+91-22-4891390910 શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ 2022
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.
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શ્રેષ્ઠ LIC મ્યુચ્યુઅલ ફંડ યોજનાઓ
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2025 (%) LIC MF Infrastructure Fund Growth ₹54.5544
↑ 0.62 ₹1,153 5,000 1,000 -1.3 3.8 9.4 21.2 18.5 9.5 -3.7 LIC MF Large and Midcap Fund Growth ₹38.7903
↑ 0.29 ₹2,949 5,000 1,000 -2.5 3.6 -0.4 12.3 9.1 12.3 0.2 LIC MF Multi Cap Fund Growth ₹105.386
↑ 1.13 ₹1,038 5,000 1,000 -3.3 8.5 1.9 10.9 8.8 9.8 2 LIC MF Equity Hybrid Fund Growth ₹203.194
↑ 0.82 ₹561 5,000 1,000 0 4.5 1.7 10.4 7.6 8.4 5.6 LIC MF Tax Plan Growth ₹150.966
↑ 1.39 ₹972 500 500 0.2 5.3 -1.7 9.6 8 10.6 0.8 LIC MF Large Cap Fund Growth ₹55.8936
↑ 0.48 ₹1,302 5,000 1,000 2.3 7.4 -1.9 9.4 5.7 10.1 6 LIC MF Index Fund Nifty Growth ₹139.533
↑ 1.15 ₹345 5,000 1,000 3.1 6.4 -1.8 9.2 7.2 12.1 10.7 LIC MF Index Fund Sensex Growth ₹153.203
↑ 1.43 ₹87 5,000 1,000 4.6 8.1 -2.4 8.1 6.6 12.5 9.1 LIC MF Childrens Fund Growth ₹33.8136
↑ 0.16 ₹16 5,000 1,000 -3.7 5.1 2.8 8.1 6.8 5 -4.9 LIC MF Banking & Financial Services Fund Growth ₹21.4267
↑ 0.23 ₹256 5,000 1,000 -1.6 2.5 -2.9 6.9 8.1 6.8 16.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 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 Large Cap Fund LIC MF Index Fund Nifty LIC MF Index Fund Sensex LIC MF Childrens Fund LIC MF Banking & Financial Services Fund Point 1 Upper mid AUM (₹1,153 Cr). Highest AUM (₹2,949 Cr). Upper mid AUM (₹1,038 Cr). Lower mid AUM (₹561 Cr). Upper mid AUM (₹972 Cr). Top quartile AUM (₹1,302 Cr). Lower mid AUM (₹345 Cr). Bottom quartile AUM (₹87 Cr). Bottom quartile AUM (₹16 Cr). Bottom quartile AUM (₹256 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 (27+ yrs). Established history (24+ yrs). Established history (24+ yrs). Established history (24+ yrs). Established history (11+ yrs). Point 3 Not Rated. Not Rated. Top rated. Rating: 2★ (top quartile). Rating: 1★ (upper mid). Rating: 2★ (upper mid). Rating: 1★ (upper mid). Rating: 1★ (lower mid). Not Rated. Not Rated. 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 18.54% (top quartile). 5Y return: 9.14% (top quartile). 5Y return: 8.81% (upper mid). 5Y return: 7.59% (lower mid). 5Y return: 8.00% (upper mid). 5Y return: 5.70% (bottom quartile). 5Y return: 7.24% (lower mid). 5Y return: 6.58% (bottom quartile). 5Y return: 6.81% (bottom quartile). 5Y return: 8.13% (upper mid). Point 6 3Y return: 21.20% (top quartile). 3Y return: 12.25% (top quartile). 3Y return: 10.93% (upper mid). 3Y return: 10.39% (upper mid). 3Y return: 9.55% (upper mid). 3Y return: 9.37% (lower mid). 3Y return: 9.21% (lower mid). 3Y return: 8.10% (bottom quartile). 3Y return: 8.06% (bottom quartile). 3Y return: 6.87% (bottom quartile). Point 7 1Y return: 9.35% (top quartile). 1Y return: -0.39% (upper mid). 1Y return: 1.93% (upper mid). 1Y return: 1.74% (upper mid). 1Y return: -1.73% (lower mid). 1Y return: -1.87% (bottom quartile). 1Y return: -1.76% (lower mid). 1Y return: -2.36% (bottom quartile). 1Y return: 2.83% (top quartile). 1Y return: -2.91% (bottom quartile). Point 8 Alpha: 12.01 (top quartile). Alpha: -2.22 (bottom quartile). Alpha: 4.43 (upper mid). 1M return: 2.39% (bottom quartile). Alpha: -3.53 (bottom quartile). Alpha: -1.81 (bottom quartile). 1M return: 12.10% (top quartile). 1M return: 12.94% (top quartile). 1M return: 2.18% (bottom quartile). Alpha: 1.99 (upper mid). Point 9 Sharpe: 0.27 (top quartile). Sharpe: -0.33 (lower mid). Sharpe: -0.07 (upper mid). Alpha: 5.51 (upper mid). Sharpe: -0.51 (lower mid). Sharpe: -0.62 (bottom quartile). Alpha: -1.11 (lower mid). Alpha: -1.10 (lower mid). Alpha: 7.85 (top quartile). Sharpe: -0.25 (upper mid). Point 10 Information ratio: 0.62 (top quartile). Information ratio: -0.01 (upper mid). Information ratio: -0.05 (upper mid). Sharpe: -0.05 (upper mid). Information ratio: -0.37 (lower mid). Information ratio: -0.65 (lower mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.83 (bottom quartile). Sharpe: 0.04 (top quartile). Information ratio: -0.68 (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 Large Cap Fund
