIC MF Equity Hybrid Fund
LIC MF Tax Plan
LIC MF Childrens Fund
LIC MF Banking & Financial Services Fund
LIC MF Large Cap Fund
LIC MF Index Fund Nifty
LIC MF Banking and PSU Debt Fund
The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on (Erstwhile LIC MF Midcap Fund) To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of mid-cap companies. However, there can be no assurance that the investment objective of the scheme will be realised. Research Highlights for LIC MF Large and Midcap Fund Below is the key information for LIC MF Large and Midcap Fund Returns up to 1 year are on (Erstwhile LIC MF Equity Fund) The main investment objective of the scheme is to provide capital growth by investing mainly in equities. The investment portfolio of the scheme will be
constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Multi Cap Fund Below is the key information for LIC MF Multi Cap Fund Returns up to 1 year are on (Erstwhile LIC MF Balanced Fund) An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However, there is no assurance that the investment objective of the
Scheme will be realised. Research Highlights for LIC MF Equity Hybrid Fund Below is the key information for LIC MF Equity Hybrid Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Tax Plan Below is the key information for LIC MF Tax Plan Returns up to 1 year are on An open ended scheme which seeks to generate long term capital growth through a judicious mix of investment in quality debt securities and equities with relatively low risk levels through research based investments. Research Highlights for LIC MF Childrens Fund Below is the key information for LIC MF Childrens Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation for unit holders from a portfolio that is invested substantially in equity and equity related securities of companies engaged in banking & financial services sector. However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Banking & Financial Services Fund Below is the key information for LIC MF Banking & Financial Services Fund Returns up to 1 year are on (Erstwhile LIC MF Growth Fund) An open ended pure Growth scheme seeking to provide capital growth by investing mainly in equity instruments and also in debt and other permitted instruments of capital and money markets. The investment portfolio of the scheme will be constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme
will be realised. Research Highlights for LIC MF Large Cap Fund Below is the key information for LIC MF Large Cap Fund Returns up to 1 year are on The main investment objective of the fund is to generate returns commensurate with the performance of the index either Nifty / Sensex based on the plans by investing in the respective index stocks subject to tracking errors. Research Highlights for LIC MF Index Fund Nifty Below is the key information for LIC MF Index Fund Nifty Returns up to 1 year are on (Erstwhile LIC MF Income Plus Fund) The investment objective of the Scheme is to generate income by investing in a portfolio of quality short term debt securities. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Banking and PSU Debt Fund Below is the key information for LIC MF Banking and PSU Debt Fund Returns up to 1 year are on 1. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (09 Jul 26) ₹54.4463 ↑ 0.63 (1.18 %) Net Assets (Cr) ₹1,099 on 31 May 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio 0.26 Information Ratio 0.55 Alpha Ratio 4.51 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹11,137 30 Jun 23 ₹14,179 30 Jun 24 ₹26,268 30 Jun 25 ₹26,896 30 Jun 26 ₹29,151 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 3.3% 3 Month 11.7% 6 Month 12.2% 1 Year 8.1% 3 Year 26.3% 5 Year 23.3% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 47.8% 2022 44.4% 2021 7.9% 2020 46.6% 2019 -0.1% 2018 13.3% 2017 -14.6% 2016 42.2% 2015 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0.23 Yr. Mahesh Bendre 1 Jul 24 2 Yr. Data below for LIC MF Infrastructure Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 37.05% Consumer Cyclical 20.88% Basic Materials 12.42% Utility 11.88% Communication Services 5.02% Financial Services 3.98% Real Estate 1.97% Health Care 1.89% Technology 1.08% Asset Allocation
