ہندوستان کے پریمیئر برانڈ کی ایک ایسوسی ایٹ کمپنی ہونے کے ناطے،ایل آئی سی میوچل فنڈ اثاثہ جات کے انتظام کے شعبے میں تسلیم شدہ کھلاڑیوں میں سے ایک ہے۔ فنڈ ہاؤس وسیع پیش کش کرتا ہے۔رینج میں میوچل فنڈ اسکیموں کامارکیٹ. سرمایہ کار جیسے اختیارات میں سے انتخاب کر سکتے ہیں۔ایکویٹی فنڈز,قرض فنڈ,مائع فنڈز,ہائبرڈ فنڈوغیرہ
مثالی طور پر، آپ کو ایک ایسے فنڈ کا انتخاب کرنا چاہیے جو آپ کے سرمایہ کاری کے اہداف سے متعلق آپ کی ضروریات کے مطابق ہو۔ کافی دیر سے-مدتی منصوبہ, ایکوئٹیز بہترین سوٹ کرتی ہیں، جبکہ مختصر مدت کے لیے آپ ترجیح دے سکتے ہیں۔سرمایہ کاری قرض میںباہمی چندہ. سرمایہ کاری کے بہترین حصوں میں سے ایکایل آئی سی میوچل فنڈ یہ ہے کہ اس کے پاس ایک مضبوط رسک مینجمنٹ ٹیم ہے جو مارکیٹ کے رجحانات کی پیشین گوئی کرتی ہے اور اس کے مطابق آپ کے پورٹ فولیو کو متوازن کرنے میں مدد کرتی ہے۔ سرمایہ کاری کرنے کی منصوبہ بندی کرنے والے سرمایہ کار ذیل میں درج سرفہرست 10 بہترین LIC میوچل فنڈ اسکیموں میں سے ایک فنڈ کا انتخاب کرسکتے ہیں۔
ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ اوسط واپسی، وغیرہ۔
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Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) LIC MF Infrastructure Fund Growth ₹55.6056
↑ 0.02 ₹1,145 5,000 1,000 7.8 9.6 15 25.3 22.3 9.7 -3.7 LIC MF Large and Midcap Fund Growth ₹39.5902
↓ -0.15 ₹3,133 5,000 1,000 7.7 2 3.2 14.8 11.7 12.7 0.2 LIC MF Multi Cap Fund Growth ₹109.074
↑ 0.13 ₹1,075 5,000 1,000 15 9.2 12.2 13.4 10.9 10.1 2 LIC MF Equity Hybrid Fund Growth ₹205.269
↑ 0.65 ₹540 5,000 1,000 7.4 3.8 4.8 11.7 8.7 8.5 5.6 LIC MF Childrens Fund Growth ₹35.1919
↓ -0.06 ₹16 5,000 1,000 11.7 9.4 9.3 10.7 8.7 5.2 -4.9 LIC MF Tax Plan Growth ₹149.597
↓ -0.26 ₹1,030 500 500 7 -1.8 -2.1 10.5 9.5 10.6 0.8 LIC MF Large Cap Fund Growth ₹54.3203
↓ -0.21 ₹1,387 5,000 1,000 5.4 -3.9 -2.6 8.6 7 10.1 6 LIC MF Banking & Financial Services Fund Growth ₹21.6748
↓ -0.02 ₹270 5,000 1,000 5.9 -4.1 3.7 8.1 10.2 7 16.5 LIC MF Index Fund Nifty Growth ₹133.615
↓ -0.74 ₹371 5,000 1,000 2.6 -6.2 -2.9 7.8 7.9 12 10.7 LIC MF Banking and PSU Debt Fund Growth ₹36.9352
↓ -0.02 ₹1,869 5,000 1,000 2.6 2.8 5.2 7 5.8 7 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 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 Childrens Fund LIC MF Tax Plan LIC MF Large Cap Fund LIC MF Banking & Financial Services Fund LIC MF Index Fund Nifty LIC MF Banking and PSU Debt Fund Point 1 Upper mid AUM (₹1,145 Cr). Highest AUM (₹3,133 Cr). Upper mid AUM (₹1,075 Cr). Lower mid AUM (₹540 Cr). Bottom quartile AUM (₹16 Cr). Lower mid AUM (₹1,030 Cr). Upper mid AUM (₹1,387 Cr). Bottom quartile AUM (₹270 Cr). Bottom quartile AUM (₹371 Cr). Top quartile AUM (₹1,869 Cr). Point 2 Established history (18+ yrs). Established history (11+ yrs). Oldest track record among peers (27 yrs). Established history (27+ yrs). Established history (24+ yrs). Established history (27+ yrs). Established history (27+ yrs). Established history (11+ yrs). Established history (23+ yrs). Established history (19+ yrs). Point 3 Not Rated. Not Rated. Top rated. Rating: 2★ (top quartile). Not Rated. Rating: 1★ (upper mid). Rating: 2★ (upper mid). Not Rated. Rating: 1★ (upper mid). Rating: 1★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately Low. Point 5 5Y return: 22.29% (top quartile). 5Y return: 11.74% (top quartile). 5Y return: 10.94% (upper mid). 5Y return: 8.75% (lower mid). 5Y return: 8.71% (lower mid). 5Y return: 9.46% (upper mid). 5Y return: 6.99% (bottom quartile). 5Y return: 10.18% (upper mid). 5Y return: 7.93% (bottom quartile). 1Y return: 5.23% (upper mid). Point 6 3Y return: 25.28% (top quartile). 3Y return: 14.80% (top quartile). 