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ટોચની 10 શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ 2022

ફિન્કેશ »LIC મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ

10 શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ 2022

Updated on July 26, 2025 , 43087 views

ભારતની અગ્રણી બ્રાન્ડની સહયોગી કંપની હોવાને કારણે,LIC મ્યુચ્યુઅલ ફંડ એસેટ મેનેજમેન્ટ ક્ષેત્રમાં માન્ય ખેલાડીઓ પૈકી એક છે. ફંડ હાઉસ વિશાળ ઓફર કરે છેશ્રેણી માં મ્યુચ્યુઅલ ફંડ યોજનાઓબજાર. જેવા વિકલ્પોમાંથી રોકાણકારો પસંદ કરી શકે છેઇક્વિટી ફંડ્સ,ડેટ ફંડ,લિક્વિડ ફંડ્સ,હાઇબ્રિડ ફંડ, વગેરે

આદર્શ રીતે, તમારે એવું ફંડ પસંદ કરવું જોઈએ જે તમારા રોકાણના લક્ષ્યોને લગતી તમારી જરૂરિયાતોને શ્રેષ્ઠ રીતે બંધબેસે. લાંબા સમય સુધી-ટર્મ પ્લાન, ઇક્વિટી શ્રેષ્ઠ અનુકૂળ છે, જ્યારે ટૂંકા ગાળા માટે તમે પસંદ કરી શકો છોરોકાણ દેવામાંમ્યુચ્યુઅલ ફંડ. માં રોકાણ કરવાના શ્રેષ્ઠ ભાગોમાંથી એકએલ.આઈ.સી મ્યુચ્યુઅલ ફંડ એ છે કે તેની પાસે એક મજબૂત જોખમ વ્યવસ્થાપન ટીમ છે જે બજારના વલણોની આગાહી કરે છે અને તે મુજબ તમારા પોર્ટફોલિયોને સંતુલિત કરવામાં મદદ કરે છે. રોકાણ કરવાની યોજના બનાવી રહેલા રોકાણકારો નીચે સૂચિબદ્ધ ટોચની 10 શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓમાંથી ફંડ પસંદ કરી શકે છે.

એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.

LIC મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

    શરૂ કરો

શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2024 (%)
LIC MF Infrastructure Fund Growth ₹48.9542
↓ -0.75
₹1,053 5,000 1,000 1112.3-5.629.531.59.647.8
LIC MF Large and Midcap Fund Growth ₹38.2536
↓ -0.35
₹3,169 5,000 1,000 58.2-2.517.321.613.727.9
LIC MF Tax Plan Growth ₹151.499
↓ -0.96
₹1,143 500 500 2.65.9016.519.611.122.6
LIC MF Multi Cap Fund Growth ₹96.6065
↓ -0.67
₹1,021 5,000 1,000 8.66.7-5.915161018.8
LIC MF Banking & Financial Services Fund Growth ₹21.0505
↓ -0.25
₹282 5,000 1,000 5.217.25.614.818.57.50.5
LIC MF Equity Hybrid Fund Growth ₹194.872
↓ -1.03
₹545 5,000 1,000 4.59.1213.713.88.717
LIC MF Index Fund Nifty Growth ₹136.424
↓ -0.85
₹342 5,000 1,000 1.87.8-0.413.51712.78.8
LIC MF Index Fund Sensex Growth ₹151.402
↓ -1.08
₹92 5,000 1,000 1.36.9-0.412.716.113.28.2
LIC MF Large Cap Fund Growth ₹55.3815
↓ -0.33
₹1,505 5,000 1,000 28-1.912.715.810.614.2
LIC MF Childrens Fund Growth ₹32.225
↓ -0.32
₹16 5,000 1,000 4.11.8-4.111.713.1518.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 25

1. LIC MF Infrastructure 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.

LIC MF Infrastructure Fund is a Equity - Sectoral fund was launched on 29 Feb 08. It is a fund with High risk and has given a CAGR/Annualized return of 9.6% since its launch.  Return for 2024 was 47.8% , 2023 was 44.4% and 2022 was 7.9% .