Asset Class Value Cash 3.82% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹44 Cr 106,968
↓ -10,884 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006554% ₹40 Cr 65,325
↓ -7,684 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV4% ₹39 Cr 982,891
↓ -332,760 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹39 Cr 1,015,933
↑ 26,983 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | TATAPOWER3% ₹36 Cr 861,040
↑ 524,312 KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL3% ₹34 Cr 432,816
↑ 6,280 Siemens Energy India Ltd (Utilities)
Equity, Since 31 Aug 25 | ENRIN3% ₹34 Cr 87,106
↑ 24,800 JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Apr 26 | JSWINFRA3% ₹31 Cr 1,133,858
↑ 745,681 Carraro India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | CARRARO3% ₹31 Cr 572,991 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 26 | BDL3% ₹29 Cr 242,954
↑ 157,744 2. LIC MF Large and Midcap Fund
LIC MF Large and Midcap Fund
Growth Launch Date 25 Feb 15 NAV (09 Jul 26) ₹39.0103 ↑ 0.58 (1.52 %) Net Assets (Cr) ₹2,983 on 31 May 26 Category Equity - Large & Mid Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 1.85 Sharpe Ratio -0.42 Information Ratio -0.35 Alpha Ratio -6.11 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,249 30 Jun 23 ₹11,941 30 Jun 24 ₹17,771 30 Jun 25 ₹18,624 30 Jun 26 ₹18,104 Returns for LIC MF Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 6.8% 3 Month 7.2% 6 Month 2% 1 Year -0.4% 3 Year 15.1% 5 Year 12.6% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.2% 2023 27.9% 2022 26.7% 2021 -2.3% 2020 33.3% 2019 14.1% 2018 10.9% 2017 -5% 2016 40.1% 2015 13.2% Fund Manager information for LIC MF Large and Midcap Fund
Name Since Tenure Sudhanshu Asthana 7 Apr 26 0.23 Yr. Dikshit Mittal 1 Jun 23 3.08 Yr. Data below for LIC MF Large and Midcap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 25.67% Financial Services 24.6% Consumer Cyclical 15.17% Health Care 8.96% Consumer Defensive 5.16% Communication Services 4.82% Basic Materials 4.71% Technology 4.66% Real Estate 2.26% Utility 1.66% Asset Allocation
Asset Class Value Cash 2.33% Equity 97.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 26 | AUBANK4% ₹105 Cr 1,066,500
↑ 1,066,500 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | SCHAEFFLER3% ₹101 Cr 245,209
↑ 44,522 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | AXISBANK3% ₹100 Cr 778,610
↑ 290,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 26 | PERSISTENT3% ₹100 Cr 192,634
↑ 87,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 25 | LT3% ₹92 Cr 226,897 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | BHARATFORG3% ₹92 Cr 469,866
↑ 132,500 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 29 Feb 24 | SCHNEIDER3% ₹91 Cr 693,051
↑ 55,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 25 | APOLLOHOSP3% ₹89 Cr 109,314
↑ 9,250 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 26 | INDIGO3% ₹89 Cr 202,115
↑ 34,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 26 | BAJFINANCE3% ₹89 Cr 975,000 3. LIC MF Multi Cap Fund
LIC MF Multi Cap Fund
Growth Launch Date 15 Feb 99 NAV (09 Jul 26) ₹103.962 ↑ 1.60 (1.56 %) Net Assets (Cr) ₹997 on 31 May 26 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0 Information Ratio -0.44 Alpha Ratio 3.35 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Multi Cap Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,508 30 Jun 23 ₹11,742 30 Jun 24 ₹16,005 30 Jun 25 ₹15,691 30 Jun 26 ₹16,572 Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 8.5% 3 Month 11.9% 6 Month 3.6% 1 Year 5.9% 3 Year 12.2% 5 Year 10.9% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2% 2023 18.8% 2022 28.8% 2021 -2.6% 2020 20.2% 2019 10.4% 2018 13.7% 2017 -7.7% 2016 25.7% 2015 2.2% Fund Manager information for LIC MF Multi Cap Fund