LIC MF Index Fund Nifty
LIC MF Index Fund Sensex
LIC MF Childrens Fund
LIC MF Banking & Financial Services 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 (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 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 Sensex Below is the key information for LIC MF Index Fund Sensex 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 1. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (11 Nov 26) ₹54.5544 ↑ 0.62 (1.16 %) Net Assets (Cr) ₹1,153 on 30 Sep 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.1 Sharpe Ratio 0.27 Information Ratio 0.62 Alpha Ratio 12.01 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 31 Oct 21 ₹10,000 31 Oct 22 ₹10,952 31 Oct 23 ₹13,586 31 Oct 24 ₹23,009 31 Oct 25 ₹23,343 31 Oct 26 ₹23,168 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 4.4% 3 Month -1.3% 6 Month 3.8% 1 Year 9.4% 3 Year 21.2% 5 Year 18.5% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 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% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Mahesh Bendre 1 Jul 24 2.25 Yr. Data below for LIC MF Infrastructure Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 35.56% Consumer Cyclical 19.91% Basic Materials 8.92% Utility 8.84% Financial Services 7.53% Real Estate 5.26% Health Care 3.91% Communication Services 2.59% Energy 0.11% Asset Allocation
Asset Class Value Cash 7.39% Equity 92.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indo MIM Ltd (Industrials)
Equity, Since 31 Jul 26 | INDOMIM6% ₹64 Cr 514,480
↑ 76,688 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV5% ₹55 Cr 1,924,915 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 26 | 5031003% ₹38 Cr 197,582
↓ -8,953 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV3% ₹38 Cr 903,409
↓ -40,939 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹37 Cr 52,447
↓ -1,152 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT3% ₹35 Cr 91,862
↓ -4,161 Tenneco Clean Air India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 25 | TENNIND3% ₹32 Cr 631,195
↓ -28,603 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004003% ₹30 Cr 823,714
↓ -37,326 KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL2% ₹28 Cr 284,236
↓ -68,859 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 31 Jul 26 | SANSERA2% ₹28 Cr 62,143
↓ -2,814 2. LIC MF Large and Midcap Fund
LIC MF Large and Midcap Fund
Growth Launch Date 25 Feb 15 NAV (11 Nov 26) ₹38.7903 ↑ 0.29 (0.76 %) Net Assets (Cr) ₹2,949 on 30 Sep 26 Category Equity - Large & Mid Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 1.84 Sharpe Ratio -0.33 Information Ratio -0.01 Alpha Ratio -2.22 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 31 Oct 21 ₹10,000 31 Oct 22 ₹10,235 31 Oct 23 ₹10,916 31 Oct 24 ₹15,867 31 Oct 25 ₹16,161 31 Oct 26 ₹14,756 Returns for LIC MF Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 5.2% 3 Month -2.5% 6 Month 3.6% 1 Year -0.4% 3 Year 12.3% 5 Year 9.1% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.2% 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% Fund Manager information for LIC MF Large and Midcap Fund
Name Since Tenure Sudhanshu Asthana 7 Apr 26 0.48 Yr. Data below for LIC MF Large and Midcap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 26.67% Industrials 23.66% Consumer Cyclical 18.15% Health Care 11.76% Technology 7.96% Basic Materials 4.27% Consumer Defensive 2.82% Real Estate 2.37% Asset Allocation
