టాప్ 10 ఉత్తమ LIC మ్యూచువల్ ఫండ్ పథకాలు 2022

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ఎల్‌ఐసీ మ్యూచువల్ ఫండ్ ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?
ఉత్తమ LIC మ్యూచువల్ ఫండ్ పథకాలు
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10 ఉత్తమ LIC మ్యూచువల్ ఫండ్ పథకాలు 2022

Updated on April 27, 2025 , 42856 views

భారతదేశం యొక్క ప్రీమియర్ బ్రాండ్ యొక్క అనుబంధ సంస్థగా,LIC మ్యూచువల్ ఫండ్ ఆస్తి నిర్వహణ రంగంలో గుర్తింపు పొందిన ఆటగాళ్లలో ఒకరు. ఫండ్ హౌస్ విస్తృతంగా అందిస్తుందిపరిధి మ్యూచువల్ ఫండ్ పథకాలుసంత. వంటి ఎంపికల నుండి పెట్టుబడిదారులు ఎంచుకోవచ్చుఈక్విటీ ఫండ్స్,రుణ నిధి,లిక్విడ్ ఫండ్స్,హైబ్రిడ్ ఫండ్, మొదలైనవి

ఆదర్శవంతంగా, మీరు మీ పెట్టుబడి లక్ష్యాలకు సంబంధించి మీ అవసరాలకు బాగా సరిపోయే ఫండ్‌ను ఎంచుకోవాలి. చాలా కాలం -టర్మ్ ప్లాన్, ఈక్విటీలు ఉత్తమంగా సరిపోతాయి, స్వల్పకాలానికి మీరు ప్రాధాన్యత ఇవ్వవచ్చుపెట్టుబడి పెడుతున్నారు అప్పులలోమ్యూచువల్ ఫండ్స్. పెట్టుబడి పెట్టడంలో అత్యుత్తమ భాగాలలో ఒకటిLIC మ్యూచువల్ ఫండ్ అనేది మార్కెట్ ట్రెండ్‌లను అంచనా వేసే బలమైన రిస్క్ మేనేజ్‌మెంట్ టీమ్‌ను కలిగి ఉంది మరియు తదనుగుణంగా మీ పోర్ట్‌ఫోలియోను బ్యాలెన్స్ చేయడంలో సహాయపడుతుంది. పెట్టుబడి పెట్టడానికి ప్లాన్ చేసే పెట్టుబడిదారులు దిగువ జాబితా చేయబడిన టాప్ 10 ఉత్తమ LIC మ్యూచువల్ ఫండ్ పథకాల నుండి ఫండ్‌ను ఎంచుకోవచ్చు.

AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.

ఎల్‌ఐసీ మ్యూచువల్ ఫండ్ ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?

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పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!

ప్రారంభించడానికి

ఉత్తమ LIC మ్యూచువల్ ఫండ్ పథకాలు

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2023 (%)
LIC MF Infrastructure Fund Growth	₹44.1457 ↑ 0.06	₹874	5,000	1,000	-1.1	-10.1	6.2	25.2	31.8	9	47.8
LIC MF Tax Plan Growth	₹147.52 ↓ -0.13	₹1,088	500	500	1.9	-2.4	12	15.2	21.2	11.1	22.6
LIC MF Large and Midcap Fund Growth	₹36.5306 ↑ 0.08	₹2,859	5,000	1,000	1.6	-5.1	10.2	15.2	22.9	13.6	27.9
LIC MF Banking & Financial Services Fund Growth	₹19.9725 ↓ -0.04	₹254	5,000	1,000	9.4	1.4	4.4	15	18.5	7.1	0.5
LIC MF Index Fund Nifty Growth	₹133.991 ↑ 0.04	₹316	5,000	1,000	5	-0.7	7.6	12.6	20.5	12.7	8.8
LIC MF Index Fund Sensex Growth	₹149.624 ↑ 0.13	₹84	5,000	1,000	4.8	-0.4	7.6	12.3	19.7	13.3	8.2
LIC MF Equity Hybrid Fund Growth	₹186.876 ↑ 0.45	₹497	5,000	1,000	3.2	-2.2	6.5	12.2	14.6	8.6	17
LIC MF Multi Cap Fund Growth	₹88.8235 ↓ -0.17	₹920	5,000	1,000	-4.3	-11.2	-0.3	11.8	16.1	9.7	18.8
LIC MF Large Cap Fund Growth	₹54.2758 ↑ 0.01	₹1,379	5,000	1,000	4.8	-1.2	8.3	11.5	17.8	10.6	14.2
LIC MF Childrens Fund Growth	₹30.7941 ↓ -0.16	₹15	5,000	1,000	-5.3	-7.1	1.5	10.4	14.5	4.9	18.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 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% 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 (29 Apr 25)	₹44.1457 ↑ 0.06 (0.13 %)
Net Assets (Cr)	₹874 on 31 Mar 25
Category	Equity - Sectoral
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.3
Sharpe Ratio	0.41
Information Ratio	0.35
Alpha Ratio	15.98
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 Mar 20	₹10,000
31 Mar 21	₹16,888
31 Mar 22	₹22,193
31 Mar 23	₹22,783
31 Mar 24	₹36,820
31 Mar 25	₹42,656