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (28 Jul 25) ₹48.9542 ↓ -0.75   (-1.51 %)
Net Assets (Cr) ₹1,053 on 30 Jun 25
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.3
Sharpe Ratio -0.02
Information Ratio 0.45
Alpha Ratio 0.77
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,983
30 Jun 22₹17,801
30 Jun 23₹22,663
30 Jun 24₹41,985
30 Jun 25₹42,989

LIC MF Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for LIC MF Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -3.2%
3 Month 11%
6 Month 12.3%
1 Year -5.6%
3 Year 29.5%
5 Year 31.5%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 47.8%
2023 44.4%
2022 7.9%
2021 46.6%
2020 -0.1%
2019 13.3%
2018 -14.6%
2017 42.2%
2016 -2.2%
2015 -6.2%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure
Yogesh Patil18 Sep 204.78 Yr.
Mahesh Bendre1 Jul 241 Yr.

Data below for LIC MF Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials48.17%
Basic Materials9.22%
Financial Services6.64%
Utility6.09%
Consumer Cyclical5.19%
Technology4.23%
Real Estate3.53%
Health Care3.22%
Communication Services2.53%
Energy0.91%
Asset Allocation
Asset ClassValue
Cash9.35%
Equity89.72%
Debt0.93%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
4%₹45 Cr475,992
↑ 23,420
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
4%₹40 Cr94,287
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
4%₹38 Cr103,491
↑ 47,984
LIC MF Money Market Dir Gr
Investment Fund | -
3%₹35 Cr290,520
↑ 290,520
Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS
3%₹34 Cr769,765
↑ 145,330
Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 500400
3%₹29 Cr724,927
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP
3%₹29 Cr39,867
↑ 39,867
Avalon Technologies Ltd (Technology)
Equity, Since 31 Jul 23 | AVALON
3%₹27 Cr317,486
↑ 179,935
Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | 534139
3%₹27 Cr319,302
↑ 13,378
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532955
2%₹25 Cr621,524
↑ 50,192

2. LIC MF Large and Midcap Fund

(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.

LIC MF Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Return for 2024 was 27.9% , 2023 was 26.7% and 2022 was -2.3% .

Below is the key information for LIC MF Large and Midcap Fund

LIC MF Large and Midcap Fund
Growth
Launch Date 25 Feb 15
NAV (28 Jul 25) ₹38.2536 ↓ -0.35   (-0.92 %)
Net Assets (Cr) ₹3,169 on 30 Jun 25
Category Equity - Large & Mid Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 1.92
Sharpe Ratio -0.01
Information Ratio -0.58
Alpha Ratio -0.9
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,485
30 Jun 22₹15,870
30 Jun 23₹18,491
30 Jun 24₹27,518
30 Jun 25₹28,839

LIC MF Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for LIC MF Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -3.4%
3 Month 5%
6 Month 8.2%
1 Year -2.5%
3 Year 17.3%
5 Year 21.6%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.9%
2023 26.7%
2022 -2.3%
2021 33.3%
2020 14.1%
2019 10.9%
2018 -5%
2017 40.1%
2016 13.2%
2015
Fund Manager information for LIC MF Large and Midcap Fund
NameSinceTenure
Yogesh Patil18 Sep 204.78 Yr.
Dikshit Mittal1 Jun 232.08 Yr.

Data below for LIC MF Large and Midcap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services25.51%
Industrials22.74%
Consumer Cyclical14.29%
Basic Materials8.1%
Health Care7.17%
Technology6%
Consumer Defensive4.76%
Utility2.59%
Communication Services2.24%
Energy2.01%
Real Estate1.43%
Asset Allocation
Asset ClassValue
Cash2.88%
Equity96.85%
Debt0.26%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK
5%₹163 Cr814,691
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532174
5%₹157 Cr1,082,678
↓ -21,574
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
3%₹109 Cr1,149,080
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 500655
3%₹81 Cr193,087
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK
2%₹77 Cr355,421
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
2%₹71 Cr205,366
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 500251
2%₹68 Cr109,808
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532955
2%₹65 Cr1,608,375
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 23 | BEL
2%₹65 Cr1,535,155
↓ -80,698
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 20 | RELIANCE
2%₹64 Cr424,022

3. LIC MF Tax Plan

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.

