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Table of Contents
- एलआईसी म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?
- सर्वश्रेष्ठ एलआईसी म्यूचुअल फंड योजनाएं
- पूछे जाने वाले प्रश्न
- 1. एलआईसी म्यूचुअल फंड का वर्तमान मूल्य क्या है?
- 2. एलआईसी एमएफ में निवेश करने के लिए मुझे किन दस्तावेजों की आवश्यकता होगी?
- 3. क्या एलआईसी म्यूचुअल फंड केवाईसी का अनुपालन करता है?
- 4. क्या मैं एलआईसी म्यूचुअल फंड में ऑनलाइन निवेश कर सकता हूं?
- 5. एलआईसी म्यूचुअल फंड टैक्स प्लान क्या है?
- 6. एलआईसी एमएफ लार्ज और मिड कैप फंड का प्रदर्शन कैसा है?
- 7. मैं एलआईसी म्यूचुअल फंड बैंकिंग और पीएसयू डेट के बारे में जानना चाहता हूं?
- 8. एलआईसी म्यूचुअल फंड में निवेश करते समय मुझे क्या ध्यान रखना चाहिए?
Top 10 Funds
10 सर्वश्रेष्ठ एलआईसी म्यूचुअल फंड योजनाएं 2022
भारत के प्रमुख ब्रांड की सहयोगी कंपनी होने के नाते,एलआईसी म्यूचुअल फंड परिसंपत्ति प्रबंधन क्षेत्र में मान्यता प्राप्त खिलाड़ियों में से एक है। फंड हाउस एक विस्तृत पेशकश करता हैश्रेणी में म्युचुअल फंड योजनाओं कीमंडी. निवेशक जैसे विकल्पों में से चुन सकते हैंइक्विटी फ़ंड,डेट फंड,लिक्विड फंड,हाइब्रिड फंड, आदि।
आदर्श रूप से, आपको एक ऐसा फंड चुनना चाहिए जो आपके निवेश लक्ष्यों से संबंधित आपकी आवश्यकताओं के लिए सबसे उपयुक्त हो। लम्बे समय के लिए-टर्म प्लान, इक्विटी सबसे अच्छा है, जबकि अल्पावधि के लिए आप पसंद कर सकते हैंनिवेश कर्ज मेंम्यूचुअल फंड्स. में निवेश करने के सर्वोत्तम भागों में से एकएलआईसी म्यूचुअल फंड यह है कि इसकी एक मजबूत जोखिम प्रबंधन टीम है जो बाजार के रुझान की भविष्यवाणी करती है और आपके पोर्टफोलियो को उसके अनुसार संतुलित करने में मदद करती है। निवेश करने की योजना बना रहे निवेशक नीचे सूचीबद्ध शीर्ष 10 सर्वश्रेष्ठ एलआईसी म्यूचुअल फंड योजनाओं में से एक फंड चुन सकते हैं।
इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।
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सर्वश्रेष्ठ एलआईसी म्यूचुअल फंड योजनाएं
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2022 (%) LIC MF Infrastructure Fund Growth ₹28.733
↑ 0.17 ₹111 5,000 1,000 15.1 23.3 23.5 31.1 15.4 7.1 7.9 LIC MF Banking & Financial Services Fund Growth ₹17.2316
↑ 0.01 ₹278 5,000 1,000 6.1 15.8 19.8 24 8.9 6.7 19.6 LIC MF Large and Midcap Fund Growth ₹26.4584
↑ 0.09 ₹2,180 5,000 1,000 10.3 14.1 8.3 20.1 11.4 12.1 -2.3 LIC MF Tax Plan Growth ₹111.733
↑ 0.27 ₹952 500 500 8.1 14.9 13.2 19.8 10.5 10.7 -1.6 LIC MF Index Fund Nifty Growth ₹107.159
↑ 0.01 ₹225 5,000 1,000 6.2 10.7 10.9 19.5 11 12.6 4.7 LIC MF Index Fund Sensex Growth ₹121.97
↑ 0.01 ₹74 5,000 1,000 5.7 9.7 11.4 19.4 11.4 13.3 4.6 LIC MF Multi Cap Fund Growth ₹75.4561
↑ 0.19 ₹856 5,000 1,000 9.2 16.9 15.5 17.1 10.1 9.7 -2.6 LIC MF Large Cap Fund Growth ₹42.5835
↑ 0.03 ₹1,368 5,000 1,000 5.4 8.8 7.1 16.4 9.8 10.3 -1.6 LIC MF Childrens Fund Growth ₹26.1697
↑ 0.07 ₹14 5,000 1,000 7.9 13.1 11 14.3 8.7 4.5 -1 LIC MF Equity Hybrid Fund Growth ₹148.479
↑ 0.53 ₹580 5,000 1,000 5.9 10 9.8 12.6 8.5 8.2 -2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
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 Below is the key information for LIC MF Infrastructure 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. 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 Below is the key information for LIC MF Banking & Financial Services 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. 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 Below is the key information for LIC MF Large and Midcap 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. 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 Below is the key information for LIC MF Tax Plan 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. 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 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. 