3Y return: 13.37% (upper mid). 3Y return: 11.70% (upper mid). 3Y return: 10.68% (upper mid). 3Y return: 10.46% (lower mid). 3Y return: 8.61% (lower mid). 3Y return: 8.14% (bottom quartile). 3Y return: 7.80% (bottom quartile). 1M return: 0.55% (bottom quartile). Point 7 1Y return: 14.98% (top quartile). 1Y return: 3.22% (lower mid). 1Y return: 12.20% (top quartile). 1Y return: 4.85% (upper mid). 1Y return: 9.26% (upper mid). 1Y return: -2.08% (bottom quartile). 1Y return: -2.63% (bottom quartile). 1Y return: 3.68% (lower mid). 1Y return: -2.92% (bottom quartile). Sharpe: -0.40 (bottom quartile). Point 8 Alpha: 5.37 (top quartile). Alpha: -3.76 (bottom quartile). Alpha: 4.13 (top quartile). 1M return: 3.72% (upper mid). 1M return: 5.70% (top quartile). Alpha: -5.55 (bottom quartile). Alpha: -4.17 (bottom quartile). Alpha: 2.27 (upper mid). 1M return: -0.64% (bottom quartile). Information ratio: 0.00 (top quartile). Point 9 Sharpe: 0.28 (top quartile). Sharpe: -0.16 (upper mid). Sharpe: 0.20 (top quartile). Alpha: -1.14 (lower mid). Alpha: 2.43 (upper mid). Sharpe: -0.36 (lower mid). Sharpe: -0.41 (bottom quartile). Sharpe: -0.01 (upper mid). Alpha: -1.14 (lower mid). Yield to maturity (debt): 7.00% (top quartile). Point 10 Information ratio: 0.56 (top quartile). Information ratio: -0.08 (upper mid). Information ratio: -0.14 (lower mid). Sharpe: -0.20 (lower mid). Sharpe: 0.03 (upper mid). Information ratio: -0.44 (lower mid). Information ratio: -0.97 (bottom quartile). Information ratio: -0.63 (bottom quartile). Sharpe: -0.37 (bottom quartile). Modified duration: 2.49 yrs (bottom quartile). LIC MF Infrastructure Fund
LIC MF Large and Midcap Fund
LIC MF Multi Cap Fund
LIC MF Equity Hybrid Fund
LIC MF Childrens Fund
LIC MF Tax Plan
LIC MF Large Cap Fund
LIC MF Banking & Financial Services Fund
LIC MF Index Fund Nifty
LIC MF Banking and PSU Debt Fund
The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on (Erstwhile LIC MF Midcap Fund) To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of mid-cap companies. However, there can be no assurance that the investment objective of the scheme will be realised. Research Highlights for LIC MF Large and Midcap Fund Below is the key information for LIC MF Large and Midcap Fund Returns up to 1 year are on (Erstwhile LIC MF Equity Fund) The main investment objective of the scheme is to provide capital growth by investing mainly in equities. The investment portfolio of the scheme will be
constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Multi Cap Fund Below is the key information for LIC MF Multi Cap Fund Returns up to 1 year are on (Erstwhile LIC MF Balanced Fund) An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However, there is no assurance that the investment objective of the
Scheme will be realised. Research Highlights for LIC MF Equity Hybrid Fund Below is the key information for LIC MF Equity Hybrid Fund Returns up to 1 year are on 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 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 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 The main investment objective of the fund is to generate returns commensurate with the performance of the index either Nifty / Sensex based on the plans by investing in the respective index stocks subject to tracking errors. Research Highlights for LIC MF Index Fund Nifty Below is the key information for LIC MF Index Fund Nifty Returns up to 1 year are on (Erstwhile LIC MF Income Plus Fund) The investment objective of the Scheme is to generate income by investing in a portfolio of quality short term debt securities. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Banking and PSU Debt Fund Below is the key information for LIC MF Banking and PSU Debt Fund Returns up to 1 year are on 1. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (18 Aug 26) ₹55.6056 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹1,145 on 31 Jul 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio 0.28 Information Ratio 0.56 Alpha Ratio 5.37 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 Jul 21 ₹10,000 31 Jul 22 ₹11,519 31 Jul 23 ₹14,236 31 Jul 24 ₹26,350 31 Jul 25 ₹25,021 31 Jul 26 ₹27,470 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 2.6% 3 Month 7.8% 6 Month 9.6% 1 Year 15% 3 Year 25.3% 5 Year 22.3% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 47.8% 2022 44.4% 2021 7.9% 2020 46.6% 2019 -0.1% 2018 13.3% 2017 -14.6% 2016 42.2% 2015 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Mahesh Bendre 1 Jul 24 2.08 Yr. Data below for LIC MF Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 35.52% Consumer Cyclical 19.57% Basic Materials 12.18% Utility 10.33% Financial Services 9.93% Communication Services 3.66% Real Estate 2.1% Health Care 1.74% Technology 0.93% Asset Allocation
Asset Class Value Cash 4.04% Equity 95.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV4% ₹43 Cr 1,224,915
↑ 242,024 JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Apr 26 | JSWINFRA4% ₹41 Cr 1,266,481
↑ 132,623 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹40 Cr 944,348
↓ -71,585 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT3% ₹40 Cr 96,023
↓ -10,945 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹38 Cr 57,317
↓ -8,008 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004003% ₹33 Cr 861,040 KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL3% ₹32 Cr 367,501
↓ -65,315 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 26 | BDL3% ₹30 Cr 222,408
↓ -20,546 Carraro India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | CARRARO3% ₹30 Cr 565,917
↓ -7,074 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 5325553% ₹30 Cr 834,071
↑ 125,282 2. LIC MF Large and Midcap Fund
LIC MF Large and Midcap Fund
Growth Launch Date 25 Feb 15 NAV (18 Aug 26) ₹39.5902 ↓ -0.15 (-0.39 %) Net Assets (Cr) ₹3,133 on 31 Jul 26 Category Equity - Large & Mid Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 1.85 Sharpe Ratio -0.16 Information Ratio -0.08 Alpha Ratio -3.76 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 Jul 21 ₹10,000 31 Jul 22 ₹10,914 31 Jul 23 ₹12,022 31 Jul 24 ₹18,062 31 Jul 25 ₹17,596 31 Jul 26 ₹17,851 Returns for LIC MF Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 1.6% 3 Month 7.7% 6 Month 2% 1 Year 3.2% 3 Year 14.8% 5 Year 11.7% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.2% 2023 27.9% 2022 26.7% 2021 -2.3% 2020 33.3% 2019 14.1% 2018 10.9% 2017 -5% 2016 40.1% 2015 13.2% Fund Manager information for LIC MF Large and Midcap Fund
Name Since Tenure Sudhanshu Asthana 7 Apr 26 0.32 Yr. Data below for LIC MF Large and Midcap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 27% Financial Services 24.5% Consumer Cyclical 16.23% Health Care 9.7% Technology 5.48% Consumer Defensive 5.2% Communication Services 4.47% Basic Materials 3.69% Real Estate 2.26% Asset Allocation
Asset Class Value Cash 1.46% Equity 98.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 26 | 5406114% ₹126 Cr 1,214,500