Name Since Tenure Sudhanshu Asthana 7 Apr 26 0.23 Yr. Data below for LIC MF Multi Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 28.39% Industrials 15.74% Consumer Cyclical 10.76% Technology 10.6% Basic Materials 10.15% Health Care 10.11% Consumer Defensive 4.9% Communication Services 2.85% Real Estate 2.31% Utility 1.68% Asset Allocation
Asset Class Value Cash 2.51% Equity 97.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 26 | ICICIBANK6% ₹63 Cr 504,330 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | AXISBANK4% ₹40 Cr 312,457 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 25 | LT3% ₹34 Cr 83,902 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 May 26 | SOLARINDS3% ₹33 Cr 18,000
↑ 18,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 25 | APOLLOHOSP3% ₹32 Cr 39,563 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 24 | NAVINFLUOR3% ₹31 Cr 43,995
↓ -6,750 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Oct 24 | TORNTPHARM3% ₹30 Cr 67,225 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 26 | POWERINDIA3% ₹29 Cr 7,500 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Jun 25 | INDIGO3% ₹29 Cr 65,075 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 26 | SUNPHARMA3% ₹29 Cr 158,500
↑ 13,500 4. LIC MF Equity Hybrid Fund
LIC MF Equity Hybrid Fund
Growth Launch Date 3 Feb 99 NAV (09 Jul 26) ₹197.261 ↑ 1.65 (0.84 %) Net Assets (Cr) ₹512 on 31 May 26 Category Hybrid - Hybrid Equity AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.28 Sharpe Ratio -0.42 Information Ratio -0.05 Alpha Ratio -0.82 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Hybrid Equity Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,609 30 Jun 23 ₹11,236 30 Jun 24 ₹14,439 30 Jun 25 ₹15,389 30 Jun 26 ₹15,143 Returns for LIC MF Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 3.1% 3 Month 4.9% 6 Month -0.8% 1 Year -0.8% 3 Year 10.3% 5 Year 8.7% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.6% 2023 17% 2022 19.3% 2021 -2.2% 2020 15.5% 2019 9.6% 2018 13.5% 2017 -4.5% 2016 20.4% 2015 5.5% Fund Manager information for LIC MF Equity Hybrid Fund
Name Since Tenure Sumit Bhatnagar 1 Jul 24 2 Yr. Pratik Shroff 26 Sep 23 2.76 Yr. Data below for LIC MF Equity Hybrid Fund as on 31 May 26
Asset Allocation
Asset Class Value Cash 14.64% Equity 65.69% Debt 19.67% Equity Sector Allocation
Sector Value Financial Services 16.74% Consumer Cyclical 11.86% Health Care 8.55% Technology 7.02% Industrials 6.63% Basic Materials 5.51% Consumer Defensive 4.35% Communication Services 3.1% Energy 1.93% Debt Sector Allocation
Sector Value Government 14.7% Cash Equivalent 11.56% Corporate 8.06% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK5% ₹23 Cr 310,470 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | ICICIBANK4% ₹22 Cr 172,801 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | AXISBANK2% ₹13 Cr 99,474
↑ 20,544 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS2% ₹12 Cr 51,153 7.34% Govt Stock 2064
Sovereign Bonds | -2% ₹11 Cr 1,098,400 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 20 | BHARTIARTL2% ₹11 Cr 57,420 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 25 | APOLLOHOSP2% ₹10 Cr 12,701 NLc India Limited
Debentures | -2% ₹10 Cr 100 7.7% Karnataka Sgs 2033
Sovereign Bonds | -2% ₹10 Cr 1,000,000 7.73% Karnataka Sgs 2034