Asset Class Value Cash 2.34% Equity 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 26 | 5406114% ₹123 Cr 1,214,500 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 26 | PERSISTENT4% ₹118 Cr 222,634 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | EICHERMOT4% ₹113 Cr 158,018 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 26 | 5000934% ₹107 Cr 1,254,283 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 26 | INDIGO3% ₹101 Cr 202,115 CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 31 Jul 26 | 5433333% ₹97 Cr 334,250 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 26 | 5000343% ₹94 Cr 975,000 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433843% ₹93 Cr 2,909,236 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 28 Feb 26 | ABCAPITAL3% ₹90 Cr 2,361,453 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 26 | DIVISLAB3% ₹89 Cr 95,800 3. LIC MF Multi Cap Fund
LIC MF Multi Cap Fund
Growth Launch Date 15 Feb 99 NAV (11 Nov 26) ₹105.386 ↑ 1.13 (1.08 %) Net Assets (Cr) ₹1,038 on 30 Sep 26 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio -0.07 Information Ratio -0.05 Alpha Ratio 4.43 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 31 Oct 21 ₹10,000 31 Oct 22 ₹9,999 31 Oct 23 ₹11,180 31 Oct 24 ₹14,944 31 Oct 25 ₹15,285 31 Oct 26 ₹14,499 Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 6.2% 3 Month -3.3% 6 Month 8.5% 1 Year 1.9% 3 Year 10.9% 5 Year 8.8% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 2% 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% Fund Manager information for LIC MF Multi Cap Fund
Name Since Tenure Sudhanshu Asthana 7 Apr 26 0.48 Yr. Nikhil Kapoor 1 Jul 26 0.25 Yr. Data below for LIC MF Multi Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 22.37% Consumer Cyclical 18.44% Industrials 14.72% Health Care 12.95% Basic Materials 12.63% Technology 6.86% Consumer Defensive 5.33% Real Estate 2.43% Asset Allocation
Asset Class Value Cash 4.26% Equity 95.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 26 | ICICIBANK5% ₹48 Cr 364,330 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 May 26 | SOLARINDS4% ₹44 Cr 22,500 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Apr 26 | MOTHERSON4% ₹37 Cr 2,237,500 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 24 | NAVINFLUOR3% ₹36 Cr 43,995 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | ETERNAL3% ₹35 Cr 1,090,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Jun 25 | INDIGO3% ₹32 Cr 65,075 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 May 26 | 5245583% ₹32 Cr 15,100
↑ 4,800 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 25 | LT3% ₹32 Cr 83,902 360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 26 | 360ONE3% ₹31 Cr 303,150
↑ 140,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 26 | INDUSINDBK3% ₹31 Cr 343,500 4. LIC MF Equity Hybrid Fund
LIC MF Equity Hybrid Fund
Growth Launch Date 3 Feb 99 NAV (11 Nov 26) ₹203.194 ↑ 0.82 (0.40 %) Net Assets (Cr) ₹561 on 30 Sep 26 Category Hybrid - Hybrid Equity AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.28 Sharpe Ratio -0.05 Information Ratio 0.51 Alpha Ratio 5.51 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 31 Oct 21 ₹10,000 31 Oct 22 ₹9,927 31 Oct 23 ₹10,611 31 Oct 24 ₹13,790 31 Oct 25 ₹14,433 31 Oct 26 ₹13,919 Returns for LIC MF Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 2.4% 3 Month 0% 6 Month 4.5% 1 Year 1.7% 3 Year 10.4% 5 Year 7.6% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.6% 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% Fund Manager information for LIC MF Equity Hybrid Fund
Name Since Tenure Pratik Shroff 26 Sep 23 3.02 Yr. Siddharth Panjwani 1 Sep 26 0.08 Yr. Data below for LIC MF Equity Hybrid Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 6.67% Equity 70.8% Debt 22.52% Equity Sector Allocation
Sector Value Consumer Cyclical 20.57% Industrials 14.42% Health Care 10.88% Basic Materials 9.18% Financial Services 9% Technology 4.09% Communication Services 2.67% Debt Sector Allocation