LIC MF Tax Plan is a Equity - ELSS fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Ranked 35 in ELSS category.  Return for 2024 was 22.6% , 2023 was 26.3% and 2022 was -1.6% .

Below is the key information for LIC MF Tax Plan

LIC MF Tax Plan
Growth
Launch Date 3 Feb 99
NAV (28 Jul 25) ₹151.499 ↓ -0.96   (-0.63 %)
Net Assets (Cr) ₹1,143 on 30 Jun 25
Category Equity - ELSS
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.01
Information Ratio -0.2
Alpha Ratio -0.32
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,113
30 Jun 22₹14,877
30 Jun 23₹18,623
30 Jun 24₹24,887
30 Jun 25₹26,239

LIC MF Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for LIC MF Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -2.5%
3 Month 2.6%
6 Month 5.9%
1 Year 0%
3 Year 16.5%
5 Year 19.6%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.6%
2023 26.3%
2022 -1.6%
2021 26.2%
2020 8.9%
2019 11.9%
2018 -1.1%
2017 37.3%
2016 3.3%
2015 -3%
Fund Manager information for LIC MF Tax Plan
NameSinceTenure
Yogesh Patil1 Jul 241 Yr.
Dikshit Mittal31 Jul 231.92 Yr.

Data below for LIC MF Tax Plan as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services29.74%
Consumer Cyclical16.77%
Industrials15.99%
Consumer Defensive9.4%
Technology7.1%
Basic Materials6.99%
Health Care6.8%
Energy2.28%
Communication Services1.3%
Real Estate0.25%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity96.63%
Debt0.73%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
8%₹92 Cr458,211
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532174
8%₹87 Cr604,329
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
6%₹65 Cr690,417
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 532215
4%₹41 Cr342,519
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN
3%₹34 Cr210,855
LIC MF Money Market Dir Gr
Investment Fund | -
3%₹30 Cr249,017
↑ 249,017
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 500251
2%₹28 Cr45,143
State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN
2%₹26 Cr320,605
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT
2%₹25 Cr68,942
Infosys Ltd (Technology)
Equity, Since 31 Oct 14 | INFY
2%₹24 Cr151,614

4. LIC MF Multi Cap Fund

(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.

LIC MF Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10% since its launch.  Ranked 61 in Multi Cap category.  Return for 2024 was 18.8% , 2023 was 28.8% and 2022 was -2.6% .

Below is the key information for LIC MF Multi Cap Fund

LIC MF Multi Cap Fund
Growth
Launch Date 15 Feb 99
NAV (28 Jul 25) ₹96.6065 ↓ -0.67   (-0.69 %)
Net Assets (Cr) ₹1,021 on 30 Jun 25
Category Equity - Multi Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio -0.36
Information Ratio -0.7
Alpha Ratio -7.02
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,032
30 Jun 22₹13,342
30 Jun 23₹16,476
30 Jun 24₹22,458
30 Jun 25₹22,017

LIC MF Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for LIC MF Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -0.4%
3 Month 8.6%
6 Month 6.7%
1 Year -5.9%
3 Year 15%
5 Year 16%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.8%
2023 28.8%
2022 -2.6%
2021 20.2%
2020 10.4%
2019 13.7%
2018 -7.7%
2017 25.7%
2016 2.2%
2015 -7.7%
Fund Manager information for LIC MF Multi Cap Fund
NameSinceTenure
Nikhil Rungta1 Jul 241 Yr.
Jaiprakash Toshniwal31 Jul 231.92 Yr.