↑ 148,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 26 | INDIGO4% ₹109 Cr 202,115 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 5322153% ₹105 Cr 778,610 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 29 Feb 24 | SCHNEIDER3% ₹103 Cr 758,051
↑ 65,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | SCHAEFFLER3% ₹103 Cr 245,209 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5004933% ₹101 Cr 469,866 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 26 | 5000933% ₹99 Cr 1,037,500
↑ 162,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 26 | 5000343% ₹98 Cr 975,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 25 | APOLLOHOSP3% ₹95 Cr 109,314 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 25 | LT3% ₹94 Cr 226,897 3. LIC MF Multi Cap Fund
LIC MF Multi Cap Fund
Growth Launch Date 15 Feb 99 NAV (18 Aug 26) ₹109.074 ↑ 0.13 (0.12 %) Net Assets (Cr) ₹1,075 on 31 Jul 26 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0.2 Information Ratio -0.14 Alpha Ratio 4.13 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 Jul 21 ₹10,000 31 Jul 22 ₹10,213 31 Jul 23 ₹12,067 31 Jul 24 ₹16,523 31 Jul 25 ₹15,509 31 Jul 26 ₹16,721 Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 5.3% 3 Month 15% 6 Month 9.2% 1 Year 12.2% 3 Year 13.4% 5 Year 10.9% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 2% 2023 18.8% 2022 28.8% 2021 -2.6% 2020 20.2% 2019 10.4% 2018 13.7% 2017 -7.7% 2016 25.7% 2015 2.2% Fund Manager information for LIC MF Multi Cap Fund
Name Since Tenure Sudhanshu Asthana 7 Apr 26 0.32 Yr. Nikhil Kapoor 1 Jul 26 0.08 Yr. Data below for LIC MF Multi Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 26.49% Industrials 16.31% Consumer Cyclical 15.23% Health Care 11.06% Technology 9.98% Basic Materials 9.91% Consumer Defensive 3.66% Communication Services 2.74% Real Estate 2.41% Asset Allocation
Asset Class Value Cash 2.22% Equity 97.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 26 | ICICIBANK5% ₹50 Cr 364,330
↓ -140,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | 5322154% ₹42 Cr 312,457 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 May 26 | SOLARINDS4% ₹39 Cr 21,000
↑ 3,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Jun 25 | INDIGO3% ₹35 Cr 65,075 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 25 | LT3% ₹35 Cr 83,902 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 25 | APOLLOHOSP3% ₹34 Cr 39,563 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 24 | NAVINFLUOR3% ₹34 Cr 43,995 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 26 | INDUSINDBK3% ₹32 Cr 343,500
↑ 181,000 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Oct 24 | TORNTPHARM3% ₹31 Cr 67,225 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Apr 26 | MOTHERSON3% ₹30 Cr 2,047,500
↑ 340,000 4. LIC MF Equity Hybrid Fund
LIC MF Equity Hybrid Fund
Growth Launch Date 3 Feb 99 NAV (18 Aug 26) ₹205.269 ↑ 0.65 (0.32 %) Net Assets (Cr) ₹540 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.28 Sharpe Ratio -0.2 Information Ratio -0.01 Alpha Ratio -1.14 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 Jul 21 ₹10,000 31 Jul 22 ₹10,190 31 Jul 23 ₹11,397 31 Jul 24 ₹14,701 31 Jul 25 ₹14,943 31 Jul 26 ₹15,190 Returns for LIC MF Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 3.7% 3 Month 7.4% 6 Month 3.8% 1 Year 4.8% 3 Year 11.7% 5 Year 8.7% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.6% 2023 17% 2022 19.3% 2021 -2.2% 2020 15.5% 2019 9.6% 2018 13.5% 2017 -4.5% 2016 20.4% 2015 5.5% Fund Manager information for LIC MF Equity Hybrid Fund
Name Since Tenure Pratik Shroff 26 Sep 23 2.85 Yr. Manoj Bajpai 1 Jul 26 0.08 Yr. Data below for LIC MF Equity Hybrid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 5.87% Equity 68.58% Debt 25.54% Equity Sector Allocation