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 Below is the key information for LIC MF Index Fund Sensex 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. 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 Below is the key information for LIC MF Multi Cap 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. 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 Below is the key information for LIC MF Large Cap Fund 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. 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 Below is the key information for LIC MF Childrens 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. 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 Below is the key information for LIC MF Equity Hybrid Fund Returns up to 1 year are on 1. LIC MF Infrastructure Fund
CAGR/Annualized return of 7.1% since its launch. Return for 2022 was 7.9% , 2021 was 46.6% and 2020 was -0.1% . LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (22 Aug 23) ₹28.733 ↑ 0.17 (0.59 %) Net Assets (Cr) ₹111 on 31 Jul 23 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.29 Sharpe Ratio 1.45 Information Ratio 0.83 Alpha Ratio 3.05 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 Sep 18 ₹10,000 30 Sep 19 ₹11,083 30 Sep 20 ₹9,610 30 Sep 21 ₹16,671 30 Sep 22 ₹18,404 30 Sep 23 ₹23,362 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 4.4% 3 Month 15.1% 6 Month 23.3% 1 Year 23.5% 3 Year 31.1% 5 Year 15.4% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% 2015 -6.2% 2014 49.6% 2013 -3.6% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Yogesh Patil 18 Sep 20 2.95 Yr. Data below for LIC MF Infrastructure Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Industrials 56.46% Consumer Cyclical 10.94% Basic Materials 8.65% Technology 6.93% Utility 5.26% Financial Services 4.43% Communication Services 2.14% Energy 2% Asset Allocation
Asset Class Value Cash 3.18% Equity 96.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Transport Corp of India Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Sep 20 | TCI7% ₹8 Cr 101,232 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ULTRACEMCO6% ₹7 Cr 7,876 Kennametal India Ltd (Industrials)
Equity, Since 30 Sep 22 | KENNAMET5% ₹6 Cr 20,582 KSB Ltd (Industrials)
Equity, Since 31 May 21 | KSB5% ₹6 Cr 20,170 TD Power Systems Ltd (Industrials)
Equity, Since 30 Apr 23 | TDPOWERSYS5% ₹5 Cr 203,885 Pitti Engineering Ltd (Industrials)
Equity, Since 31 Jul 22 | PITTIENG4% ₹5 Cr 80,468 CIE Automotive India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5327564% ₹5 Cr 96,213 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Jul 22 | POWERINDIA4% ₹5 Cr 10,916
↓ -520 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL4% ₹5 Cr 11,275 Ashoka Buildcon Ltd (Industrials)
Equity, Since 30 Sep 20 | 5332713% ₹4 Cr 393,127 2. LIC MF Banking & Financial Services Fund
CAGR/Annualized return of 6.7% since its launch. Return for 2022 was 19.6% , 2021 was 9.8% and 2020 was -2.1% . LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (22 Aug 23) ₹17.2316 ↑ 0.01 (0.07 %) Net Assets (Cr) ₹278 on 31 Jul 23 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.29 Sharpe Ratio 1.49 Information Ratio 0.29 Alpha Ratio 8.68 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 Sep 18 ₹10,000 30 Sep 19 ₹12,014 30 Sep 20 ₹9,283 30 Sep 21 ₹14,687 30 Sep 22 ₹15,350 30 Sep 23 ₹18,445 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month -1.7% 3 Month 6.1% 6 Month 15.8% 1 Year 19.8% 3 Year 24% 5 Year 8.9% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 19.6% 2021 9.8% 2020 -2.1% 2019 19.9% 2018 -18% 2017 32.7% 2016 10.5% 2015 2014 2013 Fund Manager information for LIC MF Banking & Financial Services Fund
