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 ₹47.9945
↓ -0.80 ₹1,053 5,000 1,000 11.4 8.1 -4.7 27.6 31.2 9.4 47.8 LIC MF Large and Midcap Fund Growth ₹37.5897
↓ -0.45 ₹3,169 5,000 1,000 4.5 3.8 -1.8 15.4 20.4 13.5 27.9 LIC MF Tax Plan Growth ₹149.204
↓ -1.78 ₹1,143 500 500 2.1 1.6 0.7 14.6 18.7 11.1 22.6 LIC MF Multi Cap Fund Growth ₹94.9619
↓ -1.17 ₹1,021 5,000 1,000 9 0.8 -5.1 13.2 15.5 9.9 18.8 LIC MF Banking & Financial Services Fund Growth ₹20.5012
↓ -0.20 ₹282 5,000 1,000 4.1 9.9 6.5 12.8 18.2 7.2 0.5 LIC MF Equity Hybrid Fund Growth ₹192.095
↓ -2.15 ₹545 5,000 1,000 3.8 4.7 1.7 12.2 13.4 8.6 17 LIC MF Index Fund Nifty Growth ₹134.695
↓ -1.27 ₹342 5,000 1,000 0.8 3.7 1.2 11.7 16.8 12.6 8.8 LIC MF Large Cap Fund Growth ₹54.4816
↓ -0.58 ₹1,505 5,000 1,000 1.8 3.7 -0.9 10.9 15.2 10.5 14.2 LIC MF Index Fund Sensex Growth ₹149.448
↓ -1.43 ₹92 5,000 1,000 -0.2 2.8 1.3 10.9 16.1 13.1 8.2 LIC MF Childrens Fund Growth ₹31.6172
↓ -0.33 ₹16 5,000 1,000 5.5 -5.5 -4.1 10.2 12.7 4.9 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 10 Funds showcased
Commentary LIC MF Infrastructure Fund LIC MF Large and Midcap Fund LIC MF Tax Plan LIC MF Multi Cap Fund LIC MF Banking & Financial Services Fund LIC MF Equity Hybrid Fund LIC MF Index Fund Nifty LIC MF Large Cap Fund LIC MF Index Fund Sensex LIC MF Childrens Fund Point 1 Upper mid AUM (₹1,053 Cr). Highest AUM (₹3,169 Cr). Upper mid AUM (₹1,143 Cr). Upper mid AUM (₹1,021 Cr). Bottom quartile AUM (₹282 Cr). Lower mid AUM (₹545 Cr). Lower mid AUM (₹342 Cr). Top quartile AUM (₹1,505 Cr). Bottom quartile AUM (₹92 Cr). Bottom quartile AUM (₹16 Cr). Point 2 Established history (17+ yrs). Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (26+ yrs). Established history (10+ yrs). Established history (26+ yrs). Established history (22+ yrs). Established history (26+ yrs). Established history (22+ yrs). Established history (23+ yrs). Point 3 Not Rated. Not Rated. Rating: 1★ (upper mid). Top rated. Not Rated. Rating: 2★ (top quartile). Rating: 1★ (upper mid). Rating: 2★ (upper mid). Rating: 1★ (lower mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 31.22% (top quartile). 5Y return: 20.38% (top quartile). 5Y return: 18.70% (upper mid). 5Y return: 15.51% (lower mid). 5Y return: 18.23% (upper mid). 5Y return: 13.40% (bottom quartile). 5Y return: 16.81% (upper mid). 5Y return: 15.21% (bottom quartile). 5Y return: 16.08% (lower mid). 5Y return: 12.73% (bottom quartile). Point 6 3Y return: 27.63% (top quartile). 3Y return: 15.43% (top quartile). 3Y return: 14.56% (upper mid). 3Y return: 13.23% (upper mid). 3Y return: 12.85% (upper mid). 3Y return: 12.22% (lower mid). 3Y return: 11.67% (lower mid). 3Y return: 10.89% (bottom quartile). 3Y return: 10.89% (bottom quartile). 3Y return: 10.17% (bottom quartile). Point 7 1Y return: -4.70% (bottom quartile). 1Y return: -1.77% (lower mid). 1Y return: 0.75% (upper mid). 1Y return: -5.12% (bottom quartile). 1Y return: 6.52% (top quartile). 1Y return: 1.74% (top quartile). 1Y return: 1.21% (upper mid). 1Y return: -0.94% (lower mid). 1Y return: 1.30% (upper mid). 1Y return: -4.10% (bottom quartile). Point 8 Alpha: 0.77 (top quartile). Alpha: -0.90 (upper mid). Alpha: -0.32 (upper mid). Alpha: -7.02 (bottom quartile). Alpha: -11.60 (bottom quartile). 1M return: -3.41% (upper mid). 1M return: -4.43% (lower mid). Alpha: -0.32 (upper mid). 1M return: -4.58% (bottom quartile). 1M return: -3.41% (upper mid). Point 9 Sharpe: -0.02 (lower mid). Sharpe: -0.01 (upper mid). Sharpe: -0.01 (upper mid). Sharpe: -0.36 (bottom quartile). Sharpe: -0.03 (bottom quartile). Alpha: -0.28 (top quartile). Alpha: -1.09 (lower mid). Sharpe: -0.02 (lower mid). Alpha: -1.15 (lower mid). Alpha: -6.49 (bottom quartile). Point 10 Information ratio: 0.45 (top quartile). Information ratio: -0.58 (lower mid). Information ratio: -0.20 (upper mid). Information ratio: -0.70 (lower mid). Information ratio: -0.26 (upper mid). Sharpe: 0.05 (top quartile). Sharpe: 0.04 (top quartile). Information ratio: -0.88 (bottom quartile). Sharpe: -0.01 (upper mid). Sharpe: -0.29 (bottom quartile). LIC MF Infrastructure Fund