LIC MF Infrastructure Fund SIP 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 29 Apr 25

Duration	Returns
1 Month	1.1%
3 Month	-1.1%
6 Month	-10.1%
1 Year	6.2%
3 Year	25.2%
5 Year	31.8%
10 Year
15 Year
Since launch	9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	47.8%
2022	44.4%
2021	7.9%
2020	46.6%
2019	-0.1%
2018	13.3%
2017	-14.6%
2016	42.2%
2015	-2.2%
2014	-6.2%

Fund Manager information for LIC MF Infrastructure Fund

Name	Since	Tenure
Yogesh Patil	18 Sep 20	4.53 Yr.
Mahesh Bendre	1 Jul 24	0.75 Yr.

Data below for LIC MF Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Industrials	54.85%
Basic Materials	10.74%
Consumer Cyclical	8.43%
Utility	8.18%
Financial Services	6.2%
Real Estate	2.35%
Technology	2.22%
Communication Services	2.04%
Energy	0.78%
Health Care	0.63%

Asset Allocation

Asset Class	Value
Cash	3.57%
Equity	96.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Shakti Pumps (India) Ltd (Industrials) Equity, Since 31 Mar 24 \| SHAKTIPUMP	5%	₹40 Cr	408,127 ↓ -48,113
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 31 Aug 23 \| 500655	4%	₹37 Cr	94,287
Tata Power Co Ltd (Utilities) Equity, Since 29 Feb 24 \| 500400	3%	₹27 Cr	724,927
REC Ltd (Financial Services) Equity, Since 31 Jul 23 \| 532955	3%	₹25 Cr	571,332
Afcons Infrastructure Ltd (Industrials) Equity, Since 31 Oct 24 \| AFCONS	3%	₹24 Cr	490,363
Schneider Electric Infrastructure Ltd (Industrials) Equity, Since 31 Dec 23 \| SCHNEIDER	3%	₹22 Cr	332,049
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 May 24 \| 500103	2%	₹21 Cr	983,002
Cummins India Ltd (Industrials) Equity, Since 31 May 21 \| 500480	2%	₹20 Cr	66,848
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 Jan 24 \| 522275	2%	₹20 Cr	126,914 ↑ 5,575
TD Power Systems Ltd (Industrials) Equity, Since 30 Apr 23 \| TDPOWERSYS	2%	₹20 Cr	476,469 ↓ -13

2. 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 (29 Apr 25)	₹147.52 ↓ -0.13 (-0.09 %)
Net Assets (Cr)	₹1,088 on 31 Mar 25
Category	Equity - ELSS
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	2.11
Sharpe Ratio	0.49
Information Ratio	-0.01
Alpha Ratio	7.7
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹15,301
31 Mar 22	₹18,613
31 Mar 23	₹18,084
31 Mar 24	₹23,904
31 Mar 25	₹27,421

LIC MF Tax Plan SIP 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 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 29 Apr 25

Duration	Returns
1 Month	1.1%
3 Month	1.9%
6 Month	-2.4%
1 Year	12%
3 Year	15.2%
5 Year	21.2%
10 Year
15 Year
Since launch	11.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	22.6%
2022	26.3%
2021	-1.6%
2020	26.2%
2019	8.9%
2018	11.9%
2017	-1.1%
2016	37.3%
2015	3.3%
2014	-3%

Fund Manager information for LIC MF Tax Plan

Name	Since	Tenure
Yogesh Patil	1 Jul 24	0.75 Yr.
Dikshit Mittal	31 Jul 23	1.67 Yr.