Name Since Tenure Jaiprakash Toshniwal 6 Sep 21 1.99 Yr. Data below for LIC MF Banking & Financial Services Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 93.75% Asset Allocation
Asset Class Value Cash 6.25% Equity 93.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK22% ₹64 Cr 404,463
↑ 69,969 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK16% ₹46 Cr 477,588
↑ 27,781 State Bank of India (Financial Services)
Equity, Since 31 Mar 20 | SBIN9% ₹26 Cr 462,712
↑ 58,445 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 5322158% ₹22 Cr 225,190
↓ -21,517 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 20 | FEDERALBNK5% ₹15 Cr 1,036,969
↑ 166,563 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 22 | CREDITACC4% ₹11 Cr 80,094
↑ 9,564 L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Mar 23 | L&TFH4% ₹10 Cr 812,265
↑ 108,483 Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5003023% ₹9 Cr 84,828 Five-Star Business Finance Ltd (Financial Services)
Equity, Since 31 May 23 | FIVESTAR3% ₹8 Cr 102,902
↑ 11,086 MAS Financial Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 22 | MASFIN3% ₹7 Cr 87,557
↑ 2,482 3. LIC MF Large and Midcap Fund
CAGR/Annualized return of 12.1% since its launch. Return for 2022 was -2.3% , 2021 was 33.3% and 2020 was 14.1% . LIC MF Large and Midcap Fund
Growth Launch Date 25 Feb 15 NAV (22 Aug 23) ₹26.4584 ↑ 0.09 (0.35 %) Net Assets (Cr) ₹2,180 on 31 Jul 23 Category Equity - Large & Mid Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 1.95 Sharpe Ratio 0.37 Information Ratio -1.51 Alpha Ratio -6.85 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 Sep 18 ₹10,000 30 Sep 19 ₹11,042 30 Sep 20 ₹11,059 30 Sep 21 ₹17,329 30 Sep 22 ₹17,706 30 Sep 23 ₹19,561 Returns for LIC MF Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 1.8% 3 Month 10.3% 6 Month 14.1% 1 Year 8.3% 3 Year 20.1% 5 Year 11.4% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 -2.3% 2021 33.3% 2020 14.1% 2019 10.9% 2018 -5% 2017 40.1% 2016 13.2% 2015 2014 2013 Fund Manager information for LIC MF Large and Midcap Fund
Name Since Tenure Yogesh Patil 18 Sep 20 2.95 Yr. Dikshit Mittal 1 Jun 23 0.25 Yr. Data below for LIC MF Large and Midcap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 28.25% Consumer Cyclical 22.74% Industrials 13.77% Basic Materials 9.64% Technology 9.59% Consumer Defensive 4.32% Health Care 3.15% Energy 2.36% Utility 1.23% Asset Allocation
Asset Class Value Cash 4.85% Equity 95.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK6% ₹122 Cr 773,615 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹119 Cr 1,245,644 Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY3% ₹72 Cr 499,425 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329553% ₹65 Cr 2,729,240
↑ 2,729,240 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 23 | 5328103% ₹65 Cr 2,494,718
↓ -55,545 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 20 | RELIANCE2% ₹52 Cr 215,328 Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | ABFRL2% ₹49 Cr 2,234,712
↑ 4,671 TD Power Systems Ltd (Industrials)
Equity, Since 30 Apr 23 | TDPOWERSYS2% ₹45 Cr 1,681,710
↑ 42,577 Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5001652% ₹43 Cr 1,302,634
↓ -66,132 Honeywell Automation India Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 23 | HONAUT2% ₹43 Cr 10,822
↑ 555 4. LIC MF Tax Plan