LIC MF Large and Midcap Fund
LIC MF Tax Plan
LIC MF Multi Cap Fund
LIC MF Banking & Financial Services Fund
LIC MF Equity Hybrid Fund
LIC MF Index Fund Nifty
LIC MF Large Cap Fund
LIC MF Index Fund Sensex
LIC MF Childrens 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 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 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 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 (Erstwhile LIC MF Balanced Fund) An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However, there is no assurance that the investment objective of the
Scheme will be realised. Research Highlights for LIC MF Equity Hybrid Fund Below is the key information for LIC MF Equity Hybrid Fund Returns up to 1 year are on The 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 Growth Fund) An open ended pure Growth scheme seeking to provide capital growth by investing mainly in equity instruments and also in debt and other permitted instruments of capital and money markets. The investment portfolio of the scheme will be constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme
will be realised. Research Highlights for LIC MF Large Cap Fund Below is the key information for LIC MF Large Cap Fund Returns up to 1 year are on The main investment objective of the fund is to generate returns commensurate with the performance of the index either Nifty / Sensex based on the plans by investing in the respective index stocks subject to tracking errors. Research Highlights for LIC MF Index Fund Sensex Below is the key information for LIC MF Index Fund Sensex Returns up to 1 year are on An open ended scheme which seeks to generate long term capital growth through a judicious mix of investment in quality debt securities and equities with relatively low risk levels through research based investments. Research Highlights for LIC MF Childrens Fund Below is the key information for LIC MF Childrens Fund Returns up to 1 year are on 1. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (08 Aug 25) ₹47.9945 ↓ -0.80 (-1.65 %) Net Assets (Cr) ₹1,053 on 30 Jun 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio -0.02 Information Ratio 0.45 Alpha Ratio 0.77 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,221 31 Jul 22 ₹18,685 31 Jul 23 ₹23,092 31 Jul 24 ₹42,743 31 Jul 25 ₹40,588 Returns for LIC MF Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -4.7% 3 Month 11.4% 6 Month 8.1% 1 Year -4.7% 3 Year 27.6% 5 Year 31.2% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% 2015 -6.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Yogesh Patil 18 Sep 20 4.87 Yr. Mahesh Bendre 1 Jul 24 1.08 Yr. Data below for LIC MF Infrastructure Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 48.17% Basic Materials 9.22% Financial Services 6.64% Utility 6.09% Consumer Cyclical 5.19% Technology 4.23% Real Estate 3.53% Health Care 3.22% Communication Services 2.53% Energy 0.91% Asset Allocation
Asset Class Value Cash 9.35% Equity 89.72% Debt 0.93% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹45 Cr 475,992
↑ 23,420 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006554% ₹40 Cr 94,287 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹38 Cr 103,491