Sector Value Government 15.33% Corporate 7.2% Cash Equivalent 6.67% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | SANSERA5% ₹28 Cr 62,000 Indo MIM Ltd (Industrials)
Equity, Since 31 Jul 26 | INDOMIM5% ₹28 Cr 225,999 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 25 | AUROPHARMA3% ₹17 Cr 99,852
↑ 60,000 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Sep 26 | 5433843% ₹16 Cr 500,000
↑ 500,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 26 | POWERINDIA3% ₹16 Cr 5,100
↑ 2,796 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 26 | SOLARINDS3% ₹15 Cr 7,800
↑ 2,931 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 26 | NAUKRI3% ₹15 Cr 122,999 National Bank For Agriculture And Rural Development
Debentures | -3% ₹15 Cr 1,500 7.47% Reliance Industries Ltd. **
Debentures | -3% ₹15 Cr 1,500
↑ 1,500 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 26 | ETERNAL3% ₹14 Cr 450,000
↑ 450,000 5. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (11 Nov 26) ₹150.966 ↑ 1.39 (0.93 %) Net Assets (Cr) ₹972 on 30 Sep 26 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio -0.51 Information Ratio -0.37 Alpha Ratio -3.53 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹10,092 31 Oct 23 ₹11,021 31 Oct 24 ₹14,913 31 Oct 25 ₹15,326 31 Oct 26 ₹13,794 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 6.7% 3 Month 0.2% 6 Month 5.3% 1 Year -1.7% 3 Year 9.6% 5 Year 8% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.8% 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% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0.48 Yr. Nikhil Kapoor 1 Jul 26 0.25 Yr. Data below for LIC MF Tax Plan as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 27.36% Consumer Cyclical 22.76% Industrials 15.51% Health Care 13.13% Basic Materials 5.88% Consumer Defensive 5.22% Communication Services 3.34% Technology 3.08% Real Estate 1.41% Asset Allocation
Asset Class Value Cash 2.3% Equity 97.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹80 Cr 604,329 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK5% ₹48 Cr 678,052
↓ -238,370 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322154% ₹42 Cr 342,519 SML Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | SMLMAH4% ₹39 Cr 59,236 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN4% ₹34 Cr 210,855 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹31 Cr 320,605 SRF Ltd (Industrials)
Equity, Since 31 May 21 | SRF3% ₹28 Cr 111,802 Indo MIM Ltd (Industrials)
Equity, Since 31 Jul 26 | INDOMIM3% ₹25 Cr 203,935
↑ 200,264 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ETERNAL3% ₹25 Cr 790,997 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT2% ₹24 Cr 62,597
↓ -6,345 6. LIC MF Large Cap Fund
LIC MF Large Cap Fund
Growth Launch Date 3 Feb 99 NAV (11 Nov 26) ₹55.8936 ↑ 0.48 (0.86 %) Net Assets (Cr) ₹1,302 on 30 Sep 26 Category Equity - Large Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.62 Information Ratio -0.65 Alpha Ratio -1.81 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 31 Oct 21 ₹10,000 31 Oct 22 ₹9,792 31 Oct 23 ₹9,989 31 Oct 24 ₹13,090 31 Oct 25 ₹13,702 31 Oct 26 ₹12,175 Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 9.7% 3 Month 2.3% 6 Month 7.4% 1 Year -1.9% 3 Year 9.4% 5 Year 5.7% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 6% 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% Fund Manager information for LIC MF Large Cap Fund
Name Since Tenure Sumit Bhatnagar 3 Oct 23 3 Yr. Data below for LIC MF Large Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 37.38% Consumer Cyclical 18.8% Industrials 15.59% Health Care 7.4% Basic Materials 5.58% Consumer Defensive 5.18% Communication Services 4.44% Technology 1.76% Utility 1.4% Asset Allocation