Data below for LIC MF Tax Plan as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	29.2%
Consumer Cyclical	20.08%
Industrials	17.21%
Consumer Defensive	8.41%
Technology	7.31%
Basic Materials	6.99%
Health Care	4.31%
Energy	1.81%
Communication Services	1.18%

Asset Allocation

Asset Class	Value
Cash	3.5%
Equity	96.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| ICICIBANK	8%	₹92 Cr	680,968
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 14 \| HDFCBANK	8%	₹84 Cr	458,211
Shakti Pumps (India) Ltd (Industrials) Equity, Since 31 Mar 24 \| SHAKTIPUMP	6%	₹68 Cr	690,417 ↓ -53,223
Trent Ltd (Consumer Cyclical) Equity, Since 31 Mar 20 \| 500251	3%	₹37 Cr	69,085
State Bank of India (Financial Services) Equity, Since 31 May 23 \| SBIN	3%	₹36 Cr	460,575
Infosys Ltd (Technology) Equity, Since 31 Oct 14 \| INFY	3%	₹32 Cr	205,257
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Jun 22 \| CHOLAFIN	3%	₹32 Cr	210,855
Blue Star Ltd (Industrials) Equity, Since 31 Oct 22 \| BLUESTARCO	3%	₹28 Cr	131,363
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 21 \| 532215	3%	₹28 Cr	250,779
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jul 23 \| LT	2%	₹24 Cr	68,942

3. 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 13.6% 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 (29 Apr 25)	₹36.5306 ↑ 0.08 (0.22 %)
Net Assets (Cr)	₹2,859 on 31 Mar 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	0.46
Information Ratio	-0.47
Alpha Ratio	7.52
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 Mar 20	₹10,000
31 Mar 21	₹16,030
31 Mar 22	₹20,106
31 Mar 23	₹18,790
31 Mar 24	₹25,929
31 Mar 25	₹29,891

LIC MF Large and Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 29 Apr 25

Duration	Returns
1 Month	1.3%
3 Month	1.6%
6 Month	-5.1%
1 Year	10.2%
3 Year	15.2%
5 Year	22.9%
10 Year
15 Year
Since launch	13.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27.9%
2022	26.7%
2021	-2.3%
2020	33.3%
2019	14.1%
2018	10.9%
2017	-5%
2016	40.1%
2015	13.2%
2014

Fund Manager information for LIC MF Large and Midcap Fund

Name	Since	Tenure
Yogesh Patil	18 Sep 20	4.54 Yr.
Dikshit Mittal	1 Jun 23	1.84 Yr.

Data below for LIC MF Large and Midcap Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	23.88%
Industrials	22.79%
Consumer Cyclical	15.87%
Basic Materials	9.02%
Health Care	6.58%
Technology	5.51%
Energy	3.19%
Consumer Defensive	2.66%
Utility	2.43%
Communication Services	1.82%
Real Estate	1.11%

Asset Allocation

Asset Class	Value
Cash	5.14%
Equity	94.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 18 \| HDFCBANK	5%	₹149 Cr	814,691
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	5%	₹149 Cr	1,104,252
Shakti Pumps (India) Ltd (Industrials) Equity, Since 31 Mar 24 \| SHAKTIPUMP	4%	₹113 Cr	1,149,080 ↓ -113,880
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 23 \| KOTAKBANK	3%	₹77 Cr	355,421
Trent Ltd (Consumer Cyclical) Equity, Since 31 Mar 20 \| 500251	3%	₹76 Cr	143,580 ↓ -8,455
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 30 Sep 23 \| 500655	3%	₹76 Cr	193,087
REC Ltd (Financial Services) Equity, Since 31 Aug 23 \| 532955	2%	₹69 Cr	1,608,375
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| 500493	2%	₹64 Cr	547,005
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 30 Sep 19 \| 500850	2%	₹58 Cr	732,260
Coromandel International Ltd (Basic Materials) Equity, Since 31 Jan 20 \| 506395	2%	₹54 Cr	274,940

4. 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 7.1% 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 (29 Apr 25)	₹19.9725 ↓ -0.04 (-0.20 %)
Net Assets (Cr)	₹254 on 31 Mar 25
Category	Equity - Sectoral
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.3
Sharpe Ratio	-0.06
Information Ratio	-0.35
Alpha Ratio	-15.86
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 Mar 20	₹10,000
31 Mar 21	₹15,843
31 Mar 22	₹17,046
31 Mar 23	₹19,204
31 Mar 24	₹23,122
31 Mar 25	₹24,229

