+91-22-4891390910 بہترین LIC میوچل فنڈ اسکیمیں 2022
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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بہترین LIC میوچل فنڈ اسکیمیں
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 ₹55.1044
↑ 0.35 ₹1,099 5,000 1,000 17.7 13.3 13 27.7 24.1 9.8 -3.7 LIC MF Large and Midcap Fund Growth ₹38.5047
↑ 0.23 ₹2,983 5,000 1,000 9.1 -0.4 0.7 15.4 12.9 12.7 0.2 LIC MF Multi Cap Fund Growth ₹101.31
↑ 0.77 ₹997 5,000 1,000 12.9 -0.1 8.7 12.2 10.6 9.8 2 LIC MF Equity Hybrid Fund Growth ₹196.257
↓ -0.06 ₹512 5,000 1,000 7.6 -2 0.5 10.8 8.8 8.4 5.6 LIC MF Tax Plan Growth ₹145.062
↓ -0.18 ₹978 500 500 7.4 -5.5 -4.1 10 10.4 10.6 0.8 LIC MF Childrens Fund Growth ₹33.1414
↑ 0.05 ₹15 5,000 1,000 12.5 1.6 4.4 9.8 8.4 5 -4.9 LIC MF Banking & Financial Services Fund Growth ₹21.3563
↑ 0.02 ₹256 5,000 1,000 6.4 -3.2 3.6 8.8 10.5 7 16.5 LIC MF Index Fund Nifty Growth ₹132.629
↓ -0.61 ₹356 5,000 1,000 4.6 -7.5 -3 8.6 9 12 10.7 LIC MF Large Cap Fund Growth ₹53.1405
↓ -0.06 ₹1,330 5,000 1,000 6 -6.7 -4 8.5 7.9 10.1 6 LIC MF Liquid Fund Growth ₹5,004.39
↑ 0.99 ₹16,015 5,000 1,000 1.8 3.3 6.2 6.9 6.1 6.9 6.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 26 Research Highlights & Commentary of 10 Funds showcased
Commentary LIC MF Infrastructure Fund LIC MF Large and Midcap Fund LIC MF Multi Cap Fund LIC MF Equity Hybrid Fund LIC MF Tax Plan LIC MF Childrens Fund LIC MF Banking & Financial Services Fund LIC MF Index Fund Nifty LIC MF Large Cap Fund LIC MF Liquid Fund Point 1 Upper mid AUM (₹1,099 Cr). Top quartile AUM (₹2,983 Cr). Upper mid AUM (₹997 Cr). Lower mid AUM (₹512 Cr). Lower mid AUM (₹978 Cr). Bottom quartile AUM (₹15 Cr). Bottom quartile AUM (₹256 Cr). Bottom quartile AUM (₹356 Cr). Upper mid AUM (₹1,330 Cr). Highest AUM (₹16,015 Cr). Point 2 Established history (18+ yrs). Established history (11+ yrs). Oldest track record among peers (27 yrs). Established history (27+ yrs). Established history (27+ yrs). Established history (24+ yrs). Established history (11+ yrs). Established history (23+ yrs). Established history (27+ yrs). Established history (24+ yrs). Point 3 Not Rated. Not Rated. Rating: 2★ (top quartile). Rating: 2★ (upper mid). Rating: 1★ (upper mid). Not Rated. Not Rated. Rating: 1★ (lower mid). Rating: 2★ (upper mid). Top rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Low. Point 5 5Y return: 24.11% (top quartile). 5Y return: 12.88% (top quartile). 5Y return: 10.64% (upper mid). 5Y return: 8.82% (lower mid). 5Y return: 10.41% (upper mid). 5Y return: 8.44% (bottom quartile). 5Y return: 10.49% (upper mid). 5Y return: 8.97% (lower mid). 5Y return: 7.87% (bottom quartile). 1Y return: 6.20% (upper mid). Point 6 3Y return: 27.72% (top quartile). 3Y return: 15.37% (top quartile). 3Y return: 12.18% (upper mid). 3Y return: 10.79% (upper mid). 3Y return: 9.96% (upper mid). 3Y return: 9.80% (lower mid). 3Y return: 8.77% (lower mid). 3Y return: 8.63% (bottom quartile). 3Y return: 8.50% (bottom quartile). 1M return: 0.61% (bottom quartile). Point 7 1Y return: 13.01% (top quartile). 1Y return: 0.68% (lower mid). 1Y return: 8.67% (top quartile). 1Y return: 0.47% (lower mid). 1Y return: -4.07% (bottom quartile). 1Y return: 4.37% (upper mid). 1Y return: 3.62% (upper mid). 1Y return: -2.99% (bottom quartile). 1Y return: -4.04% (bottom quartile). Sharpe: 1.89 (top quartile). Point 8 Alpha: 4.51 (top quartile). Alpha: -6.11 (bottom quartile). Alpha: 3.35 (top quartile). 1M return: 2.47% (bottom quartile). Alpha: -7.46 (bottom quartile). 1M return: 4.62% (upper mid). Alpha: 1.70 (upper mid). 