CAGR/Annualized return of 10.7% since its launch. Ranked 35 in ELSS category. Return for 2022 was -1.6% , 2021 was 26.2% and 2020 was 8.9% . LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (22 Aug 23) ₹111.733 ↑ 0.27 (0.25 %) Net Assets (Cr) ₹952 on 31 Jul 23 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio 0.8 Information Ratio -0.61 Alpha Ratio 1.37 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 30 Sep 18 ₹10,000 30 Sep 19 ₹11,238 30 Sep 20 ₹10,515 30 Sep 21 ₹16,232 30 Sep 22 ₹16,126 30 Sep 23 ₹18,397 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 0.2% 3 Month 8.1% 6 Month 14.9% 1 Year 13.2% 3 Year 19.8% 5 Year 10.5% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1.6% 2021 26.2% 2020 8.9% 2019 11.9% 2018 -1.1% 2017 37.3% 2016 3.3% 2015 -3% 2014 49.1% 2013 8.2% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Karan Doshi 31 Jul 23 0.09 Yr. Dikshit Mittal 31 Jul 23 0.09 Yr. Data below for LIC MF Tax Plan as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 30.17% Consumer Cyclical 17.48% Industrials 14.58% Basic Materials 9.83% Technology 9.74% Consumer Defensive 8.22% Energy 1.96% Health Care 1.52% Asset Allocation
Asset Class Value Cash 6.51% Equity 93.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹73 Cr 760,878 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK8% ₹73 Cr 462,949 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322155% ₹45 Cr 460,724 Infosys Ltd (Technology)
Equity, Since 31 Oct 14 | INFY4% ₹36 Cr 248,752 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN3% ₹30 Cr 268,228
↓ -31,310 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹25 Cr 446,147 PI Industries Ltd (Basic Materials)
Equity, Since 31 Jan 23 | PIIND2% ₹23 Cr 63,398 ABB India Ltd (Industrials)
Equity, Since 28 Feb 23 | ABB2% ₹21 Cr 46,960
↓ -41,847 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | TITAN2% ₹20 Cr 65,475
↑ 12,946 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT2% ₹19 Cr 71,038 5. LIC MF Index Fund Nifty
CAGR/Annualized return of 12.6% since its launch. Ranked 80 in Index Fund category. Return for 2022 was 4.7% , 2021 was 23.8% and 2020 was 14.7% . LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (22 Aug 23) ₹107.159 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹225 on 31 Jul 23 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.73 Information Ratio -8.94 Alpha Ratio -1.04 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 Sep 18 ₹10,000 30 Sep 19 ₹10,517 30 Sep 20 ₹10,313 30 Sep 21 ₹16,099 30 Sep 22 ₹15,668 30 Sep 23 ₹17,982 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month -1.6% 3 Month 6.2% 6 Month 10.7% 1 Year 10.9% 3 Year 19.5% 5 Year 11% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.7% 2021 23.8% 2020 14.7% 2019 12.6% 2018 2.6% 2017 28.6% 2016 2.7% 2015 -4.1% 2014 31.1% 2013 6.5% Fund Manager information for LIC MF Index Fund Nifty
Name Since Tenure Jaiprakash Toshniwal 6 Sep 21 1.98 Yr. Data below for LIC MF Index Fund Nifty as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 0.28% Equity 99.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK14% ₹31 Cr 198,610
↑ 7,726 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE10% ₹22 Cr 89,965
↑ 3,385 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK8% ₹18 Cr 186,037
↑ 7,193 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY6% ₹14 Cr 94,993
↑ 3,590 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC5% ₹10 Cr 235,091
↑ 9,014 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 05 | TCS4% ₹9 Cr 27,256
↑ 1,150 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹9 Cr 32,166
↑ 1,429 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹7 Cr 72,705
↑ 2,478 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK3% ₹7 Cr 39,126