↑ 47,984 LIC MF Money Market Dir Gr
Investment Fund | -3% ₹35 Cr 290,520
↑ 290,520 Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS3% ₹34 Cr 769,765
↑ 145,330 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004003% ₹29 Cr 724,927 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP3% ₹29 Cr 39,867
↑ 39,867 Avalon Technologies Ltd (Technology)
Equity, Since 31 Jul 23 | AVALON3% ₹27 Cr 317,486
↑ 179,935 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | 5341393% ₹27 Cr 319,302
↑ 13,378 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329552% ₹25 Cr 621,524
↑ 50,192 2. LIC MF Large and Midcap Fund
LIC MF Large and Midcap Fund
Growth Launch Date 25 Feb 15 NAV (08 Aug 25) ₹37.5897 ↓ -0.45 (-1.18 %) Net Assets (Cr) ₹3,169 on 30 Jun 25 Category Equity - Large & Mid Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 1.92 Sharpe Ratio -0.01 Information Ratio -0.58 Alpha Ratio -0.9 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,153 31 Jul 22 ₹16,538 31 Jul 23 ₹18,217 31 Jul 24 ₹27,370 31 Jul 25 ₹26,663 Returns for LIC MF Large and Midcap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -3.9% 3 Month 4.5% 6 Month 3.8% 1 Year -1.8% 3 Year 15.4% 5 Year 20.4% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.9% 2023 26.7% 2022 -2.3% 2021 33.3% 2020 14.1% 2019 10.9% 2018 -5% 2017 40.1% 2016 13.2% 2015 Fund Manager information for LIC MF Large and Midcap Fund
Name Since Tenure Yogesh Patil 18 Sep 20 4.87 Yr. Dikshit Mittal 1 Jun 23 2.17 Yr. Data below for LIC MF Large and Midcap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 25.51% Industrials 22.74% Consumer Cyclical 14.29% Basic Materials 8.1% Health Care 7.17% Technology 6% Consumer Defensive 4.76% Utility 2.59% Communication Services 2.24% Energy 2.01% Real Estate 1.43% Asset Allocation
Asset Class Value Cash 2.88% Equity 96.85% Debt 0.26% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | HDFCBANK5% ₹163 Cr 814,691 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5321745% ₹157 Cr 1,082,678
↓ -21,574 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹109 Cr 1,149,080 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5006553% ₹81 Cr 193,087 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK2% ₹77 Cr 355,421 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS2% ₹71 Cr 205,366 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 5002512% ₹68 Cr 109,808 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329552% ₹65 Cr 1,608,375 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 23 | BEL2% ₹65 Cr 1,535,155
↓ -80,698 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 20 | RELIANCE2% ₹64 Cr 424,022 3. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (08 Aug 25) ₹149.204 ↓ -1.78 (-1.18 %) Net Assets (Cr) ₹1,143 on 30 Jun 25 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.01 Information Ratio -0.2 Alpha Ratio -0.32 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,692 31 Jul 22 ₹15,644 31 Jul 23 ₹18,027 31 Jul 24 ₹24,685 31 Jul 25 ₹24,676 Returns for LIC MF Tax Plan
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -3.3% 3 Month 2.1% 6 Month 1.6% 1 Year 0.7% 3 Year 14.6% 5 Year 18.7% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.6% 2023 26.3% 2022 -1.6% 2021 26.2% 2020 8.9% 2019 11.9% 2018 -1.1% 2017 37.3% 2016 3.3% 2015 -3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Yogesh Patil 1 Jul 24 1.08 Yr. Dikshit Mittal 31 Jul 23 2 Yr. Data below for LIC MF Tax Plan as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 29.74% Consumer Cyclical 16.77% Industrials 15.99% Consumer Defensive 9.4% Technology 7.1% Basic Materials 6.99% Health Care 6.8% Energy 2.28% Communication Services 1.3% Real Estate 0.25% Asset Allocation