Sector Value Financial Services 19.09% Consumer Cyclical 12.67% Health Care 8.4% Technology 6.77% Industrials 6.49% Basic Materials 5.66% Consumer Defensive 4.29% Communication Services 3.38% Energy 1.83% Debt Sector Allocation
Sector Value Government 20.61% Corporate 7.94% Cash Equivalent 2.86% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK5% ₹25 Cr 310,470 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | ICICIBANK4% ₹24 Cr 172,801 National Bank For Agriculture And Rural Development
Debentures | -3% ₹16 Cr 1,500
↑ 1,500 7.74% Karnataka Sgs 2036
Sovereign Bonds | -3% ₹16 Cr 1,500,000
↑ 1,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322153% ₹13 Cr 99,474 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 26 | 5000342% ₹11 Cr 113,121
↑ 59,293 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 25 | APOLLOHOSP2% ₹11 Cr 12,701 7.34% Govt Stock 2064
Sovereign Bonds | -2% ₹11 Cr 1,098,400 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 20 | BHARTIARTL2% ₹11 Cr 57,420 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS2% ₹10 Cr 51,153 5. LIC MF Childrens Fund
LIC MF Childrens Fund
Growth Launch Date 21 Nov 01 NAV (18 Aug 26) ₹35.1919 ↓ -0.06 (-0.17 %) Net Assets (Cr) ₹16 on 31 Jul 26 Category Solutions - Childrens Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.03 Information Ratio -0.13 Alpha Ratio 2.43 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 Jul 21 ₹10,000 31 Jul 22 ₹10,394 31 Jul 23 ₹11,709 31 Jul 24 ₹15,142 31 Jul 25 ₹14,489 31 Jul 26 ₹15,205 Returns for LIC MF Childrens Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 5.7% 3 Month 11.7% 6 Month 9.4% 1 Year 9.3% 3 Year 10.7% 5 Year 8.7% 10 Year 15 Year Since launch 5.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.9% 2023 18.5% 2022 22.1% 2021 -1% 2020 15.5% 2019 12.4% 2018 13.2% 2017 -8% 2016 14.1% 2015 9.7% Fund Manager information for LIC MF Childrens Fund
Name Since Tenure Pratik Shroff 26 Sep 23 2.85 Yr. Siddharth Panjwani 1 Jul 26 0.08 Yr. Data below for LIC MF Childrens Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 7% Equity 83.19% Debt 9.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -10% ₹2 Cr 150,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322154% ₹1 Cr 4,219 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK3% ₹0 Cr 6,043 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT3% ₹0 Cr 1,019 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN2% ₹0 Cr 3,746 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK2% ₹0 Cr 2,784 Neuland Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 25 | 5245582% ₹0 Cr 189 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK2% ₹0 Cr 8,891 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Aug 25 | ONESOURCE2% ₹0 Cr 2,005 Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ARVINDFASN2% ₹0 Cr 6,954 6. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (18 Aug 26) ₹149.597 ↓ -0.26 (-0.17 %) Net Assets (Cr) ₹1,030 on 31 Jul 26 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.36 Information Ratio -0.44 Alpha Ratio -5.55 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,648 31 Jul 23 ₹12,270 31 Jul 24 ₹16,801 31 Jul 25 ₹16,796 31 Jul 26 ₹16,428 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 0.9% 3 Month 7% 6 Month -1.8% 1 Year -2.1% 3 Year 10.5% 5 Year 9.5% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.8% 2023 22.6% 2022 26.3% 2021 -1.6% 2020 26.2% 2019 8.9% 2018 11.9% 2017 -1.1% 2016 37.3% 2015 3.3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0.32 Yr. Nikhil Kapoor 1 Jul 26 0.08 Yr. Data below for LIC MF Tax Plan as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 30.31% Consumer Cyclical 23.82% Industrials 11.4% Health Care 8.92% Consumer Defensive 6.04% Basic Materials 4.73% Technology 3.5% Communication Services 2.68% Energy 1.97% Asset Allocation