↑ 1,452 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 11 | HINDUNILVR3% ₹6 Cr 23,798
↑ 1,109 6. LIC MF Index Fund Sensex
CAGR/Annualized return of 13.3% since its launch. Ranked 79 in Index Fund category. Return for 2022 was 4.6% , 2021 was 21.9% and 2020 was 15.9% . LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (22 Aug 23) ₹121.97 ↑ 0.01 (0.00 %) Net Assets (Cr) ₹74 on 31 Jul 23 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.99 Sharpe Ratio 0.82 Information Ratio -7.93 Alpha Ratio -0.91 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 Sep 18 ₹10,000 30 Sep 19 ₹10,683 30 Sep 20 ₹10,566 30 Sep 21 ₹16,360 30 Sep 22 ₹15,920 30 Sep 23 ₹18,314 Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month -2% 3 Month 5.7% 6 Month 9.7% 1 Year 11.4% 3 Year 19.4% 5 Year 11.4% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.6% 2021 21.9% 2020 15.9% 2019 14.6% 2018 5.6% 2017 27.4% 2016 1.6% 2015 -5.4% 2014 29.3% 2013 9.2% Fund Manager information for LIC MF Index Fund Sensex
Name Since Tenure Jaiprakash Toshniwal 6 Sep 21 1.99 Yr. Data below for LIC MF Index Fund Sensex as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 0.36% Equity 99.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK15% ₹11 Cr 71,018
↑ 1,349 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE11% ₹8 Cr 33,904
↑ 756 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 5321749% ₹7 Cr 68,665
↑ 1,215 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY7% ₹5 Cr 35,479
↑ 656 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC5% ₹4 Cr 86,739
↑ 1,482 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 09 | TCS5% ₹3 Cr 10,057
↑ 193 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT4% ₹3 Cr 11,842
↑ 149 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹3 Cr 27,175
↑ 371 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK3% ₹2 Cr 14,060
↑ 265 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 11 | 5006963% ₹2 Cr 8,793
↑ 182 7. LIC MF Multi Cap Fund
CAGR/Annualized return of 9.7% since its launch. Ranked 61 in Multi Cap category. Return for 2022 was -2.6% , 2021 was 20.2% and 2020 was 10.4% . LIC MF Multi Cap Fund
Growth Launch Date 15 Feb 99 NAV (22 Aug 23) ₹75.4561 ↑ 0.19 (0.25 %) Net Assets (Cr) ₹856 on 31 Jul 23 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 1.09 Information Ratio -1.3 Alpha Ratio 3.07 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 Sep 18 ₹10,000 30 Sep 19 ₹10,845 30 Sep 20 ₹10,407 30 Sep 21 ₹15,085 30 Sep 22 ₹14,794 30 Sep 23 ₹17,475 Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 1% 3 Month 9.2% 6 Month 16.9% 1 Year 15.5% 3 Year 17.1% 5 Year 10.1% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 -2.6% 2021 20.2% 2020 10.4% 2019 13.7% 2018 -7.7% 2017 25.7% 2016 2.2% 2015 -7.7% 2014 42% 2013 5.6% Fund Manager information for LIC MF Multi Cap Fund
Name Since Tenure Jaiprakash Toshniwal 31 Jul 23 0.09 Yr. Data below for LIC MF Multi Cap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 32.86% Consumer Cyclical 18.64% Industrials 11.56% Consumer Defensive 10.86% Technology 7.87% Basic Materials 5.13% Health Care 1.56% Communication Services 1.07% Asset Allocation
Asset Class Value Cash 10.14% Equity 89.86% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK9% ₹75 Cr 475,564
↑ 78,326 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | ICICIBANK7% ₹57 Cr 589,757 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 5322154% ₹30 Cr 312,982
↓ -51,482 State Bank of India (Financial Services)
Equity, Since 31 Jul 23 | SBIN3% ₹29 Cr 525,210
↑ 350,510 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | HINDUNILVR3% ₹27 Cr 106,456