LIC MF Banking & Financial Services Fund SIP 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 29 Apr 25

Duration	Returns
1 Month	6%
3 Month	9.4%
6 Month	1.4%
1 Year	4.4%
3 Year	15%
5 Year	18.5%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	0.5%
2022	20.5%
2021	19.6%
2020	9.8%
2019	-2.1%
2018	19.9%
2017	-18%
2016	32.7%
2015	10.5%
2014

Fund Manager information for LIC MF Banking & Financial Services Fund

Name	Since	Tenure
Jaiprakash Toshniwal	6 Sep 21	3.57 Yr.

Data below for LIC MF Banking & Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	91.35%
Technology	1.65%
Consumer Cyclical	1.51%

Asset Allocation

Asset Class	Value
Cash	5.48%
Equity	94.52%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 15 \| HDFCBANK	21%	₹52 Cr	285,422 ↓ -22,915
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 15 \| ICICIBANK	13%	₹33 Cr	241,886 ↑ 24,792
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 15 \| 532215	7%	₹17 Cr	153,802 ↓ -31,353
State Bank of India (Financial Services) Equity, Since 31 Mar 20 \| SBIN	6%	₹15 Cr	194,490 ↓ -81,017
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 29 Feb 24 \| KOTAKBANK	6%	₹14 Cr	66,275 ↑ 21,245
MAS Financial Services Ltd Ordinary Shares (Financial Services) Equity, Since 31 Mar 22 \| MASFIN	4%	₹10 Cr	392,014 ↑ 25,336
Power Finance Corp Ltd (Financial Services) Equity, Since 30 Sep 23 \| 532810	3%	₹9 Cr	214,360 ↑ 32,046
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Dec 23 \| M&MFIN	3%	₹7 Cr	258,608
CSB Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Aug 22 \| 542867	3%	₹7 Cr	231,741
CreditAccess Grameen Ltd Ordinary Shares (Financial Services) Equity, Since 30 Sep 22 \| CREDITACC	3%	₹6 Cr	67,618

5. 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 (29 Apr 25)	₹133.991 ↑ 0.04 (0.03 %)
Net Assets (Cr)	₹316 on 31 Mar 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.95
Sharpe Ratio	-0.03
Information Ratio	-11.3
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 Mar 20	₹10,000
31 Mar 21	₹16,987
31 Mar 22	₹20,186
31 Mar 23	₹20,119
31 Mar 24	₹25,847
31 Mar 25	₹27,264

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 29 Apr 25

Duration	Returns
1 Month	3.4%
3 Month	5%
6 Month	-0.7%
1 Year	7.6%
3 Year	12.6%
5 Year	20.5%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	8.8%
2022	19.8%
2021	4.7%
2020	23.8%
2019	14.7%
2018	12.6%
2017	2.6%
2016	28.6%
2015	2.7%
2014	-4.1%

Fund Manager information for LIC MF Index Fund Nifty

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	1.5 Yr.

Data below for LIC MF Index Fund Nifty as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	0.14%
Equity	99.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	13%	₹41 Cr	226,004 ↓ -697
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	9%	₹28 Cr	209,702 ↓ -483
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	8%	₹26 Cr	201,402 ↓ -968
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	5%	₹17 Cr	106,805 ↓ -378
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	4%	₹14 Cr	79,610 ↓ -253
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹12 Cr	34,933 ↓ -170
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	4%	₹11 Cr	276,759 ↓ -640
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	3%	₹11 Cr	30,215 ↓ -285
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	3%	₹9 Cr	43,559 ↓ -182
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹9 Cr	84,778 ↓ -76

6. LIC MF Index Fund Sensex

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 13.3% 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 (29 Apr 25)	₹149.624 ↑ 0.13 (0.08 %)
Net Assets (Cr)	₹84 on 31 Mar 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	-0.07
Information Ratio	-9.58
Alpha Ratio	-1.2
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 Mar 20	₹10,000
31 Mar 21	₹16,719
31 Mar 22	₹19,759
31 Mar 23	₹19,957
31 Mar 24	₹24,979
31 Mar 25	₹26,262

LIC MF Index Fund Sensex SIP 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 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 29 Apr 25

Duration	Returns
1 Month	3.6%
3 Month	4.8%
6 Month	-0.4%
1 Year	7.6%
3 Year	12.3%
5 Year	19.7%
10 Year
15 Year
Since launch	13.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	8.2%
2022	19%
2021	4.6%
2020	21.9%
2019	15.9%
2018	14.6%
2017	5.6%
2016	27.4%
2015	1.6%
2014	-5.4%

Fund Manager information for LIC MF Index Fund Sensex

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	1.5 Yr.