Sovereign Bonds | -2% ₹10 Cr 1,000,000 5. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (09 Jul 26) ₹146.963 ↑ 1.44 (0.99 %) Net Assets (Cr) ₹978 on 31 May 26 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.64 Information Ratio -0.87 Alpha Ratio -7.46 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,843 30 Jun 23 ₹12,322 30 Jun 24 ₹16,467 30 Jun 25 ₹17,361 30 Jun 26 ₹16,332 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 5.4% 3 Month 5.2% 6 Month -3.4% 1 Year -5% 3 Year 10% 5 Year 10.2% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.8% 2023 22.6% 2022 26.3% 2021 -1.6% 2020 26.2% 2019 8.9% 2018 11.9% 2017 -1.1% 2016 37.3% 2015 3.3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0.23 Yr. Data below for LIC MF Tax Plan as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 30.26% Consumer Cyclical 19.24% Industrials 12.01% Health Care 9.27% Basic Materials 7.68% Consumer Defensive 7.55% Technology 4.19% Energy 2.36% Communication Services 2.17% Asset Allocation
Asset Class Value Cash 5.27% Equity 94.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹76 Cr 604,329 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK7% ₹68 Cr 916,422 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | AXISBANK5% ₹44 Cr 342,519 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN3% ₹32 Cr 210,855 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹31 Cr 320,605 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT3% ₹28 Cr 68,942 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jul 23 | GRASIM3% ₹25 Cr 80,412 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT2% ₹24 Cr 33,738 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Sep 23 | 5332932% ₹23 Cr 118,581
↓ -57,517 Blue Star Ltd (Industrials)
Equity, Since 31 Oct 22 | BLUESTARCO2% ₹21 Cr 131,363 6. LIC MF Childrens Fund
LIC MF Childrens Fund
Growth Launch Date 21 Nov 01 NAV (09 Jul 26) ₹33.1809 ↑ 0.42 (1.27 %) Net Assets (Cr) ₹15 on 31 May 26 Category Solutions - Childrens Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderately High Expense Ratio 2.23 Sharpe Ratio -0.22 Information Ratio -0.18 Alpha Ratio 2.15 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Sub Cat. Childrens Fund Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,689 30 Jun 23 ₹11,425 30 Jun 24 ₹14,783 30 Jun 25 ₹14,737 30 Jun 26 ₹14,927 Returns for LIC MF Childrens Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 3.8% 3 Month 8.3% 6 Month 3.5% 1 Year 0.9% 3 Year 9.2% 5 Year 8.3% 10 Year 15 Year Since launch 5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.9% 2023 18.5% 2022 22.1% 2021 -1% 2020 15.5% 2019 12.4% 2018 13.2% 2017 -8% 2016 14.1% 2015 9.7% Fund Manager information for LIC MF Childrens Fund
Name Since Tenure Pratik Shroff 26 Sep 23 2.76 Yr. Mahesh Bendre 7 Apr 26 0.23 Yr. Data below for LIC MF Childrens Fund as on 31 May 26
Asset Allocation
Asset Class Value Cash 7.01% Equity 82.57% Debt 10.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -10% ₹2 Cr 150,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | AXISBANK4% ₹1 Cr 4,219 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK3% ₹0 Cr 6,043 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT3% ₹0 Cr 1,019 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Aug 25 | ONESOURCE2% ₹0 Cr 2,005 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN2% ₹0 Cr 3,746 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK2% ₹0 Cr 2,784 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK2% ₹0 Cr 8,891 Neuland Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 25 | NEULANDLAB2% ₹0 Cr 189 Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ARVINDFASN2% ₹0 Cr 6,954 7. LIC MF Banking & Financial Services Fund
LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (09 Jul 26) ₹21.7024 ↑ 0.23 (1.06 %) Net Assets (Cr) ₹256 on 31 May 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.27 Sharpe Ratio -0.24 Information Ratio -0.38 Alpha Ratio 1.7 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,432 30 Jun 23 ₹13,090 30 Jun 24 ₹15,544 30 Jun 25 ₹16,371 30 Jun 26 ₹16,475 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 7.3% 3 Month 5.3% 6 Month -2.9% 1 Year 1.5% 3 Year 8% 5 Year 10.6% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.5% 2023 0.5% 2022 20.5% 2021 19.6% 2020 9.8% 2019 -2.1% 2018 19.9% 2017 -18% 2016 32.7% 2015 10.5% Fund Manager information for LIC MF Banking & Financial Services Fund