↑ 58,359 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | FEDERALBNK3% ₹25 Cr 1,750,427
↑ 1,750,427 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Aug 19 | TITAN3% ₹25 Cr 80,482 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 22 | ITC3% ₹23 Cr 511,776
↑ 279,817 SRF Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 May 21 | SRF2% ₹19 Cr 81,362 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | MARUTI2% ₹19 Cr 18,993 8. LIC MF Large Cap Fund
CAGR/Annualized return of 10.3% since its launch. Ranked 66 in Large Cap category. Return for 2022 was -1.6% , 2021 was 23.8% and 2020 was 13.8% . LIC MF Large Cap Fund
Growth Launch Date 3 Feb 99 NAV (22 Aug 23) ₹42.5835 ↑ 0.03 (0.06 %) Net Assets (Cr) ₹1,368 on 31 Jul 23 Category Equity - Large Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 0.41 Information Ratio -1.3 Alpha Ratio -2.1 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 Sep 18 ₹10,000 30 Sep 19 ₹11,302 30 Sep 20 ₹10,834 30 Sep 21 ₹16,835 30 Sep 22 ₹16,030 30 Sep 23 ₹17,549 Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month -1.5% 3 Month 5.4% 6 Month 8.8% 1 Year 7.1% 3 Year 16.4% 5 Year 9.8% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1.6% 2021 23.8% 2020 13.8% 2019 15% 2018 0.7% 2017 26.8% 2016 2.3% 2015 -2.6% 2014 39.8% 2013 7.4% Fund Manager information for LIC MF Large Cap Fund
Name Since Tenure Yogesh Patil 18 Sep 20 2.95 Yr. Jaiprakash Toshniwal 1 Jun 23 0.25 Yr. Data below for LIC MF Large Cap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 32.46% Consumer Defensive 12.44% Consumer Cyclical 11.78% Technology 10.08% Basic Materials 8.43% Energy 5.87% Industrials 5.79% Health Care 5.07% Communication Services 0.92% Asset Allocation
Asset Class Value Cash 7.16% Equity 92.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK10% ₹126 Cr 803,888
↑ 24,747 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK9% ₹119 Cr 1,238,907
↑ 54,754 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE6% ₹77 Cr 321,825
↓ -16,514 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN5% ₹66 Cr 1,174,504
↓ -8,149 Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY4% ₹55 Cr 383,511
↓ -72,003 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 5322154% ₹53 Cr 543,546
↓ -33,558 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | HINDUNILVR3% ₹44 Cr 176,357
↑ 48,400 ITC Ltd (Consumer Defensive)
Equity, Since 31 May 23 | ITC3% ₹44 Cr 1,003,202
↑ 370,091 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT3% ₹43 Cr 157,444
↓ -12,398 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 18 | TCS3% ₹38 Cr 113,752
↓ -11,614 9. LIC MF Childrens Fund
CAGR/Annualized return of 4.5% since its launch. Return for 2022 was -1% , 2021 was 15.5% and 2020 was 12.4% . LIC MF Childrens Fund
Growth Launch Date 21 Nov 01 NAV (22 Aug 23) ₹26.1697 ↑ 0.07 (0.25 %) Net Assets (Cr) ₹14 on 31 Jul 23 Category Solutions - Childrens Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 0.61 Information Ratio -0.58 Alpha Ratio -1.42 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 Sep 18 ₹10,000 30 Sep 19 ₹10,972 30 Sep 20 ₹10,833 30 Sep 21 ₹14,935 30 Sep 22 ₹14,418 30 Sep 23 ₹16,567 Returns for LIC MF Childrens Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 0.7% 3 Month 7.9% 6 Month 13.1% 1 Year 11% 3 Year 14.3% 5 Year 8.7% 10 Year 15 Year Since launch 4.5% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1% 2021 15.5% 2020 12.4% 2019 13.2% 2018 -8% 2017 14.1% 2016 9.7% 2015 -1.2% 2014 31.4% 2013 6.3% Fund Manager information for LIC MF Childrens Fund