Data below for LIC MF Multi Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials25.89%
Financial Services20.04%
Consumer Cyclical12.6%
Technology8.93%
Consumer Defensive8.56%
Basic Materials6.41%
Health Care5.89%
Utility5.47%
Real Estate2.49%
Communication Services1.84%
Asset Allocation
Asset ClassValue
Cash1.88%
Equity98.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK
5%₹48 Cr240,651
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
4%₹38 Cr4,761,524
Apollo Micro Systems Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 25 | 540879
3%₹30 Cr1,754,386
↑ 1,754,386
Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL
3%₹30 Cr688,862
VA Tech Wabag Ltd (Industrials)
Equity, Since 30 Nov 23 | 533269
3%₹28 Cr187,100
Tata Power Co Ltd (Utilities)
Equity, Since 31 May 24 | 500400
3%₹28 Cr680,472
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | KOTAKBANK
3%₹27 Cr125,796
Transrail Lighting Ltd (Industrials)
Equity, Since 31 Dec 24 | TRANSRAILL
2%₹24 Cr376,892
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 532827
2%₹23 Cr4,698
↓ -1,433
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | 532215
2%₹22 Cr187,357

5. LIC MF Banking & Financial Services Fund

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.

LIC MF Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 27 Mar 15. It is a fund with High risk and has given a CAGR/Annualized return of 7.5% since its launch.  Return for 2024 was 0.5% , 2023 was 20.5% and 2022 was 19.6% .

Below is the key information for LIC MF Banking & Financial Services Fund

LIC MF Banking & Financial Services Fund
Growth
Launch Date 27 Mar 15
NAV (28 Jul 25) ₹21.0505 ↓ -0.25   (-1.16 %)
Net Assets (Cr) ₹282 on 30 Jun 25
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.3
Sharpe Ratio -0.03
Information Ratio -0.26
Alpha Ratio -11.6
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,997
30 Jun 22₹14,145
30 Jun 23₹19,630
30 Jun 24₹23,311
30 Jun 25₹24,551

LIC MF Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for LIC MF Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -1.8%
3 Month 5.2%
6 Month 17.2%
1 Year 5.6%
3 Year 14.8%
5 Year 18.5%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 0.5%
2023 20.5%
2022 19.6%
2021 9.8%
2020 -2.1%
2019 19.9%
2018 -18%
2017 32.7%
2016 10.5%
2015
Fund Manager information for LIC MF Banking & Financial Services Fund
NameSinceTenure
Jaiprakash Toshniwal6 Sep 213.82 Yr.

Data below for LIC MF Banking & Financial Services Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services93.4%
Technology2.66%
Consumer Cyclical1.74%
Asset Allocation
Asset ClassValue
Cash2.21%
Equity97.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK
20%₹56 Cr280,269
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 532174
12%₹35 Cr241,886
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 532215
7%₹20 Cr166,557
↑ 12,755
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | KOTAKBANK
7%₹19 Cr88,965
↑ 4,750
MAS Financial Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 22 | MASFIN
5%₹14 Cr446,254
State Bank of India (Financial Services)
Equity, Since 31 Mar 20 | SBIN
5%₹13 Cr162,478
↓ -32,012
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
4%₹11 Cr249,825
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 24 | SBICARD
3%₹10 Cr102,222
↑ 41,694
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 22 | CREDITACC
3%₹8 Cr67,618
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Mar 25 | 533398
3%₹8 Cr30,473

6. LIC MF Equity Hybrid Fund

(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.

LIC MF Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.7% since its launch.  Ranked 27 in Hybrid Equity category.  Return for 2024 was 17% , 2023 was 19.3% and 2022 was -2.2% .