Data below for LIC MF Index Fund Sensex as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	0.08%
Equity	99.92%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	15%	₹13 Cr	70,989 ↑ 1,364
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	11%	₹9 Cr	66,727 ↑ 1,786
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	10%	₹8 Cr	63,362 ↑ 1,037
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	6%	₹5 Cr	33,445 ↑ 199
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹4 Cr	25,027 ↑ 410
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	5%	₹4 Cr	10,945 ↑ 189
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	4%	₹4 Cr	86,591 ↑ 1,311
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	4%	₹3 Cr	9,501 ↑ 188
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	4%	₹3 Cr	13,769 ↑ 270
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹3 Cr	26,665 ↑ 470

7. 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 8.6% 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 (29 Apr 25)	₹186.876 ↑ 0.45 (0.24 %)
Net Assets (Cr)	₹497 on 31 Mar 25
Category	Hybrid - Hybrid Equity
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.27
Sharpe Ratio	0.1
Information Ratio	-0.26
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹13,744
31 Mar 22	₹15,085
31 Mar 23	₹14,913
31 Mar 24	₹18,938
31 Mar 25	₹20,360

LIC MF Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 29 Apr 25

Duration	Returns
1 Month	2.7%
3 Month	3.2%
6 Month	-2.2%
1 Year	6.5%
3 Year	12.2%
5 Year	14.6%
10 Year
15 Year
Since launch	8.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	17%
2022	19.3%
2021	-2.2%
2020	15.5%
2019	9.6%
2018	13.5%
2017	-4.5%
2016	20.4%
2015	5.5%
2014	-6.8%

Fund Manager information for LIC MF Equity Hybrid Fund

Name	Since	Tenure
Sumit Bhatnagar	1 Jul 24	0.75 Yr.
Karan Doshi	6 Sep 21	3.57 Yr.
Pratik Shroff	26 Sep 23	1.51 Yr.

Data below for LIC MF Equity Hybrid Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	2.09%
Equity	75.03%
Debt	22.88%

Equity Sector Allocation

Sector	Value
Financial Services	17.02%
Industrials	14.79%
Consumer Cyclical	10.87%
Technology	8.76%
Consumer Defensive	6.53%
Health Care	5.89%
Basic Materials	4.23%
Energy	3.06%
Communication Services	2.29%
Utility	1.03%
Real Estate	0.57%

Debt Sector Allocation

Sector	Value
Government	18.52%
Corporate	4.35%
Cash Equivalent	2.09%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 18 \| HDFCBANK	5%	₹27 Cr	147,655 ↓ -18,131
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 12 \| ICICIBANK	5%	₹23 Cr	169,580 ↓ -11,147
Infosys Ltd (Technology) Equity, Since 31 May 18 \| INFY	3%	₹17 Cr	108,978
07.70 Kt Gs 2033 Sovereign Bonds \| -	3%	₹16 Cr	1,500,000
7.18% Govt Stock 2037 Sovereign Bonds \| -	3%	₹16 Cr	1,500,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	3%	₹15 Cr	119,198 ↓ -19,298
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 18 \| TCS	2%	₹12 Cr	32,162 ↑ 4,018
NLc India Limited Debentures \| -	2%	₹11 Cr	100
07.73 Kt Gs 2034 Sovereign Bonds \| -	2%	₹11 Cr	1,000,000
Manorama Industries Ltd (Consumer Defensive) Equity, Since 31 Dec 24 \| 541974	2%	₹10 Cr	98,570 ↑ 340

8. 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 9.7% 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 (29 Apr 25)	₹88.8235 ↓ -0.17 (-0.19 %)
Net Assets (Cr)	₹920 on 31 Mar 25
Category	Equity - Multi Cap
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	-0.16
Information Ratio	-0.66
Alpha Ratio	-4.02
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹14,704
31 Mar 22	₹16,607
31 Mar 23	₹16,372
31 Mar 24	₹21,991
31 Mar 25	₹22,357