1M return: 1.94% (bottom quartile). Alpha: -6.01 (bottom quartile). Information ratio: 0.00 (top quartile). Point 9 Sharpe: 0.26 (top quartile). Sharpe: -0.42 (lower mid). Sharpe: 0.00 (upper mid). Alpha: -0.82 (lower mid). Sharpe: -0.64 (bottom quartile). Alpha: 2.15 (upper mid). Sharpe: -0.24 (upper mid). Alpha: -1.10 (lower mid). Sharpe: -0.71 (bottom quartile). Yield to maturity (debt): 6.65% (top quartile). Point 10 Information ratio: 0.55 (top quartile). Information ratio: -0.35 (upper mid). Information ratio: -0.44 (lower mid). Sharpe: -0.42 (lower mid). Information ratio: -0.87 (bottom quartile). Sharpe: -0.22 (upper mid). Information ratio: -0.38 (lower mid). Sharpe: -0.57 (bottom quartile). Information ratio: -1.42 (bottom quartile). Modified duration: 0.11 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 Tax Plan
LIC MF Childrens Fund
LIC MF Banking & Financial Services Fund
LIC MF Index Fund Nifty
LIC MF Large Cap Fund
LIC MF Liquid Fund
The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on (Erstwhile LIC MF Midcap Fund) To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of mid-cap companies. However, there can be no assurance that the investment objective of the scheme will be realised. Research Highlights for LIC MF Large and Midcap Fund Below is the key information for LIC MF Large and Midcap Fund Returns up to 1 year are on (Erstwhile LIC MF Equity Fund) The main investment objective of the scheme is to provide capital growth by investing mainly in equities. The investment portfolio of the scheme will be
constantly monitored and reviewed to optimize capital growth. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Multi Cap Fund Below is the key information for LIC MF Multi Cap Fund Returns up to 1 year are on (Erstwhile LIC MF Balanced Fund) An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However, there is no assurance that the investment objective of the
Scheme will be realised. Research Highlights for LIC MF Equity Hybrid Fund Below is the key information for LIC MF Equity Hybrid Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Tax Plan Below is the key information for LIC MF Tax Plan Returns up to 1 year are on An open ended scheme which seeks to generate long term capital growth through a judicious mix of investment in quality debt securities and equities with relatively low risk levels through research based investments. Research Highlights for LIC MF Childrens Fund Below is the key information for LIC MF Childrens Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation for unit holders from a portfolio that is invested substantially in equity and equity related securities of companies engaged in banking & financial services sector. However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Banking & Financial Services Fund Below is the key information for LIC MF Banking & Financial Services Fund Returns up to 1 year are on 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 An open ended scheme which seeks to generate reasonable returns with low risk and high liquidity through a judicious mix of investment in money market
instruments and quality debt instruments. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Liquid Fund Below is the key information for LIC MF Liquid Fund Returns up to 1 year are on 1. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (19 Jun 26) ₹55.1044 ↑ 0.35 (0.63 %) Net Assets (Cr) ₹1,099 on 31 May 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio 0.26 Information Ratio 0.55 Alpha Ratio 4.51 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 May 21 ₹10,000 31 May 22 ₹11,769 31 May 23 ₹13,631 31 May 24 ₹24,318 31 May 25 ₹26,424 31 May 26 ₹28,936 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 6.6% 3 Month 17.7% 6 Month 13.3% 1 Year 13% 3 Year 27.7% 5 Year 24.1% 10 Year 15 Year Since launch 9.8% 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 Sumit Bhatnagar 7 Apr 26 0.15 Yr. Mahesh Bendre 1 Jul 24 1.92 Yr. Data below for LIC MF Infrastructure Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 32.59% Consumer Cyclical 24.07% Utility 9.79% Basic Materials 9.21% Communication Services 7.33% Financial Services 4.31% Health Care 3.19% Real Estate 2.12% Technology 0.79% Asset Allocation