Name Since Tenure Sudhanshu Asthana 7 Apr 26 0.23 Yr. Data below for LIC MF Banking & Financial Services Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 91.25% Technology 2.75% Asset Allocation
Asset Class Value Cash 6% Equity 94% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK13% ₹33 Cr 263,994
↑ 10,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK11% ₹27 Cr 364,886
↓ -152,500 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | AXISBANK10% ₹26 Cr 204,239
↑ 35,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | KOTAKBANK6% ₹15 Cr 385,375
↓ -134,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | AUBANK5% ₹14 Cr 141,904
↑ 134,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | BAJFINANCE4% ₹11 Cr 123,264
↑ 55,000 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | NAM-INDIA3% ₹9 Cr 78,642
↑ 50,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | KARURVYSYA3% ₹8 Cr 268,681
↑ 175,000 One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | PAYTM3% ₹7 Cr 63,052
↑ 33,500 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | PFC3% ₹7 Cr 164,515
↑ 60,000 8. LIC MF Large Cap Fund
LIC MF Large Cap Fund
Growth Launch Date 3 Feb 99 NAV (09 Jul 26) ₹52.963 ↑ 0.35 (0.66 %) Net Assets (Cr) ₹1,330 on 31 May 26 Category Equity - Large Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio -0.71 Information Ratio -1.42 Alpha Ratio -6.01 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large Cap Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,754 30 Jun 23 ₹11,536 30 Jun 24 ₹14,815 30 Jun 25 ₹15,565 30 Jun 26 ₹14,445 Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 4.2% 3 Month 2.5% 6 Month -5.8% 1 Year -6.9% 3 Year 7.6% 5 Year 7.6% 10 Year 15 Year Since launch 10% Historical performance (Yearly) on absolute basis
Year Returns 2024 6% 2023 14.2% 2022 16.9% 2021 -1.6% 2020 23.8% 2019 13.8% 2018 15% 2017 0.7% 2016 26.8% 2015 2.3% Fund Manager information for LIC MF Large Cap Fund
Name Since Tenure Sumit Bhatnagar 3 Oct 23 2.74 Yr. Mahesh Bendre 24 Jul 25 0.93 Yr. Data below for LIC MF Large Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 33.35% Consumer Cyclical 15.37% Industrials 13.78% Basic Materials 9.71% Consumer Defensive 7.51% Energy 5.12% Communication Services 4.52% Health Care 4.43% Technology 4.17% Asset Allocation
Asset Class Value Cash 2.05% Equity 97.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK9% ₹116 Cr 925,371
↑ 42,347 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK8% ₹104 Cr 1,390,404 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT6% ₹76 Cr 187,361 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE5% ₹68 Cr 515,284
↓ -142,034 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹60 Cr 328,770
↑ 7,059 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | AXISBANK4% ₹48 Cr 372,988
↑ 31,368 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹48 Cr 493,333
↑ 43,451 InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 26 | INDIGO3% ₹39 Cr 89,177
↑ 26,975 Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY3% ₹38 Cr 328,690 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV3% ₹37 Cr 951,603 9. LIC MF Index Fund Nifty
LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (09 Jul 26) ₹132.405 ↑ 0.45 (0.34 %) Net Assets (Cr) ₹356 on 31 May 26 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio -0.57 Information Ratio -16.8 Alpha Ratio -1.1 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (1%),1 Months and above(NIL) Sub Cat. Index Fund Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,054 30 Jun 23 ₹12,230 30 Jun 24 ₹15,306 30 Jun 25 ₹16,282 30 Jun 26 ₹15,236 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 3.3% 3 Month 1.1% 6 Month -6.6% 1 Year -5.9% 3 Year 7.5% 5 Year 8.9% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.7% 2023 8.8% 2022 19.8% 2021 4.7% 2020 23.8% 2019 14.7% 2018 12.6% 2017 2.6% 2016 28.6% 2015 2.7% Fund Manager information for LIC MF Index Fund Nifty