LIC MF Multi Cap Fund SIP 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 29 Apr 25

Duration	Returns
1 Month	1.8%
3 Month	-4.3%
6 Month	-11.2%
1 Year	-0.3%
3 Year	11.8%
5 Year	16.1%
10 Year
15 Year
Since launch	9.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	18.8%
2022	28.8%
2021	-2.6%
2020	20.2%
2019	10.4%
2018	13.7%
2017	-7.7%
2016	25.7%
2015	2.2%
2014	-7.7%

Fund Manager information for LIC MF Multi Cap Fund

Name	Since	Tenure
Nikhil Rungta	1 Jul 24	0.75 Yr.
Jaiprakash Toshniwal	31 Jul 23	1.67 Yr.

Data below for LIC MF Multi Cap Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	20.73%
Industrials	19.74%
Consumer Cyclical	15.54%
Consumer Defensive	8.97%
Basic Materials	8.95%
Health Care	7.67%
Utility	5.59%
Technology	5.57%
Communication Services	2.49%
Real Estate	1.63%

Asset Allocation

Asset Class	Value
Cash	3.13%
Equity	96.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 18 \| HDFCBANK	5%	₹44 Cr	240,651
Piramal Pharma Ltd (Healthcare) Equity, Since 30 Sep 23 \| PPLPHARMA	4%	₹34 Cr	1,507,754
JTL Industries Ltd (Basic Materials) Equity, Since 31 Jul 24 \| 534600	3%	₹32 Cr	4,204,798
VA Tech Wabag Ltd (Industrials) Equity, Since 30 Nov 23 \| 533269	3%	₹29 Cr	201,082
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 24 \| KOTAKBANK	3%	₹27 Cr	125,796
Page Industries Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| 532827	3%	₹26 Cr	6,131
Tata Power Co Ltd (Utilities) Equity, Since 31 May 24 \| 500400	3%	₹26 Cr	680,472
Ramkrishna Forgings Ltd (Industrials) Equity, Since 31 Jan 25 \| 532527	2%	₹22 Cr	289,576 ↑ 118,102
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 28 Feb 23 \| HINDUNILVR	2%	₹22 Cr	97,620
Allied Blenders and Distillers Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| ABDL	2%	₹22 Cr	710,057 ↑ 52,070

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 (29 Apr 25)	₹54.2758 ↑ 0.01 (0.01 %)
Net Assets (Cr)	₹1,379 on 31 Mar 25
Category	Equity - Large Cap
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.06
Sharpe Ratio	0.04
Information Ratio	-1.22
Alpha Ratio	0.31
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 Mar 20	₹10,000
31 Mar 21	₹15,005
31 Mar 22	₹17,961
31 Mar 23	₹17,121
31 Mar 24	₹21,698
31 Mar 25	₹23,045

LIC MF Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 29 Apr 25

Duration	Returns
1 Month	4.6%
3 Month	4.8%
6 Month	-1.2%
1 Year	8.3%
3 Year	11.5%
5 Year	17.8%
10 Year
15 Year
Since launch	10.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	14.2%
2022	16.9%
2021	-1.6%
2020	23.8%
2019	13.8%
2018	15%
2017	0.7%
2016	26.8%
2015	2.3%
2014	-2.6%

Fund Manager information for LIC MF Large Cap Fund

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	1.5 Yr.
Nikhil Rungta	1 Jul 24	0.75 Yr.

Data below for LIC MF Large Cap Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	30.68%
Industrials	16.66%
Consumer Defensive	8.35%
Energy	7.82%
Utility	7.18%
Technology	6.51%
Consumer Cyclical	6.23%
Basic Materials	5.44%
Health Care	5.16%
Communication Services	3.63%

Asset Allocation

Asset Class	Value
Cash	2.34%
Equity	97.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	10%	₹133 Cr	724,993
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 18 \| ICICIBANK	7%	₹101 Cr	750,210
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 18 \| RELIANCE	6%	₹88 Cr	689,767 ↓ -21,192
Infosys Ltd (Technology) Equity, Since 31 Dec 09 \| INFY	4%	₹61 Cr	386,384 ↓ -26,045
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 07 \| LT	4%	₹53 Cr	152,864
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	4%	₹51 Cr	655,088
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	4%	₹50 Cr	288,555 ↓ -11,981
Bharat Electronics Ltd (Industrials) Equity, Since 30 Apr 23 \| BEL	3%	₹41 Cr	1,356,640
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 24 \| KOTAKBANK	3%	₹39 Cr	178,598
Tata Power Co Ltd (Utilities) Equity, Since 29 Feb 24 \| 500400	2%	₹34 Cr	902,801