Asset Class Value Cash 2.46% Equity 97.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK9% ₹122 Cr 925,371 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK6% ₹81 Cr 1,142,749 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT5% ₹70 Cr 187,361 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹58 Cr 328,770 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322154% ₹53 Cr 434,949 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹51 Cr 526,317 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | ETERNAL4% ₹47 Cr 1,461,124
↑ 120,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 21 | SBILIFE3% ₹34 Cr 200,436 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 26 | 5000343% ₹33 Cr 345,805 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 26 | DIVISLAB3% ₹33 Cr 35,638 7. LIC MF Index Fund Nifty
LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (11 Nov 26) ₹139.533 ↑ 1.15 (0.83 %) Net Assets (Cr) ₹345 on 30 Sep 26 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.97 Sharpe Ratio -0.74 Information Ratio -16.82 Alpha Ratio -1.11 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 31 Oct 21 ₹10,000 31 Oct 22 ₹10,232 31 Oct 23 ₹10,817 31 Oct 24 ₹13,728 31 Oct 25 ₹14,615 31 Oct 26 ₹13,098 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 12.1% 3 Month 3.1% 6 Month 6.4% 1 Year -1.8% 3 Year 9.2% 5 Year 7.2% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.7% 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% Fund Manager information for LIC MF Index Fund Nifty
Name Since Tenure Nikhil Kapoor 7 Apr 26 0.48 Yr. Sasikant Aravamuthan 1 Jul 26 0.25 Yr. Data below for LIC MF Index Fund Nifty as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 0.11% Equity 99.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK10% ₹36 Cr 505,830
↓ -2,746 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK9% ₹31 Cr 236,506
↓ -1,594 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE8% ₹26 Cr 220,792
↓ -4,117 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹18 Cr 100,265
↓ -1,071 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹15 Cr 38,634
↓ -314 State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN4% ₹13 Cr 136,463
↓ -952 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹12 Cr 94,911
↓ -358 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY3% ₹12 Cr 116,705
↓ -84 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK3% ₹10 Cr 242,353
↓ -2,456 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | M&M3% ₹9 Cr 29,522
↓ -181 8. LIC MF Index Fund Sensex
LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (11 Nov 26) ₹153.203 ↑ 1.43 (0.94 %) Net Assets (Cr) ₹87 on 30 Sep 26 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 1.02 Sharpe Ratio -0.83 Information Ratio -10.1 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 31 Oct 21 ₹10,000 31 Oct 22 ₹10,256 31 Oct 23 ₹10,823 31 Oct 24 ₹13,465 31 Oct 25 ₹14,242 31 Oct 26 ₹12,639 Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 12.9% 3 Month 4.6% 6 Month 8.1% 1 Year -2.4% 3 Year 8.1% 5 Year 6.6% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 9.1% 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% Fund Manager information for LIC MF Index Fund Sensex
Name Since Tenure Nikhil Kapoor 7 Apr 26 0.48 Yr. Sasikant Aravamuthan 1 Jul 26 0.25 Yr. Data below for LIC MF Index Fund Sensex as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 0.68% Equity 99.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK13% ₹11 Cr 152,908 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 53217411% ₹10 Cr 71,866
↓ -675 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE9% ₹8 Cr 66,338
↓ -1,227 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL6% ₹5 Cr 31,133
↑ 468 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT5% ₹4 Cr 11,733
↑ 91 State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN5% ₹4 Cr 41,612
↑ 255 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹4 Cr 28,671
↑ 210 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY4% ₹4 Cr 35,289