Name Since Tenure Nikhil Kapoor 7 Apr 26 0.23 Yr. Data below for LIC MF Index Fund Nifty as on 31 May 26
Asset Allocation
Asset Class Value Cash 0.6% Equity 99.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK10% ₹37 Cr 501,238
↑ 798 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK8% ₹29 Cr 234,183 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE8% ₹29 Cr 221,418 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹18 Cr 100,622 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹16 Cr 38,533
↑ 172 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY4% ₹13 Cr 114,791 State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN4% ₹13 Cr 135,980
↑ 369 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | AXISBANK3% ₹12 Cr 94,227
↑ 595 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK3% ₹9 Cr 240,440 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC3% ₹9 Cr 314,792 10. LIC MF Banking and PSU Debt Fund
LIC MF Banking and PSU Debt Fund
Growth Launch Date 28 May 07 NAV (09 Jul 26) ₹36.7287 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹1,831 on 31 May 26 Category Debt - Banking & PSU Debt AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.73 Sharpe Ratio -1.68 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.58% Effective Maturity 3 Years 3 Months 4 Days Modified Duration 2 Years 1 Month 24 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,237 30 Jun 23 ₹10,842 30 Jun 24 ₹11,568 30 Jun 25 ₹12,630 30 Jun 26 ₹13,285 Returns for LIC MF Banking and PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 26 Duration Returns 1 Month 0.9% 3 Month 2% 6 Month 2.8% 1 Year 4.7% 3 Year 7% 5 Year 5.8% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 7.8% 2022 6.5% 2021 3.1% 2020 2.6% 2019 8.6% 2018 9.9% 2017 7.2% 2016 6.1% 2015 8.1% Fund Manager information for LIC MF Banking and PSU Debt Fund
Name Since Tenure Rahul Singh 1 Oct 25 0.75 Yr. Pratik Shroff 26 Sep 23 2.76 Yr. Data below for LIC MF Banking and PSU Debt Fund as on 31 May 26
Asset Allocation
Asset Class Value Cash 26.05% Debt 73.66% Other 0.29% Debt Sector Allocation
Sector Value Corporate 57.07% Government 37.38% Cash Equivalent 5.26% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Highways Authority Of India
Debentures | -6% ₹106 Cr 1,000 Small Industries Development Bank Of India
Debentures | -5% ₹84 Cr 8,000
↑ 2,500 Nuclear Power Corporation Of India Limited
Debentures | -3% ₹62 Cr 600
↑ 350 NLc India Limited
Debentures | -3% ₹62 Cr 600 Rec Limited
Debentures | -3% ₹54 Cr 5,000 National Bank For Agriculture And Rural Development
Debentures | -3% ₹53 Cr 5,000 Small Industries Development Bank Of India
Debentures | -3% ₹53 Cr 5,000 Jio Credit Limited
Debentures | -3% ₹52 Cr 5,000 Jamnagar Utilities & Power Private Limited
Debentures | -3% ₹52 Cr 5,000 Indian Railway Finance Corporation Limited
Debentures | -3% ₹51 Cr 5,000
FAQs
1. LIC মিউচুয়াল ফান্ডের বর্তমান মূল্য কত?
ক: LIC মিউচুয়াল ফান্ডের বর্তমানে 289.57 কোটি টাকার অপারেটিভ ফান্ড রয়েছে। আপনি LIC মিউচুয়াল ফান্ডের অধীনে বাইশটি বিভিন্ন স্কিমে বিনিয়োগ করতে পারেন। আপনি যে পরিমাণ অর্থ বিনিয়োগ করতে চান তার উপর নির্ভর করে আপনি একটি নির্দিষ্ট স্কিম নির্বাচন করতে পারেন।
2. LIC MF-এ বিনিয়োগ করার জন্য আমার কী কী নথির প্রয়োজন হবে?
ক: এলআইসি মিউচুয়াল ফান্ডে বিনিয়োগ করতে আপনার পরিচয় প্রমাণের প্রয়োজন হবে যেমন আপনারপ্যান কার্ড এবং ঠিকানার প্রমাণ, আপনার আধার কার্ড বা পাসপোর্টের একটি কপি। এছাড়াও আপনি আপনার জমা দিতে হবেব্যাংক বিস্তারিত
3. এলআইসি মিউচুয়াল ফান্ড কি কেওয়াইসি মেনে চলে?