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 4.9% 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 (29 Apr 25)	₹30.7941 ↓ -0.16 (-0.53 %)
Net Assets (Cr)	₹15 on 31 Mar 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	-0.04
Information Ratio	-0.33
Alpha Ratio	-2.29
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 Mar 20	₹10,000
31 Mar 21	₹14,450
31 Mar 22	₹16,138
31 Mar 23	₹15,703
31 Mar 24	₹20,158
31 Mar 25	₹21,019

LIC MF Childrens Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 29 Apr 25

Duration	Returns
1 Month	0.6%
3 Month	-5.3%
6 Month	-7.1%
1 Year	1.5%
3 Year	10.4%
5 Year	14.5%
10 Year
15 Year
Since launch	4.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	18.5%
2022	22.1%
2021	-1%
2020	15.5%
2019	12.4%
2018	13.2%
2017	-8%
2016	14.1%
2015	9.7%
2014	-1.2%

Fund Manager information for LIC MF Childrens Fund

Name	Since	Tenure
Nikhil Rungta	1 Jul 24	0.75 Yr.
Pratik Shroff	26 Sep 23	1.51 Yr.

Data below for LIC MF Childrens Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	1.65%
Equity	87.85%
Debt	10.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.38% Govt Stock 2027 Sovereign Bonds \| -	11%	₹2 Cr	150,000
Quadrant Future Tek Ltd (Industrials) Equity, Since 31 Jan 25 \| QUADFUTURE	6%	₹1 Cr	15,899 ↓ -1,251
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 18 \| ICICIBANK	4%	₹1 Cr	4,550
Enviro Infra Engineers Ltd (Industrials) Equity, Since 30 Nov 24 \| EIEL	4%	₹1 Cr	24,827
JTL Industries Ltd (Basic Materials) Equity, Since 31 Jul 24 \| 534600	4%	₹1 Cr	68,761
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| 500400	3%	₹0 Cr	13,302
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	3%	₹0 Cr	6,236 ↑ 883
International Gemmological Institute (India) Ltd (Basic Materials) Equity, Since 31 Dec 24 \| IGIL	3%	₹0 Cr	11,785 ↑ 2,268
Infosys Ltd (Technology) Equity, Since 31 May 18 \| INFY	3%	₹0 Cr	2,777 ↓ -425
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| KOTAKBANK	3%	₹0 Cr	1,842

తరచుగా అడిగే ప్రశ్నలు

1. LIC మ్యూచువల్ ఫండ్ ప్రస్తుత విలువ ఎంత?

జ: LIC మ్యూచువల్ ఫండ్ వద్ద ప్రస్తుతం రూ.289.57 కోట్ల ఆపరేటివ్ ఫండ్స్ ఉన్నాయి. మీరు LIC మ్యూచువల్ ఫండ్ కింద ఇరవై రెండు వేర్వేరు పథకాలలో పెట్టుబడి పెట్టవచ్చు. మీరు పెట్టుబడి పెట్టాలనుకుంటున్న డబ్బుపై ఆధారపడి, మీరు నిర్దిష్ట పథకాన్ని ఎంచుకోవచ్చు.

2. LIC MFలో నేను పెట్టుబడి పెట్టడానికి ఏ డాక్యుమెంట్లు అవసరం?

జ: LIC మ్యూచువల్ ఫండ్‌లో పెట్టుబడి పెట్టడానికి, మీకు మీ వంటి గుర్తింపు రుజువు అవసరంపాన్ కార్డ్ మరియు చిరునామా రుజువు, మీ ఆధార్ కార్డ్ లేదా పాస్‌పోర్ట్ కాపీ. మీరు కూడా సమర్పించవలసి ఉంటుందిబ్యాంక్ వివరాలు.