Asset Class Value Cash 6.6% Equity 93.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹53 Cr 281,826
↑ 118,739 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT5% ₹47 Cr 117,852
↑ 2,505 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | MARUTI4% ₹45 Cr 33,850
↑ 22,497 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV4% ₹45 Cr 1,315,651
↑ 461,129 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹41 Cr 988,950
↑ 422,131 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP3% ₹33 Cr 43,676
↑ 928 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 5325553% ₹33 Cr 821,696
↑ 17,465 Carraro India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | CARRARO3% ₹32 Cr 572,991
↑ 155,777 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹29 Cr 73,009
↑ 1,551 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL3% ₹29 Cr 92,628
↑ 1,968 2. LIC MF Large and Midcap Fund
LIC MF Large and Midcap Fund
Growth Launch Date 25 Feb 15 NAV (19 Jun 26) ₹38.5047 ↑ 0.23 (0.59 %) Net Assets (Cr) ₹2,983 on 31 May 26 Category Equity - Large & Mid Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 1.85 Sharpe Ratio -0.42 Information Ratio -0.35 Alpha Ratio -6.11 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 May 21 ₹10,000 31 May 22 ₹11,204 31 May 23 ₹11,872 31 May 24 ₹16,840 31 May 25 ₹18,677 31 May 26 ₹18,115 Returns for LIC MF Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 4.8% 3 Month 9.1% 6 Month -0.4% 1 Year 0.7% 3 Year 15.4% 5 Year 12.9% 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 0.15 Yr. Dikshit Mittal 1 Jun 23 3 Yr. Data below for LIC MF Large and Midcap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 24.38% Industrials 19.25% Consumer Cyclical 17.25% Technology 7.28% Consumer Defensive 6.36% Health Care 5.93% Basic Materials 5.53% Communication Services 3.86% Real Estate 2.23% Utility 1.5% Asset Allocation
Asset Class Value Cash 6.42% Equity 93.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹135 Cr 1,070,361
↑ 55,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 26 | BHARTIARTL4% ₹114 Cr 606,000
↑ 606,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 19 | INFY3% ₹98 Cr 827,053
↑ 560,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 26 | 5000343% ₹91 Cr 975,000
↑ 975,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 25 | LT3% ₹91 Cr 226,897
↑ 177,613 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | SCHAEFFLER3% ₹83 Cr 200,687
↑ 54,750 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 29 Feb 24 | SCHNEIDER3% ₹79 Cr 638,051
↑ 219,422 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 25 | APOLLOHOSP3% ₹76 Cr 100,064
↑ 19,750 Marico Ltd (Consumer Defensive)
Equity, Since 30 Sep 25 | 5316423% ₹76 Cr 980,734
↑ 270,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | MARUTI3% ₹74 Cr 55,913
↑ 29,036 3. LIC MF Multi Cap Fund
LIC MF Multi Cap Fund
Growth Launch Date 15 Feb 99 NAV (19 Jun 26) ₹101.31 ↑ 0.77 (0.77 %) Net Assets (Cr) ₹997 on 31 May 26 Category Equity - Multi Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0 Information Ratio -0.44 Alpha Ratio 3.35 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 May 21 ₹10,000 31 May 22 ₹10,294 31 May 23 ₹11,636 31 May 24 ₹15,043 31 May 25 ₹15,461 31 May 26 ₹16,126 Returns for LIC MF Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 6.1% 3 Month 12.9% 6 Month -0.1% 1 Year 8.7% 3 Year 12.2% 5 Year 10.6% 10 Year 15 Year Since launch 9.8% 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 0.15 Yr. Data below for LIC MF Multi Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 30.85% Industrials 13.43% Consumer Cyclical 10.91% Health Care 8.69% Technology 8.59% Basic Materials 6.35% Consumer Defensive 5.6% Communication Services 3.76% Real Estate 2.36% Utility 1.44% Asset Allocation