Asset Class Value Cash 2.64% Equity 96.63% Debt 0.73% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK8% ₹92 Cr 458,211 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5321748% ₹87 Cr 604,329 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP6% ₹65 Cr 690,417 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322154% ₹41 Cr 342,519 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN3% ₹34 Cr 210,855 LIC MF Money Market Dir Gr
Investment Fund | -3% ₹30 Cr 249,017
↑ 249,017 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 5002512% ₹28 Cr 45,143 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN2% ₹26 Cr 320,605 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT2% ₹25 Cr 68,942 Infosys Ltd (Technology)
Equity, Since 31 Oct 14 | INFY2% ₹24 Cr 151,614 4. LIC MF Multi Cap Fund
LIC MF Multi Cap Fund
Growth Launch Date 15 Feb 99 NAV (08 Aug 25) ₹94.9619 ↓ -1.17 (-1.22 %) Net Assets (Cr) ₹1,021 on 30 Jun 25 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.36 Information Ratio -0.7 Alpha Ratio -7.02 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Multi Cap Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹13,789 31 Jul 22 ₹14,083 31 Jul 23 ₹16,640 31 Jul 24 ₹22,784 31 Jul 25 ₹21,386 Returns for LIC MF Multi Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -2.9% 3 Month 9% 6 Month 0.8% 1 Year -5.1% 3 Year 13.2% 5 Year 15.5% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.8% 2023 28.8% 2022 -2.6% 2021 20.2% 2020 10.4% 2019 13.7% 2018 -7.7% 2017 25.7% 2016 2.2% 2015 -7.7% Fund Manager information for LIC MF Multi Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 1.08 Yr. Jaiprakash Toshniwal 31 Jul 23 2 Yr. Data below for LIC MF Multi Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 25.89% Financial Services 20.04% Consumer Cyclical 12.6% Technology 8.93% Consumer Defensive 8.56% Basic Materials 6.41% Health Care 5.89% Utility 5.47% Real Estate 2.49% Communication Services 1.84% Asset Allocation
Asset Class Value Cash 1.88% Equity 98.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 18 | HDFCBANK5% ₹48 Cr 240,651 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346004% ₹38 Cr 4,761,524 Apollo Micro Systems Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 25 | 5408793% ₹30 Cr 1,754,386
↑ 1,754,386 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL3% ₹30 Cr 688,862 VA Tech Wabag Ltd (Industrials)
Equity, Since 30 Nov 23 | 5332693% ₹28 Cr 187,100 Tata Power Co Ltd (Utilities)
Equity, Since 31 May 24 | 5004003% ₹28 Cr 680,472 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | KOTAKBANK3% ₹27 Cr 125,796 Transrail Lighting Ltd (Industrials)
Equity, Since 31 Dec 24 | TRANSRAILL2% ₹24 Cr 376,892 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5328272% ₹23 Cr 4,698
↓ -1,433 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | 5322152% ₹22 Cr 187,357 5. LIC MF Banking & Financial Services Fund
LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (08 Aug 25) ₹20.5012 ↓ -0.20 (-0.96 %) Net Assets (Cr) ₹282 on 30 Jun 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.3 Sharpe Ratio -0.03 Information Ratio -0.26 Alpha Ratio -11.6 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,894 31 Jul 22 ₹15,938 31 Jul 23 ₹20,140 31 Jul 24 ₹22,673 31 Jul 25 ₹23,822 Returns for LIC MF Banking & Financial Services Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -3.9% 3 Month 4.1% 6 Month 9.9% 1 Year 6.5% 3 Year 12.8% 5 Year 18.2% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.5% 2023 20.5% 2022 19.6% 2021 9.8% 2020 -2.1% 2019 19.9% 2018 -18% 2017 32.7% 2016 10.5% 2015 Fund Manager information for LIC MF Banking & Financial Services Fund