ক: হ্যাঁ. অতএব, সমস্ত কেওয়াইসি সম্মত নথিগুলির সাথে, আপনাকে যথাযথভাবে পূরণ করা জমা দিতে হবেকেওয়াইসি ফর্ম এলআইসি মিউচুয়াল ফান্ডে বিনিয়োগ শুরু করতে।
4. আমি কি LIC মিউচুয়াল ফান্ডে অনলাইনে বিনিয়োগ করতে পারি?
ক: হ্যাঁ, আপনি করতে পারেন - অফিসিয়াল ওয়েবসাইটে লগ ইন করুন এবং নিজেকে নিবন্ধন করুন৷ অ্যাকাউন্ট খুলতে এবং নিজেকে নিবন্ধন করতে আপনাকে সমস্ত KYC সম্পর্কিত নথি আপলোড করতে হবে। নিবন্ধন প্রক্রিয়া সম্পন্ন হলে, আপনি বিনিয়োগ শুরু করতে পারেন।
5. LIC মিউচুয়াল ফান্ড ট্যাক্স প্ল্যান কি?
ক: পরিকল্পনাটি বিনিয়োগকারীদের সম্পদ বৃদ্ধিতে সহায়তা করার জন্য ডিজাইন করা হয়েছে এবং একই সাথে কর রেয়াত উপভোগ করতেধারা 80C এরআয়কর আইন বা 1961। এটি একটি ওপেন-এন্ডেড ইক্যুইটি লিঙ্কডট্যাক্স সেভিং স্কিম. এটিতে মাত্র 3 বছরের সর্বনিম্ন লক-ইন পিরিয়ড রয়েছে।
Talk to our investment specialist
6. LIC MF লার্জ এবং মিড-ক্যাপ ফান্ডের কার্যক্ষমতা কেমন?
ক: LIC MF লার্জ এবং মিড ক্যাপ সেগমেন্ট এর ধারাবাহিক রিটার্ন দেখিয়েছে8.03% গত তিন বছরে বার্ষিক, এটি এর রিটার্ন প্রদান করেছে12.86%. বড় এবংমিড-ক্যাপ বিভাগে, LIC MF লার্জ এবং মিড ক্যাপ মিউচুয়াল ফান্ড অন্যান্য মিউচুয়াল ফান্ডের তুলনায় ভালো পারফর্ম করেছে।
7. আমি LIC মিউচুয়াল ফান্ড ব্যাঙ্কিং এবং PSU ঋণ সম্পর্কে জানতে চাই?
ক: এলআইসি মিউচুয়াল ফান্ড ব্যাঙ্কিং এবং পিএসইউ ঋণের মাঝারি ঝুঁকি রয়েছে কারণ এটি প্রাথমিকভাবে ডিবেঞ্চার এবং পৌরসভার সমন্বয়ে গঠিতবন্ড. এটিতে কোন এক্সিট লোড এবং কম খরচের অনুপাত নেই, যা 0.28%। তবে, এলআইসি মিউচুয়াল ফান্ড ব্যাঙ্কিং এবং পিএসইউ ঋণের গড় পরিপক্কতার বয়স তিন বছর।
8. এলআইসি মিউচুয়াল ফান্ডে বিনিয়োগ করার সময় আমার কী মনে রাখা উচিত?
ক: আপনি যখন LIC মিউচুয়াল ফান্ডে বিনিয়োগ করেন, তখন আপনি যে পরিমাণ বিনিয়োগ করতে প্রস্তুত এবং আপনি যে আয় আশা করেন তা বিবেচনা করা উচিত। আপনি আপনার উপর যে ট্যাক্স দিতে হবে তা বিবেচনা করলে এটি সর্বোত্তম হবেআয়. একবার আপনি এই সমস্ত দিকগুলি বিবেচনা করার পরে, আপনি একটি নির্দিষ্ট এলআইসি মিউচুয়াল ফান্ডের প্রকার নির্বাচন করতে পারেন।
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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Research Highlights for LIC MF Infrastructure Fund