Asset Class Value Cash 8.01% Equity 91.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 26 | ICICIBANK7% ₹64 Cr 504,330
↑ 504,330 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | 5322154% ₹40 Cr 312,457
↑ 132,333 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 25 | BHARTIARTL4% ₹37 Cr 193,768
↑ 90,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 24 | NAVINFLUOR4% ₹35 Cr 50,745
↑ 19,763 State Bank of India (Financial Services)
Equity, Since 31 Jul 23 | SBIN4% ₹34 Cr 320,512
↑ 205,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 25 | LT3% ₹34 Cr 83,902
↑ 37,612 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 25 | APOLLOHOSP3% ₹30 Cr 39,563
↑ 6,129 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI3% ₹29 Cr 21,918
↑ 9,199 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Oct 24 | TORNTPHARM3% ₹28 Cr 67,225 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 25 | UJJIVANSFB3% ₹28 Cr 4,918,686
↑ 850,000 4. LIC MF Equity Hybrid Fund
LIC MF Equity Hybrid Fund
Growth Launch Date 3 Feb 99 NAV (19 Jun 26) ₹196.257 ↓ -0.06 (-0.03 %) Net Assets (Cr) ₹512 on 31 May 26 Category Hybrid - Hybrid Equity AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.28 Sharpe Ratio -0.42 Information Ratio -0.05 Alpha Ratio -0.82 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 May 21 ₹10,000 31 May 22 ₹10,195 31 May 23 ₹11,169 31 May 24 ₹13,957 31 May 25 ₹15,323 31 May 26 ₹15,080 Returns for LIC MF Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 2.5% 3 Month 7.6% 6 Month -2% 1 Year 0.5% 3 Year 10.8% 5 Year 8.8% 10 Year 15 Year Since launch 8.4% 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 Sumit Bhatnagar 1 Jul 24 1.92 Yr. Pratik Shroff 26 Sep 23 2.68 Yr. Data below for LIC MF Equity Hybrid Fund as on 31 May 26
Asset Allocation
Asset Class Value Cash 12.99% Equity 66.96% Debt 20.05% Equity Sector Allocation
Sector Value Financial Services 16.48% Consumer Cyclical 12.8% Technology 8.82% Industrials 8.2% Health Care 7.42% Consumer Defensive 4.77% Basic Materials 4.23% Communication Services 2.13% Energy 2.1% Debt Sector Allocation
Sector Value Government 14.89% Cash Equivalent 9.9% Corporate 8.25% 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% ₹24 Cr 310,470 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | ICICIBANK4% ₹22 Cr 172,801 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS2% ₹13 Cr 51,153 NLc India Limited
Debentures | -2% ₹11 Cr 100 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 20 | BHARTIARTL2% ₹11 Cr 57,420
↑ 14,024 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE2% ₹11 Cr 74,686 7.34% Govt Stock 2064
Sovereign Bonds | -2% ₹11 Cr 1,098,400 7.7% Karnataka Sgs 2033
Sovereign Bonds | -2% ₹10 Cr 1,000,000 7.73% Karnataka Sgs 2034
Sovereign Bonds | -2% ₹10 Cr 1,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | M&M2% ₹10 Cr 32,660 5. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (19 Jun 26) ₹145.062 ↓ -0.18 (-0.12 %) Net Assets (Cr) ₹978 on 31 May 26 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.64 Information Ratio -0.87 Alpha Ratio -7.46 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,787 31 May 23 ₹12,280 31 May 24 ₹15,635 31 May 25 ₹17,411 31 May 26 ₹16,259 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 3.6% 3 Month 7.4% 6 Month -5.5% 1 Year -4.1% 3 Year 10% 5 Year 10.4% 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 0.15 Yr. Data below for LIC MF Tax Plan as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 30.45% Consumer Cyclical 19.16% Industrials 13.86% Consumer Defensive 8.63% Basic Materials 7.52% Health Care 7.35% Technology 4.2% Energy 2.49% Communication Services 1.07% Asset Allocation