Below is the key information for LIC MF Equity Hybrid Fund

LIC MF Equity Hybrid Fund
Growth
Launch Date 3 Feb 99
NAV (28 Jul 25) ₹194.872 ↓ -1.03   (-0.53 %)
Net Assets (Cr) ₹545 on 30 Jun 25
Category Hybrid - Hybrid Equity
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 0.05
Information Ratio 0.1
Alpha Ratio -0.28
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹13,130
30 Jun 22₹12,616
30 Jun 23₹14,753
30 Jun 24₹18,958
30 Jun 25₹20,205

LIC MF Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for LIC MF Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -2.7%
3 Month 4.5%
6 Month 9.1%
1 Year 2%
3 Year 13.7%
5 Year 13.8%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17%
2023 19.3%
2022 -2.2%
2021 15.5%
2020 9.6%
2019 13.5%
2018 -4.5%
2017 20.4%
2016 5.5%
2015 -6.8%
Fund Manager information for LIC MF Equity Hybrid Fund
NameSinceTenure
Sumit Bhatnagar1 Jul 241 Yr.
Karan Doshi6 Sep 213.82 Yr.
Pratik Shroff26 Sep 231.76 Yr.

Data below for LIC MF Equity Hybrid Fund as on 30 Jun 25

Asset Allocation
Asset ClassValue
Cash2.67%
Equity76.71%
Debt20.62%
Equity Sector Allocation
SectorValue
Financial Services21.38%
Industrials14.02%
Consumer Cyclical9.01%
Technology8.29%
Consumer Defensive6.91%
Basic Materials5.43%
Health Care5.37%
Energy2.57%
Communication Services2.06%
Utility0.98%
Real Estate0.7%
Debt Sector Allocation
SectorValue
Government16.76%
Corporate3.86%
Cash Equivalent2.67%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK
5%₹27 Cr134,885
↓ -6,817
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | 532174
4%₹22 Cr153,347
↓ -9,396
7.18% Govt Stock 2037
Sovereign Bonds | -
3%₹16 Cr1,500,000
07.70 Kt Gs 2033
Sovereign Bonds | -
3%₹16 Cr1,500,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
3%₹15 Cr94,087
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
3%₹14 Cr93,266
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 532215
2%₹12 Cr98,902
↑ 11,227
07.73 Kt Gs 2034
Sovereign Bonds | -
2%₹11 Cr1,000,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS
2%₹11 Cr30,866
Maharashtra (Government of) 7.45%
- | -
2%₹11 Cr1,000,000

7. LIC MF Index Fund Nifty

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.

LIC MF Index Fund Nifty is a Others - Index Fund fund was launched on 14 Nov 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 80 in Index Fund category.  Return for 2024 was 8.8% , 2023 was 19.8% and 2022 was 4.7% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty
Growth
Launch Date 14 Nov 02
NAV (28 Jul 25) ₹136.424 ↓ -0.85   (-0.62 %)
Net Assets (Cr) ₹342 on 30 Jun 25
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.95
Sharpe Ratio 0.04
Information Ratio -12.46
Alpha Ratio -1.09
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,229
30 Jun 22₹15,311
30 Jun 23₹18,624
30 Jun 24₹23,309
30 Jun 25₹24,796

LIC MF Index Fund Nifty SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for LIC MF Index Fund Nifty

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -3.6%
3 Month 1.8%
6 Month 7.8%
1 Year -0.4%
3 Year 13.5%
5 Year 17%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8.8%
2023 19.8%
2022 4.7%
2021 23.8%
2020 14.7%
2019 12.6%
2018 2.6%
2017 28.6%
2016 2.7%
2015 -4.1%
Fund Manager information for LIC MF Index Fund Nifty
NameSinceTenure
Sumit Bhatnagar3 Oct 231.74 Yr.

Data below for LIC MF Index Fund Nifty as on 30 Jun 25

Asset Allocation
Asset ClassValue
Cash0.52%
Equity99.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
13%₹45 Cr224,627
↑ 677
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 532174
9%₹30 Cr209,867
↑ 1,902
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE
9%₹30 Cr199,733
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
5%₹17 Cr106,100
↓ -635
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL
5%₹16 Cr79,691
↑ 340
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
4%₹13 Cr34,640
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
3%₹11 Cr274,896
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
3%₹10 Cr30,125
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215
3%₹10 Cr84,358
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK
3%₹9 Cr43,480

8. LIC MF Index Fund Sensex

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.