Name Since Tenure Jaiprakash Toshniwal 6 Sep 21 3.9 Yr. Data below for LIC MF Banking & Financial Services Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 93.4% Technology 2.66% Consumer Cyclical 1.74% Asset Allocation
Asset Class Value Cash 2.21% Equity 97.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK20% ₹56 Cr 280,269 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 53217412% ₹35 Cr 241,886 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 5322157% ₹20 Cr 166,557
↑ 12,755 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | KOTAKBANK7% ₹19 Cr 88,965
↑ 4,750 MAS Financial Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 22 | MASFIN5% ₹14 Cr 446,254 State Bank of India (Financial Services)
Equity, Since 31 Mar 20 | SBIN5% ₹13 Cr 162,478
↓ -32,012 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5328104% ₹11 Cr 249,825 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 24 | SBICARD3% ₹10 Cr 102,222
↑ 41,694 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 22 | CREDITACC3% ₹8 Cr 67,618 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5333983% ₹8 Cr 30,473 6. LIC MF Equity Hybrid Fund
LIC MF Equity Hybrid Fund
Growth Launch Date 3 Feb 99 NAV (08 Aug 25) ₹192.095 ↓ -2.15 (-1.11 %) Net Assets (Cr) ₹545 on 30 Jun 25 Category Hybrid - Hybrid Equity AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 0.05 Information Ratio 0.1 Alpha Ratio -0.28 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Hybrid Equity Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹12,934 31 Jul 22 ₹13,180 31 Jul 23 ₹14,741 31 Jul 24 ₹19,014 31 Jul 25 ₹19,328 Returns for LIC MF Equity Hybrid Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -3.4% 3 Month 3.8% 6 Month 4.7% 1 Year 1.7% 3 Year 12.2% 5 Year 13.4% 10 Year 15 Year Since launch 8.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 17% 2023 19.3% 2022 -2.2% 2021 15.5% 2020 9.6% 2019 13.5% 2018 -4.5% 2017 20.4% 2016 5.5% 2015 -6.8% Fund Manager information for LIC MF Equity Hybrid Fund
Name Since Tenure Sumit Bhatnagar 1 Jul 24 1.08 Yr. Karan Doshi 6 Sep 21 3.9 Yr. Pratik Shroff 26 Sep 23 1.85 Yr. Data below for LIC MF Equity Hybrid Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 2.67% Equity 76.71% Debt 20.62% Equity Sector Allocation
Sector Value Financial Services 21.38% Industrials 14.02% Consumer Cyclical 9.01% Technology 8.29% Consumer Defensive 6.91% Basic Materials 5.43% Health Care 5.37% Energy 2.57% Communication Services 2.06% Utility 0.98% Real Estate 0.7% Debt Sector Allocation
Sector Value Government 16.76% Corporate 3.86% Cash Equivalent 2.67% 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% ₹27 Cr 134,885
↓ -6,817 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | 5321744% ₹22 Cr 153,347
↓ -9,396 7.18% Govt Stock 2037
Sovereign Bonds | -3% ₹16 Cr 1,500,000 07.70 Kt Gs 2033
Sovereign Bonds | -3% ₹16 Cr 1,500,000 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY3% ₹15 Cr 94,087 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹14 Cr 93,266 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322152% ₹12 Cr 98,902
↑ 11,227 07.73 Kt Gs 2034
Sovereign Bonds | -2% ₹11 Cr 1,000,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS2% ₹11 Cr 30,866 Maharashtra (Government of) 7.45%
- | -2% ₹11 Cr 1,000,000 7. LIC MF Index Fund Nifty
LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (08 Aug 25) ₹134.695 ↓ -1.27 (-0.94 %) Net Assets (Cr) ₹342 on 30 Jun 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.95 Sharpe Ratio 0.04 Information Ratio -12.46 Alpha Ratio -1.09 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (1%),1 Months and above(NIL) Sub Cat. Index Fund Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,205 31 Jul 22 ₹15,485 31 Jul 23 ₹17,822 31 Jul 24 ₹22,509 31 Jul 25 ₹22,395 Returns for LIC MF Index Fund Nifty
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -4.4% 3 Month 0.8% 6 Month 3.7% 1 Year 1.2% 3 Year 11.7% 5 Year 16.8% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.8% 2023 19.8% 2022 4.7% 2021 23.8% 2020 14.7% 2019 12.6% 2018 2.6% 2017 28.6% 2016 2.7% 2015 -4.1% Fund Manager information for LIC MF Index Fund Nifty
Name Since Tenure Sumit Bhatnagar 3 Oct 23 1.83 Yr. Data below for LIC MF Index Fund Nifty as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 0.52% Equity 99.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK13% ₹45 Cr 224,627
↑ 677 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 5321749% ₹30 Cr 209,867
↑ 1,902 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE9% ₹30 Cr 199,733 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY5% ₹17 Cr 106,100
↓ -635 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹16 Cr 79,691
↑ 340 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹13 Cr 34,640 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC3% ₹11 Cr 274,896 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS3% ₹10 Cr 30,125 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹10 Cr 84,358 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK3% ₹9 Cr 43,480 8. LIC MF Large Cap Fund
LIC MF Large Cap Fund
Growth Launch Date 3 Feb 99 NAV (08 Aug 25) ₹54.4816 ↓ -0.58 (-1.06 %) Net Assets (Cr) ₹1,505 on 30 Jun 25 Category Equity - Large Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.06 Sharpe Ratio -0.02 Information Ratio -0.88 Alpha Ratio -0.32 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large Cap Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,098 31 Jul 22 ₹14,885 31 Jul 23 ₹16,452 31 Jul 24 ₹21,568 31 Jul 25 ₹21,109 Returns for LIC MF Large Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -4.4% 3 Month 1.8% 6 Month 3.7% 1 Year -0.9% 3 Year 10.9% 5 Year 15.2% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.2% 2023 16.9% 2022 -1.6% 2021 23.8% 2020 13.8% 2019 15% 2018 0.7% 2017 26.8% 2016 2.3% 2015 -2.6% Fund Manager information for LIC MF Large Cap Fund
Name Since Tenure Sumit Bhatnagar 3 Oct 23 1.83 Yr. Nikhil Rungta 1 Jul 24 1.08 Yr. Data below for LIC MF Large Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 30.19% Industrials 15.18% Consumer Cyclical 8.73% Consumer Defensive 8.48% Technology 7.52% Basic Materials 6.6% Energy 6.55% Utility 5.4% Health Care 5.36% Communication Services 3.69% Asset Allocation
Asset Class Value Cash 2.29% Equity 97.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK9% ₹141 Cr 705,983
↓ -19,010 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5321747% ₹101 Cr 697,847
↓ -52,363 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE7% ₹99 Cr 657,318 Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY4% ₹65 Cr 403,902 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT4% ₹59 Cr 161,037
↑ 8,173 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹56 Cr 276,685 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹44 Cr 536,748 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | KOTAKBANK3% ₹42 Cr 195,934 ITC Ltd (Consumer Defensive)
Equity, Since 31 May 23 | ITC3% ₹38 Cr 924,441
↑ 213,153 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004002% ₹37 Cr 902,801 9. LIC MF Index Fund Sensex
LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (08 Aug 25) ₹149.448 ↓ -1.43 (-0.95 %) Net Assets (Cr) ₹92 on 30 Jun 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.98 Sharpe Ratio -0.01 Information Ratio -10.35 Alpha Ratio -1.15 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (1%),1 Months and above(NIL) Sub Cat. Index Fund Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹13,955 31 Jul 22 ₹15,294 31 Jul 23 ₹17,723 31 Jul 24 ₹21,804 31 Jul 25 ₹21,681 Returns for LIC MF Index Fund Sensex
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -4.6% 3 Month -0.2% 6 Month 2.8% 1 Year 1.3% 3 Year 10.9% 5 Year 16.1% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.2% 2023 19% 2022 4.6% 2021 21.9% 2020 15.9% 2019 14.6% 2018 5.6% 2017 27.4% 2016 1.6% 2015 -5.4% Fund Manager information for LIC MF Index Fund Sensex
Name Since Tenure Sumit Bhatnagar 3 Oct 23 1.83 Yr. Data below for LIC MF Index Fund Sensex as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 0.44% Equity 99.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK15% ₹14 Cr 70,461
↓ -952 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 53217410% ₹10 Cr 66,322
↓ -823 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE10% ₹9 Cr 63,110
↓ -670 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY6% ₹5 Cr 33,229
↓ -383 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹5 Cr 24,438
↓ -872 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT4% ₹4 Cr 10,988
↑ 06 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC4% ₹4 Cr 86,306
↓ -1,015 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS4% ₹3 Cr 9,426
↓ -108 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322153% ₹3 Cr 26,722
↑ 38 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK3% ₹3 Cr 13,670
↓ -155 10. LIC MF Childrens Fund
LIC MF Childrens Fund
Growth Launch Date 21 Nov 01 NAV (08 Aug 25) ₹31.6172 ↓ -0.33 (-1.03 %) Net Assets (Cr) ₹16 on 30 Jun 25 Category Solutions - Childrens Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderately High Expense Ratio 2.25 Sharpe Ratio -0.3 Information Ratio -0.23 Alpha Ratio -6.49 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Sub Cat. Childrens Fund Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹13,004 31 Jul 22 ₹13,517 31 Jul 23 ₹15,226 31 Jul 24 ₹19,691 31 Jul 25 ₹18,843 Returns for LIC MF Childrens Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 8 Aug 25 Duration Returns 1 Month -3.4% 3 Month 5.5% 6 Month -5.5% 1 Year -4.1% 3 Year 10.2% 5 Year 12.7% 10 Year 15 Year Since launch 4.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.5% 2023 22.1% 2022 -1% 2021 15.5% 2020 12.4% 2019 13.2% 2018 -8% 2017 14.1% 2016 9.7% 2015 -1.2% Fund Manager information for LIC MF Childrens Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 1.08 Yr. Pratik Shroff 26 Sep 23 1.85 Yr. Data below for LIC MF Childrens Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 1.85% Equity 88.39% Debt 9.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -10% ₹2 Cr 150,000 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346004% ₹1 Cr 77,634 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹1 Cr 7,098
↑ 862 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 5004003% ₹1 Cr 13,302 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322153% ₹1 Cr 4,370 Enviro Infra Engineers Ltd (Industrials)
Equity, Since 30 Nov 24 | EIEL3% ₹1 Cr 21,716
↓ -3,111 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5321743% ₹0 Cr 2,884 Kross Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KROSS3% ₹0 Cr 20,583 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK3% ₹0 Cr 1,842 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | MARUTI2% ₹0 Cr 317
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