↑ 576 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK4% ₹3 Cr 73,751
↑ 619 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | M&M3% ₹3 Cr 9,021
↑ 114 9. LIC MF Childrens Fund
LIC MF Childrens Fund
Growth Launch Date 21 Nov 01 NAV (11 Nov 26) ₹33.8136 ↑ 0.16 (0.47 %) Net Assets (Cr) ₹16 on 30 Sep 26 Category Solutions - Childrens Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.04 Information Ratio -0.04 Alpha Ratio 7.85 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 31 Oct 21 ₹10,000 31 Oct 22 ₹10,041 31 Oct 23 ₹10,954 31 Oct 24 ₹13,862 31 Oct 25 ₹13,713 31 Oct 26 ₹13,450 Returns for LIC MF Childrens Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 2.2% 3 Month -3.7% 6 Month 5.1% 1 Year 2.8% 3 Year 8.1% 5 Year 6.8% 10 Year 15 Year Since launch 5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -4.9% 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% Fund Manager information for LIC MF Childrens Fund
Name Since Tenure Pratik Shroff 26 Sep 23 3.02 Yr. Siddharth Panjwani 1 Jul 26 0.25 Yr. Data below for LIC MF Childrens Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 11.58% Equity 78.62% Debt 9.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -10% ₹2 Cr 150,000 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 26 | 5323315% ₹1 Cr 2,250
↑ 1,050 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Aug 26 | 5329773% ₹1 Cr 500 Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Aug 26 | ENDURANCE3% ₹1 Cr 2,000 Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Aug 26 | LUMAXTECH3% ₹1 Cr 2,450 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | TORNTPHARM3% ₹1 Cr 1,050 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 25 | MCX3% ₹0 Cr 1,500 Cummins India Ltd (Industrials)
Equity, Since 31 Jul 26 | 5004803% ₹0 Cr 1,025 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | M&M3% ₹0 Cr 1,600 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 26 | PERSISTENT3% ₹0 Cr 880 10. LIC MF Banking & Financial Services Fund
LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (11 Nov 26) ₹21.4267 ↑ 0.23 (1.07 %) Net Assets (Cr) ₹256 on 30 Sep 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.29 Sharpe Ratio -0.25 Information Ratio -0.68 Alpha Ratio 1.99 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 31 Oct 21 ₹10,000 31 Oct 22 ₹10,669 31 Oct 23 ₹11,758 31 Oct 24 ₹13,452 31 Oct 25 ₹15,009 31 Oct 26 ₹13,212 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 26 Duration Returns 1 Month 6.8% 3 Month -1.6% 6 Month 2.5% 1 Year -2.9% 3 Year 6.9% 5 Year 8.1% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 16.5% 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% Fund Manager information for LIC MF Banking & Financial Services Fund
Name Since Tenure Sudhanshu Asthana 7 Apr 26 0.48 Yr. Data below for LIC MF Banking & Financial Services Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 90.47% Technology 5.24% Asset Allocation
Asset Class Value Cash 4.29% Equity 95.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK14% ₹35 Cr 263,994 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5406117% ₹19 Cr 185,904 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 5322155% ₹14 Cr 111,239 One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | PAYTM5% ₹13 Cr 80,052 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK5% ₹13 Cr 183,886 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5000345% ₹12 Cr 129,764 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 26 | INDUSINDBK5% ₹12 Cr 131,500 City Union Bank Ltd (Financial Services)
Equity, Since 31 May 26 | CUB5% ₹12 Cr 521,666 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | SHRIRAMFIN4% ₹10 Cr 104,464 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5900033% ₹9 Cr 268,681
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.
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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