LIC MF Index Fund Sensex is a Others - Index Fund fund was launched on 14 Nov 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 79 in Index Fund category.  Return for 2024 was 8.2% , 2023 was 19% and 2022 was 4.6% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex
Growth
Launch Date 14 Nov 02
NAV (28 Jul 25) ₹151.402 ↓ -1.08   (-0.71 %)
Net Assets (Cr) ₹92 on 30 Jun 25
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.98
Sharpe Ratio -0.01
Information Ratio -10.35
Alpha Ratio -1.15
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,025
30 Jun 22₹15,199
30 Jun 23₹18,607
30 Jun 24₹22,763
30 Jun 25₹24,091

LIC MF Index Fund Sensex SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for LIC MF Index Fund Sensex

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -3.7%
3 Month 1.3%
6 Month 6.9%
1 Year -0.4%
3 Year 12.7%
5 Year 16.1%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8.2%
2023 19%
2022 4.6%
2021 21.9%
2020 15.9%
2019 14.6%
2018 5.6%
2017 27.4%
2016 1.6%
2015 -5.4%
Fund Manager information for LIC MF Index Fund Sensex
NameSinceTenure
Sumit Bhatnagar3 Oct 231.75 Yr.

Data below for LIC MF Index Fund Sensex as on 30 Jun 25

Asset Allocation
Asset ClassValue
Cash0.44%
Equity99.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
15%₹14 Cr70,461
↓ -952
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 532174
10%₹10 Cr66,322
↓ -823
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE
10%₹9 Cr63,110
↓ -670
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
6%₹5 Cr33,229
↓ -383
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL
5%₹5 Cr24,438
↓ -872
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT
4%₹4 Cr10,988
↑ 06
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC
4%₹4 Cr86,306
↓ -1,015
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS
4%₹3 Cr9,426
↓ -108
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
3%₹3 Cr26,722
↑ 38
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
3%₹3 Cr13,670
↓ -155

9. LIC MF Large Cap Fund

(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.

LIC MF Large Cap Fund is a Equity - Large Cap fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.6% since its launch.  Ranked 66 in Large Cap category.  Return for 2024 was 14.2% , 2023 was 16.9% and 2022 was -1.6% .

Below is the key information for LIC MF Large Cap Fund

LIC MF Large Cap Fund
Growth
Launch Date 3 Feb 99
NAV (28 Jul 25) ₹55.3815 ↓ -0.33   (-0.59 %)
Net Assets (Cr) ₹1,505 on 30 Jun 25
Category Equity - Large Cap
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.02
Information Ratio -0.88
Alpha Ratio -0.32
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,588
30 Jun 22₹14,230
30 Jun 23₹16,830
30 Jun 24₹21,613
30 Jun 25₹22,707

LIC MF Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for LIC MF Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -3.2%
3 Month 2%
6 Month 8%
1 Year -1.9%
3 Year 12.7%
5 Year 15.8%
10 Year
15 Year
Since launch 10.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 14.2%
2023 16.9%
2022 -1.6%
2021 23.8%
2020 13.8%
2019 15%
2018 0.7%
2017 26.8%
2016 2.3%
2015 -2.6%
Fund Manager information for LIC MF Large Cap Fund
NameSinceTenure
Sumit Bhatnagar3 Oct 231.74 Yr.
Nikhil Rungta1 Jul 241 Yr.

Data below for LIC MF Large Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services30.19%
Industrials15.18%
Consumer Cyclical8.73%
Consumer Defensive8.48%
Technology7.52%
Basic Materials6.6%
Energy6.55%
Utility5.4%
Health Care5.36%
Communication Services3.69%
Asset Allocation
Asset ClassValue
Cash2.29%
Equity97.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
9%₹141 Cr705,983
↓ -19,010
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532174
7%₹101 Cr697,847
↓ -52,363
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
7%₹99 Cr657,318
Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY
4%₹65 Cr403,902
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT
4%₹59 Cr161,037
↑ 8,173
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
4%₹56 Cr276,685
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
3%₹44 Cr536,748
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | KOTAKBANK
3%₹42 Cr195,934
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 23 | ITC
3%₹38 Cr924,441
↑ 213,153
Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 500400
2%₹37 Cr902,801

10. LIC MF Childrens Fund

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.