Asset Class Value Cash 6.61% Equity 93.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹83 Cr 604,329 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK7% ₹73 Cr 916,422 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322155% ₹46 Cr 342,519 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN4% ₹38 Cr 210,855 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹33 Cr 320,605 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT3% ₹29 Cr 68,942 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT2% ₹24 Cr 33,738 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Sep 23 | KIRLOSENG2% ₹22 Cr 91,676
↓ -26,905 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 5002512% ₹22 Cr 65,530 Blue Star Ltd (Industrials)
Equity, Since 31 Oct 22 | BLUESTARCO2% ₹21 Cr 131,363 7. LIC MF Large Cap Fund
LIC MF Large Cap Fund
Growth Launch Date 3 Feb 99 NAV (18 Aug 26) ₹54.3203 ↓ -0.21 (-0.38 %) Net Assets (Cr) ₹1,387 on 31 Jul 26 Category Equity - Large Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio -0.41 Information Ratio -0.97 Alpha Ratio -4.17 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 Jul 21 ₹10,000 31 Jul 22 ₹10,558 31 Jul 23 ₹11,670 31 Jul 24 ₹15,298 31 Jul 25 ₹14,973 31 Jul 26 ₹14,585 Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 1.9% 3 Month 5.4% 6 Month -3.9% 1 Year -2.6% 3 Year 8.6% 5 Year 7% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 6% 2023 14.2% 2022 16.9% 2021 -1.6% 2020 23.8% 2019 13.8% 2018 15% 2017 0.7% 2016 26.8% 2015 2.3% Fund Manager information for LIC MF Large Cap Fund
Name Since Tenure Sumit Bhatnagar 3 Oct 23 2.83 Yr. Data below for LIC MF Large Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 35.52% Consumer Cyclical 15.66% Industrials 15% Basic Materials 7.9% Consumer Defensive 6.55% Health Care 5.18% Communication Services 4.47% Technology 2.62% Energy 1.95% Utility 1.48% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK9% ₹127 Cr 925,371 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK8% ₹111 Cr 1,390,404 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT6% ₹78 Cr 187,361 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹61 Cr 328,770 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322154% ₹56 Cr 413,116
↑ 40,128 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹54 Cr 526,317
↑ 32,984 InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 26 | INDIGO4% ₹48 Cr 89,177 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV3% ₹37 Cr 1,047,003
↑ 95,400 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | ETERNAL3% ₹35 Cr 1,341,124
↑ 290,533 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 21 | SBILIFE3% ₹35 Cr 200,436 8. LIC MF Banking & Financial Services Fund
LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (18 Aug 26) ₹21.6748 ↓ -0.02 (-0.11 %) Net Assets (Cr) ₹270 on 31 Jul 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.27 Sharpe Ratio -0.01 Information Ratio -0.63 Alpha Ratio 2.27 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 Jul 21 ₹10,000 31 Jul 22 ₹10,701 31 Jul 23 ₹13,522 31 Jul 24 ₹15,223 31 Jul 25 ₹15,994 31 Jul 26 ₹16,554 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month -1.1% 3 Month 5.9% 6 Month -4.1% 1 Year 3.7% 3 Year 8.1% 5 Year 10.2% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.5% 2023 0.5% 2022 20.5% 2021 19.6% 2020 9.8% 2019 -2.1% 2018 19.9% 2017 -18% 2016 32.7% 2015 10.5% Fund Manager information for LIC MF Banking & Financial Services Fund