3. LIC మ్యూచువల్ ఫండ్స్ KYC కంప్లైంట్ ఉందా?

జ: అవును. అందువల్ల, అన్ని KYC కంప్లైంట్ డాక్యుమెంట్‌లతో పాటు, మీరు సరిగ్గా పూరించిన వాటిని సమర్పించాలిKYC ఫారమ్ LIC మ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టడం ప్రారంభించడానికి.

4. నేను ఆన్‌లైన్‌లో ఎల్‌ఐసి మ్యూచువల్ ఫండ్‌లో పెట్టుబడి పెట్టవచ్చా?

జ: అవును, మీరు చేయవచ్చు - అధికారిక వెబ్‌సైట్‌కి లాగిన్ అవ్వండి మరియు మీరే నమోదు చేసుకోండి. మీరు ఖాతా తెరవడానికి మరియు మీరే నమోదు చేసుకోవడానికి అన్ని KYC సంబంధిత పత్రాలను అప్‌లోడ్ చేయాలి. రిజిస్ట్రేషన్ ప్రక్రియ పూర్తయిన తర్వాత, మీరు పెట్టుబడిని ప్రారంభించవచ్చు.

5. LIC మ్యూచువల్ ఫండ్ టాక్స్ ప్లాన్ అంటే ఏమిటి?

జ: పెట్టుబడిదారులు సంపదను పెంచుకోవడానికి మరియు అదే సమయంలో పన్ను రాయితీలను పొందేందుకు ఈ ప్లాన్ రూపొందించబడిందిసెక్షన్ 80C యొక్కఆదాయ పన్ను చట్టం లేదా 1961. ఇది ఓపెన్-ఎండ్ ఈక్విటీ లింక్డ్పన్ను ఆదా పథకం. ఇది కేవలం 3 సంవత్సరాల అత్యల్ప లాక్-ఇన్ వ్యవధిని కూడా కలిగి ఉంది.

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6. LIC MF లార్జ్ మరియు మిడ్-క్యాప్ ఫండ్స్ పనితీరు ఎలా ఉంది?

జ: LIC MF లార్జ్ మరియు మిడ్ క్యాప్ సెగ్మెంట్ స్థిరమైన రాబడిని చూపింది8.03% గత మూడు సంవత్సరాలలో. వార్షికంగా, ఇది రిటర్న్‌లను డెలివరీ చేసింది12.86%. పెద్ద మరియుమిడ్ క్యాప్ విభాగంలో, LIC MF లార్జ్ మరియు మిడ్ క్యాప్ మ్యూచువల్ ఫండ్ ఇతర మ్యూచువల్ ఫండ్ల కంటే మెరుగైన పనితీరును కనబరిచాయి.

7. నేను LIC మ్యూచువల్ ఫండ్ బ్యాంకింగ్ మరియు PSU డెట్ గురించి తెలుసుకోవాలనుకుంటున్నాను?

జ: ఎల్‌ఐసి మ్యూచువల్ ఫండ్ బ్యాంకింగ్ మరియు పిఎస్‌యు డెట్‌లు మితమైన నష్టాన్ని కలిగి ఉంటాయి, ఎందుకంటే ఇందులో ప్రధానంగా డిబెంచర్లు మరియు మునిసిపల్ ఉంటాయిబాండ్లు. దీనికి నిష్క్రమణ లోడ్ మరియు తక్కువ ఖర్చు నిష్పత్తి కూడా లేదు, ఇది 0.28%. అయితే, LIC మ్యూచువల్ ఫండ్ బ్యాంకింగ్ మరియు PSU రుణాల సగటు మెచ్యూరిటీ వయస్సు మూడు సంవత్సరాలు.

8. LIC మ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టేటప్పుడు నేను ఏమి గుర్తుంచుకోవాలి?

జ: మీరు ఎల్‌ఐసి మ్యూచువల్ ఫండ్స్‌లో ఇన్వెస్ట్ చేసినప్పుడు, మీరు చేయడానికి సిద్ధంగా ఉన్న పెట్టుబడి మొత్తాన్ని మరియు మీరు ఆశించే రాబడిని పరిగణనలోకి తీసుకోవాలి. మీరు మీపై చెల్లించాల్సిన పన్నును కూడా పరిగణనలోకి తీసుకుంటే మంచిదిసంపాదన. మీరు ఈ అంశాలన్నింటినీ పరిశీలించిన తర్వాత, మీరు నిర్దిష్ట LIC మ్యూచువల్ ఫండ్ రకాన్ని ఎంచుకోవచ్చు.

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