LIC MF Childrens Fund is a Solutions - Childrens Fund fund was launched on 21 Nov 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5% since its launch.  Return for 2024 was 18.5% , 2023 was 22.1% and 2022 was -1% .

Below is the key information for LIC MF Childrens Fund

LIC MF Childrens Fund
Growth
Launch Date 21 Nov 01
NAV (28 Jul 25) ₹32.225 ↓ -0.32   (-0.99 %)
Net Assets (Cr) ₹16 on 30 Jun 25
Category Solutions - Childrens Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio -0.3
Information Ratio -0.23
Alpha Ratio -6.49
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Sub Cat. Childrens Fund

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹13,502
30 Jun 22₹13,082
30 Jun 23₹15,426
30 Jun 24₹19,961
30 Jun 25₹19,898

LIC MF Childrens Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for LIC MF Childrens Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -1.8%
3 Month 4.1%
6 Month 1.8%
1 Year -4.1%
3 Year 11.7%
5 Year 13.1%
10 Year
15 Year
Since launch 5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.5%
2023 22.1%
2022 -1%
2021 15.5%
2020 12.4%
2019 13.2%
2018 -8%
2017 14.1%
2016 9.7%
2015 -1.2%
Fund Manager information for LIC MF Childrens Fund
NameSinceTenure
Nikhil Rungta1 Jul 241 Yr.
Pratik Shroff26 Sep 231.76 Yr.

Data below for LIC MF Childrens Fund as on 30 Jun 25

Asset Allocation
Asset ClassValue
Cash1.85%
Equity88.39%
Debt9.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38% Govt Stock 2027
Sovereign Bonds | -
10%₹2 Cr150,000
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
4%₹1 Cr77,634
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹1 Cr7,098
↑ 862
Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 500400
3%₹1 Cr13,302
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 532215
3%₹1 Cr4,370
Enviro Infra Engineers Ltd (Industrials)
Equity, Since 30 Nov 24 | EIEL
3%₹1 Cr21,716
↓ -3,111
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532174
3%₹0 Cr2,884
Kross Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KROSS
3%₹0 Cr20,583
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK
3%₹0 Cr1,842
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | MARUTI
2%₹0 Cr317

FAQs

1. LIC મ્યુચ્યુઅલ ફંડનું વર્તમાન મૂલ્ય શું છે?

અ: LIC મ્યુચ્યુઅલ ફંડ પાસે હાલમાં રૂ.289.57 કરોડનું ઓપરેટિવ ફંડ છે. તમે LIC મ્યુચ્યુઅલ ફંડ હેઠળ બાવીસ વિવિધ યોજનાઓમાં રોકાણ કરી શકો છો. તમે રોકાણ કરવા માંગો છો તે રકમના આધારે, તમે ચોક્કસ સ્કીમ પસંદ કરી શકો છો.

2. LIC MFમાં રોકાણ કરવા માટે મારે કયા દસ્તાવેજોની જરૂર પડશે?

અ: LIC મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવા માટે, તમારે ઓળખ પુરાવાની જરૂર પડશે જેમ કે તમારાપાન કાર્ડ અને સરનામાનો પુરાવો, તમારા આધાર કાર્ડ અથવા પાસપોર્ટની નકલ. તમારે તમારું સબમિટ પણ કરવું પડશેબેંક વિગતો

3. શું LIC મ્યુચ્યુઅલ ફંડ KYC સુસંગત છે?