Name Since Tenure Sudhanshu Asthana 7 Apr 26 0.32 Yr. Data below for LIC MF Banking & Financial Services Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 91.89% Technology 2.67% Asset Allocation
Asset Class Value Cash 5.44% Equity 94.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK13% ₹36 Cr 263,994 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 53221510% ₹26 Cr 195,239
↓ -9,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK9% ₹24 Cr 296,386
↓ -68,500 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5406115% ₹15 Cr 141,904 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5000345% ₹12 Cr 123,264 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 26 | INDUSINDBK3% ₹9 Cr 101,500
↑ 44,000 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | NAM-INDIA3% ₹9 Cr 78,642 PB Fintech Ltd (Financial Services)
Equity, Since 30 Sep 25 | POLICYBZR3% ₹8 Cr 50,070
↑ 16,000 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 22 | CREDITACC3% ₹8 Cr 54,394 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5900033% ₹8 Cr 268,681 9. LIC MF Index Fund Nifty
LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (18 Aug 26) ₹133.615 ↓ -0.74 (-0.55 %) Net Assets (Cr) ₹371 on 31 Jul 26 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio -0.37 Information Ratio -16.67 Alpha Ratio -1.14 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 Jul 21 ₹10,000 31 Jul 22 ₹10,901 31 Jul 23 ₹12,546 31 Jul 24 ₹15,846 31 Jul 25 ₹15,766 31 Jul 26 ₹15,525 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month -0.6% 3 Month 2.6% 6 Month -6.2% 1 Year -2.9% 3 Year 7.8% 5 Year 7.9% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.7% 2023 8.8% 2022 19.8% 2021 4.7% 2020 23.8% 2019 14.7% 2018 12.6% 2017 2.6% 2016 28.6% 2015 2.7% Fund Manager information for LIC MF Index Fund Nifty
Name Since Tenure Nikhil Kapoor 7 Apr 26 0.32 Yr. Sasikant Aravamuthan 1 Jul 26 0.08 Yr. Data below for LIC MF Index Fund Nifty as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 0.34% Equity 99.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK11% ₹40 Cr 505,697
↑ 4,459 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK9% ₹32 Cr 236,245
↑ 2,062 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE8% ₹29 Cr 222,515
↑ 1,097 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹19 Cr 100,547
↓ -75 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹16 Cr 38,646
↑ 113 State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN4% ₹14 Cr 136,345
↑ 365 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322154% ₹13 Cr 94,527
↑ 300 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY3% ₹12 Cr 115,170
↑ 379 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK3% ₹9 Cr 241,898
↑ 1,458 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC3% ₹9 Cr 316,657
↑ 1,865 10. LIC MF Banking and PSU Debt Fund
LIC MF Banking and PSU Debt Fund
Growth Launch Date 28 May 07 NAV (18 Aug 26) ₹36.9352 ↓ -0.02 (-0.04 %) Net Assets (Cr) ₹1,869 on 31 Jul 26 Category Debt - Banking & PSU Debt AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately Low Expense Ratio 0.73 Sharpe Ratio -0.4 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7% Effective Maturity 3 Years 11 Months 16 Days Modified Duration 2 Years 5 Months 26 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,235 31 Jul 23 ₹10,841 31 Jul 24 ₹11,605 31 Jul 25 ₹12,638 31 Jul 26 ₹13,238 Returns for LIC MF Banking and PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 26 Duration Returns 1 Month 0.6% 3 Month 2.6% 6 Month 2.8% 1 Year 5.2% 3 Year 7% 5 Year 5.8% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 7.8% 2022 6.5% 2021 3.1% 2020 2.6% 2019 8.6% 2018 9.9% 2017 7.2% 2016 6.1% 2015 8.1% Fund Manager information for LIC MF Banking and PSU Debt Fund