Name Since Tenure Sanjay Pawar 1 Jan 22 1.66 Yr. Karan Doshi 7 Jan 21 2.65 Yr. Data below for LIC MF Childrens Fund as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 2.88% Equity 86.3% Debt 10.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -11% ₹2 Cr 150,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK8% ₹1 Cr 6,791
↓ -256 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK7% ₹1 Cr 10,354
↓ -436 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY5% ₹1 Cr 4,578 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE4% ₹0 Cr 2,062
↑ 1,108 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹0 Cr 7,679
↓ -2,360 Gokaldas Exports Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | GOKEX3% ₹0 Cr 5,387
↑ 564 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹0 Cr 4,154
↓ -736 Pitti Engineering Ltd (Industrials)
Equity, Since 31 Aug 22 | PITTIENG3% ₹0 Cr 6,066
↓ -1,064 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 18 | TCS3% ₹0 Cr 1,078 10. LIC MF Equity Hybrid Fund
CAGR/Annualized return of 8.2% since its launch. Ranked 27 in Hybrid Equity category. Return for 2022 was -2.2% , 2021 was 15.5% and 2020 was 9.6% . LIC MF Equity Hybrid Fund
Growth Launch Date 3 Feb 99 NAV (22 Aug 23) ₹148.479 ↑ 0.53 (0.36 %) Net Assets (Cr) ₹580 on 31 Jul 23 Category Hybrid - Hybrid Equity AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 0.66 Information Ratio -1.01 Alpha Ratio -0.64 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 Sep 18 ₹10,000 30 Sep 19 ₹11,103 30 Sep 20 ₹10,817 30 Sep 21 ₹14,577 30 Sep 22 ₹14,165 30 Sep 23 ₹15,844 Returns for LIC MF Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month -0.1% 3 Month 5.9% 6 Month 10% 1 Year 9.8% 3 Year 12.6% 5 Year 8.5% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis
Year Returns 2022 -2.2% 2021 15.5% 2020 9.6% 2019 13.5% 2018 -4.5% 2017 20.4% 2016 5.5% 2015 -6.8% 2014 34.1% 2013 7.4% Fund Manager information for LIC MF Equity Hybrid Fund
Name Since Tenure Sanjay Pawar 1 Jan 22 1.66 Yr. Karan Doshi 6 Sep 21 1.98 Yr. Data below for LIC MF Equity Hybrid Fund as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 3.36% Equity 75.94% Debt 20.7% Equity Sector Allocation
Sector Value Financial Services 28.24% Consumer Cyclical 12.81% Technology 10.15% Consumer Defensive 6.53% Industrials 5.47% Health Care 3.84% Basic Materials 3.57% Energy 3.26% Communication Services 1.4% Utility 0.68% Debt Sector Allocation
Sector Value Government 15.95% Corporate 4.75% Cash Equivalent 3.36% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK8% ₹44 Cr 277,632
↓ -12,232 7.06% Govt Stock 2028
Sovereign Bonds | -6% ₹36 Cr 3,500,000
↑ 100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | ICICIBANK6% ₹35 Cr 366,156
↓ -16,218 7.38% Govt Stock 2027
Sovereign Bonds | -5% ₹27 Cr 2,650,000 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY4% ₹23 Cr 160,865
↓ -6,406 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹19 Cr 77,127
↑ 5,712 State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN3% ₹17 Cr 305,927
↑ 866 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 5322153% ₹16 Cr 165,891
↓ -26,269 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | ITC3% ₹15 Cr 349,942
↑ 63,028 6.1% Govt Stock 2031
Sovereign Bonds | -2% ₹14 Cr 1,500,000
पूछे जाने वाले प्रश्न
1. एलआईसी म्यूचुअल फंड का वर्तमान मूल्य क्या है?
ए: एलआईसी म्यूचुअल फंड में वर्तमान में 289.57 करोड़ रुपये का ऑपरेटिव फंड है। आप एलआईसी म्यूचुअल फंड के तहत बाईस विभिन्न योजनाओं में निवेश कर सकते हैं। आप जिस राशि का निवेश करना चाहते हैं, उसके आधार पर आप किसी विशेष योजना का चयन कर सकते हैं।
2. एलआईसी एमएफ में निवेश करने के लिए मुझे किन दस्तावेजों की आवश्यकता होगी?