અ: હા. તેથી, તમામ KYC સુસંગત દસ્તાવેજો સાથે, તમારે યોગ્ય રીતે ભરેલા દસ્તાવેજો સબમિટ કરવા પડશેKYC ફોર્મ LIC મ્યુચ્યુઅલ ફંડમાં રોકાણ શરૂ કરવા માટે.

4. શું હું LIC મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન રોકાણ કરી શકું?

અ: હા, તમે કરી શકો છો - સત્તાવાર વેબસાઇટ પર લોગ ઇન કરો અને તમારી જાતને નોંધણી કરો. ખાતું ખોલવા અને તમારી જાતને રજીસ્ટર કરવા માટે તમારે બધા KYC સંબંધિત દસ્તાવેજો અપલોડ કરવા પડશે. એકવાર નોંધણી પ્રક્રિયા પૂર્ણ થઈ જાય, પછી તમે રોકાણ કરવાનું શરૂ કરી શકો છો.

5. LIC મ્યુચ્યુઅલ ફંડ ટેક્સ પ્લાન શું છે?

અ: આ યોજના રોકાણકારોને સંપત્તિ વધારવામાં મદદ કરવા અને તે જ સમયે કરમાં છૂટનો આનંદ માણવા માટે બનાવવામાં આવી છેકલમ 80C નાઆવક વેરો એક્ટ અથવા 1961. તે એક ઓપન-એન્ડેડ ઇક્વિટી લિંક્ડ છેટેક્સ સેવિંગ સ્કીમ. તે ફક્ત 3-વર્ષનો સૌથી ઓછો લોક-ઇન સમયગાળો પણ ધરાવે છે.

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6. LIC MF લાર્જ અને મિડ-કેપ ફંડ્સનું પ્રદર્શન કેવું છે?

અ: LIC MF લાર્જ અને મિડ કેપ સેગમેન્ટે સતત વળતર દર્શાવ્યું છે8.03% છેલ્લા ત્રણ વર્ષમાં. વાર્ષિક, તે નું વળતર વિતરિત કરે છે12.86%. મોટામાં અનેમિડ-કેપ વિભાગમાં, LIC MF લાર્જ અને મિડ કેપ મ્યુચ્યુઅલ ફંડે મોટાભાગના અન્ય મ્યુચ્યુઅલ ફંડ્સ કરતાં વધુ સારું પ્રદર્શન કર્યું છે.

7. મારે LIC મ્યુચ્યુઅલ ફંડ બેન્કિંગ અને PSU ડેટ વિશે જાણવું છે?

અ: LIC મ્યુચ્યુઅલ ફંડ બેન્કિંગ અને PSU ડેટમાં મધ્યમ જોખમ હોય છે કારણ કે તેમાં મુખ્યત્વે ડિબેન્ચર્સ અને મ્યુનિસિપલનો સમાવેશ થાય છે.બોન્ડ. તેમાં કોઈ એક્ઝિટ લોડ અને ઓછો ખર્ચ ગુણોત્તર પણ નથી, જે 0.28% છે. જોકે, LIC મ્યુચ્યુઅલ ફંડ બેન્કિંગ અને PSU ડેટ માટે સરેરાશ પાકતી ઉંમર ત્રણ વર્ષ છે.

8. LIC મ્યુચ્યુઅલ ફંડમાં રોકાણ કરતી વખતે મારે શું ધ્યાનમાં રાખવું જોઈએ?

અ: જ્યારે તમે LIC મ્યુચ્યુઅલ ફંડમાં રોકાણ કરો છો, ત્યારે તમારે રોકાણની રકમ અને તમે અપેક્ષા મુજબના વળતરને ધ્યાનમાં લેવું જોઈએ. તે શ્રેષ્ઠ રહેશે જો તમે તમારા પર ચૂકવવાના હોય તેવા ટેક્સને પણ ધ્યાનમાં લોકમાણી. એકવાર તમે આ તમામ પાસાઓને ધ્યાનમાં લીધા પછી, તમે ચોક્કસ LIC મ્યુચ્યુઅલ ફંડ પ્રકાર પસંદ કરી શકો છો.

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