Name Since Tenure Rahul Singh 1 Oct 25 0.83 Yr. Pratik Shroff 26 Sep 23 2.85 Yr. Data below for LIC MF Banking and PSU Debt Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 22.06% Debt 77.65% Other 0.29% Debt Sector Allocation
Sector Value Corporate 56.35% Government 37.65% Cash Equivalent 5.71% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Highways Authority Of India
Debentures | -6% ₹107 Cr 1,000 Small Industries Development Bank Of India
Debentures | -5% ₹85 Cr 8,000 7.71% Govt Stock 2066
Sovereign Bonds | -3% ₹64 Cr 6,103,400
↑ 3,603,400 Nuclear Power Corporation Of India Limited
Debentures | -3% ₹62 Cr 600 NLc India Limited
Debentures | -3% ₹62 Cr 600 National Bank For Agriculture And Rural Development
Debentures | -3% ₹53 Cr 5,000 Small Industries Development Bank Of India
Debentures | -3% ₹53 Cr 5,000 Jio Credit Limited
Debentures | -3% ₹52 Cr 5,000 Jamnagar Utilities & Power Private Limited
Debentures | -3% ₹52 Cr 5,000 Indian Railway Finance Corporation Limited
Debentures | -3% ₹51 Cr 5,000
A: LIC میوچل فنڈ کے پاس فی الحال 289.57 کروڑ روپے کے آپریٹو فنڈز ہیں۔ آپ LIC میوچل فنڈ کے تحت بائیس مختلف اسکیموں میں سرمایہ کاری کر سکتے ہیں۔ آپ جس رقم کی سرمایہ کاری کرنا چاہتے ہیں اس پر منحصر ہے، آپ ایک خاص اسکیم منتخب کرسکتے ہیں۔
A: LIC میوچل فنڈ میں سرمایہ کاری کرنے کے لیے، آپ کو شناختی ثبوت کی ضرورت ہوگی جیسے کہ آپپین کارڈ اور ایڈریس پروف، آپ کے آدھار کارڈ یا پاسپورٹ کی ایک کاپی۔ آپ کو اپنا بھی جمع کروانا ہوگا۔بینک تفصیلات
A: جی ہاں. لہذا، تمام KYC کے مطابق دستاویزات کے ساتھ، آپ کو صحیح طریقے سے بھرے ہوئے دستاویزات جمع کروانے ہوں گے۔KYC فارم LIC میوچل فنڈز میں سرمایہ کاری شروع کرنے کے لیے۔
A: جی ہاں، آپ کر سکتے ہیں - آفیشل ویب سائٹ پر لاگ ان کریں اور خود کو رجسٹر کریں۔ اکاؤنٹ کھولنے اور اپنے آپ کو رجسٹر کرنے کے لیے آپ کو KYC سے متعلق تمام دستاویزات اپ لوڈ کرنے ہوں گے۔ رجسٹریشن کا عمل مکمل ہونے کے بعد، آپ سرمایہ کاری شروع کر سکتے ہیں۔
A: یہ منصوبہ سرمایہ کاروں کو دولت بڑھانے میں مدد دینے کے لیے ڈیزائن کیا گیا ہے اور ساتھ ہی اس کے تحت ٹیکس چھوٹ سے بھی لطف اندوز ہو سکتے ہیں۔سیکشن 80 سی کےانکم ٹیکس ایکٹ یا 1961۔ یہ ایک اوپن اینڈ ایکویٹی سے منسلک ہے۔ٹیکس بچانے کی اسکیم. اس میں صرف 3 سال کی سب سے کم لاک ان مدت بھی ہے۔
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A: LIC MF لارج اور مڈ کیپ طبقہ نے مسلسل منافع دکھایا ہے۔8.03% گزشتہ تین سالوں میں. سالانہ، اس نے کی واپسی کی ہے12.86%. بڑے میں اوردرمیانی ٹوپی سیکشن، LIC MF Large اور Mid Cap Mutual Fund نے دیگر میوچل فنڈز سے بہتر کارکردگی کا مظاہرہ کیا ہے۔
A: LIC میوچل فنڈ بینکنگ اور PSU قرض میں اعتدال پسند خطرہ ہوتا ہے کیونکہ یہ بنیادی طور پر ڈیبینچرز اور میونسپلٹی پر مشتمل ہوتا ہے۔بانڈز. اس میں کوئی ایگزٹ بوجھ اور کم اخراجات کا تناسب بھی نہیں ہے، جو کہ 0.28% ہے۔ تاہم، LIC میوچل فنڈ بینکنگ اور PSU قرض کے لیے اوسط پختگی کی عمر تین سال ہے۔
A: جب آپ LIC Mutual Funds میں سرمایہ کاری کرتے ہیں، تو آپ کو اس سرمایہ کاری کی مقدار پر غور کرنا چاہیے جو آپ کرنے کے لیے تیار ہیں اور آپ جس منافع کی توقع کرتے ہیں۔ بہتر ہو گا اگر آپ اس ٹیکس پر بھی غور کریں جو آپ کو اپنے پر ادا کرنا ہے۔کمائی. ایک بار جب آپ ان تمام پہلوؤں پر غور کر لیتے ہیں، تو آپ ایک مخصوص LIC میوچل فنڈ کی قسم منتخب کر سکتے ہیں۔
Research Highlights for LIC MF Infrastructure Fund