ए: एलआईसी म्यूचुअल फंड में निवेश करने के लिए, आपको पहचान प्रमाण की आवश्यकता होगी जैसे कि आपकापैन कार्ड और पते का प्रमाण, आपके आधार कार्ड या पासपोर्ट की एक प्रति। आपको अपना भी जमा करना होगाबैंक विवरण।
3. क्या एलआईसी म्यूचुअल फंड केवाईसी का अनुपालन करता है?
ए: हां। इसलिए, सभी केवाईसी अनुपालन दस्तावेजों के साथ, आपको विधिवत भरा हुआ जमा करना होगाकेवाईसी फॉर्म एलआईसी म्यूचुअल फंड में निवेश शुरू करने के लिए।
4. क्या मैं एलआईसी म्यूचुअल फंड में ऑनलाइन निवेश कर सकता हूं?
ए: हां, आप कर सकते हैं - आधिकारिक वेबसाइट पर लॉग इन करें और खुद को पंजीकृत करें। खाता खोलने और खुद को पंजीकृत करने के लिए आपको केवाईसी से संबंधित सभी दस्तावेज अपलोड करने होंगे। एक बार पंजीकरण प्रक्रिया पूरी हो जाने के बाद, आप निवेश करना शुरू कर सकते हैं।
5. एलआईसी म्यूचुअल फंड टैक्स प्लान क्या है?
ए: यह योजना निवेशकों को संपत्ति बढ़ाने में मदद करने और साथ ही साथ कर छूट का आनंद लेने के लिए डिज़ाइन की गई हैधारा 80सी काआयकर अधिनियम या 1961। यह एक ओपन-एंडेड इक्विटी से जुड़ा हुआ हैटैक्स सेविंग स्कीम. इसमें केवल 3 साल की सबसे कम लॉक-इन अवधि भी है।
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6. एलआईसी एमएफ लार्ज और मिड कैप फंड का प्रदर्शन कैसा है?
ए: एलआईसी एमएफ लार्ज और मिड कैप सेगमेंट ने लगातार रिटर्न दिखाया है8.03% पिछले तीन वर्षों में। सालाना, इसने का रिटर्न दिया है12.86%. बड़े और मेंमध्यम दर्जे की कंपनियों के शेयर खंड, एलआईसी एमएफ लार्ज और मिड कैप म्यूचुअल फंड ने अधिकांश अन्य म्यूचुअल फंडों की तुलना में बेहतर प्रदर्शन किया है।
7. मैं एलआईसी म्यूचुअल फंड बैंकिंग और पीएसयू डेट के बारे में जानना चाहता हूं?
ए: एलआईसी म्यूचुअल फंड बैंकिंग और पीएसयू डेट में मध्यम जोखिम होता है क्योंकि इसमें मुख्य रूप से डिबेंचर और म्यूनिसिपल शामिल होते हैंबांड. इसका कोई एक्जिट लोड और कम व्यय अनुपात भी नहीं है, जो कि 0.28% है। हालांकि, एलआईसी म्यूचुअल फंड बैंकिंग और पीएसयू ऋण के लिए औसत परिपक्वता आयु तीन वर्ष है।
8. एलआईसी म्यूचुअल फंड में निवेश करते समय मुझे क्या ध्यान रखना चाहिए?
ए: जब आप एलआईसी म्युचुअल फंड में निवेश करते हैं, तो आपको उस निवेश की मात्रा पर विचार करना चाहिए जो आप करने के लिए तैयार हैं और आप जिस रिटर्न की उम्मीद कर रहे हैं। यह सबसे अच्छा होगा यदि आप उस कर पर भी विचार करें जो आपको अपने पर देना हैआय. एक बार जब आप इन सभी पहलुओं पर विचार कर लेते हैं, तो आप एक विशेष एलआईसी म्यूचुअल फंड प्रकार का चयन कर सकते हैं।
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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