Asset Class Value Cash 5.27% Equity 94.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹76 Cr 604,329 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK7% ₹71 Cr 916,422 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322154% ₹43 Cr 342,519 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹34 Cr 320,605 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN3% ₹33 Cr 210,855 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹32 Cr 575,326
↓ -202,237 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Sep 23 | KIRLOSENG3% ₹30 Cr 176,098 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT3% ₹28 Cr 68,942 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT2% ₹24 Cr 33,738 Blue Star Ltd (Industrials)
Equity, Since 31 Oct 22 | BLUESTARCO2% ₹23 Cr 131,363 6. LIC MF Childrens Fund
LIC MF Childrens Fund
Growth Launch Date 21 Nov 01 NAV (19 Jun 26) ₹33.1414 ↑ 0.05 (0.16 %) Net Assets (Cr) ₹15 on 31 May 26 Category Solutions - Childrens Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk Moderately High Expense Ratio 2.23 Sharpe Ratio -0.22 Information Ratio -0.18 Alpha Ratio 2.15 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 May 21 ₹10,000 31 May 22 ₹10,315 31 May 23 ₹11,257 31 May 24 ₹13,922 31 May 25 ₹14,592 31 May 26 ₹14,719 Returns for LIC MF Childrens Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 4.6% 3 Month 12.5% 6 Month 1.6% 1 Year 4.4% 3 Year 9.8% 5 Year 8.4% 10 Year 15 Year Since launch 5% 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 2.68 Yr. Mahesh Bendre 7 Apr 26 0.15 Yr. Data below for LIC MF Childrens Fund as on 31 May 26
Asset Allocation
Asset Class Value Cash 7.24% Equity 82.24% Debt 10.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -11% ₹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 | SBIN3% ₹0 Cr 3,746 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK2% ₹0 Cr 2,784 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Aug 25 | ONESOURCE2% ₹0 Cr 2,005 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK2% ₹0 Cr 8,891 Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ARVINDFASN2% ₹0 Cr 6,954 Neuland Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 25 | 5245582% ₹0 Cr 189 7. LIC MF Banking & Financial Services Fund
LIC MF Banking & Financial Services Fund
Growth Launch Date 27 Mar 15 NAV (19 Jun 26) ₹21.3563 ↑ 0.02 (0.08 %) Net Assets (Cr) ₹256 on 31 May 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.27 Sharpe Ratio -0.24 Information Ratio -0.38 Alpha Ratio 1.7 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 May 21 ₹10,000 31 May 22 ₹9,666 31 May 23 ₹12,232 31 May 24 ₹14,129 31 May 25 ₹15,572 31 May 26 ₹15,408 Returns for LIC MF Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 4.6% 3 Month 6.4% 6 Month -3.2% 1 Year 3.6% 3 Year 8.8% 5 Year 10.5% 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 0.15 Yr. Data below for LIC MF Banking & Financial Services Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 89.29% Technology 2.98% Consumer Cyclical 2.19% Asset Allocation
Asset Class Value Cash 5.54% Equity 94.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | HDFCBANK15% ₹40 Cr 517,386 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | ICICIBANK12% ₹32 Cr 253,994 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 5322158% ₹21 Cr 169,239 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | KOTAKBANK8% ₹20 Cr 519,375 State Bank of India (Financial Services)
Equity, Since 31 Mar 20 | SBIN6% ₹15 Cr 139,494 MAS Financial Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 22 | MASFIN5% ₹13 Cr 392,463 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 24 | SBICARD3% ₹7 Cr 115,064 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Sep 22 | CREDITACC3% ₹7 Cr 54,394 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5000342% ₹6 Cr 68,264 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5200562% ₹6 Cr 4,022 8. LIC MF Index Fund Nifty
LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (19 Jun 26) ₹132.629 ↓ -0.61 (-0.45 %) Net Assets (Cr) ₹356 on 31 May 26 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio -0.57 Information Ratio -16.8 Alpha Ratio -1.1 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (1%),1 Months and above(NIL) Sub Cat. Index Fund Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,671 31 May 23 ₹11,929 31 May 24 ₹14,505 31 May 25 ₹15,932 31 May 26 ₹15,158 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 1.9% 3 Month 4.6% 6 Month -7.5% 1 Year -3% 3 Year 8.6% 5 Year 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 0.15 Yr. Data below for LIC MF Index Fund Nifty as on 31 May 26
Asset Allocation
Asset Class Value Cash 0.16% Equity 99.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK11% ₹39 Cr 500,440
↓ -22 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE9% ₹32 Cr 221,418
↑ 1,027 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK8% ₹30 Cr 234,183
↑ 410 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹19 Cr 100,622
↑ 2,643 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹15 Cr 38,361 State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN4% ₹14 Cr 135,611 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY4% ₹14 Cr 114,791 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹12 Cr 93,632 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC3% ₹10 Cr 314,792
↑ 2,299 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK3% ₹9 Cr 240,440
↑ 2,499 9. LIC MF Large Cap Fund
LIC MF Large Cap Fund
Growth Launch Date 3 Feb 99 NAV (19 Jun 26) ₹53.1405 ↓ -0.06 (-0.12 %) Net Assets (Cr) ₹1,330 on 31 May 26 Category Equity - Large Cap AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio -0.71 Information Ratio -1.42 Alpha Ratio -6.01 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 May 21 ₹10,000 31 May 22 ₹10,581 31 May 23 ₹11,459 31 May 24 ₹14,194 31 May 25 ₹15,509 31 May 26 ₹14,363 Returns for LIC MF Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 3.2% 3 Month 6% 6 Month -6.7% 1 Year -4% 3 Year 8.5% 5 Year 7.9% 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 2.66 Yr. Mahesh Bendre 24 Jul 25 0.85 Yr. Data below for LIC MF Large Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 30.57% Consumer Cyclical 15.08% Industrials 11.57% Basic Materials 8.36% Energy 6.96% Consumer Defensive 6.92% Health Care 4.81% Communication Services 4.49% Technology 4.27% Asset Allocation
Asset Class Value Cash 6.82% Equity 93.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹112 Cr 883,024
↑ 55,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK8% ₹107 Cr 1,390,404
↓ -100,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE7% ₹94 Cr 657,318 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT6% ₹75 Cr 187,361 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹61 Cr 321,711
↑ 14,372 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹48 Cr 449,882
↑ 57,268 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322153% ₹43 Cr 341,620
↑ 55,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 09 | INFY3% ₹39 Cr 328,690
↑ 30,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 May 23 | ITC3% ₹37 Cr 1,166,212 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | HINDUNILVR3% ₹35 Cr 155,178 10. LIC MF Liquid Fund
LIC MF Liquid Fund
Growth Launch Date 11 Mar 02 NAV (19 Jun 26) ₹5,004.39 ↑ 0.99 (0.02 %) Net Assets (Cr) ₹16,015 on 31 May 26 Category Debt - Liquid Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆☆☆ Risk Low Expense Ratio 0.22 Sharpe Ratio 1.89 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.65% Effective Maturity 1 Month 8 Days Modified Duration 1 Month 8 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,340 31 May 23 ₹10,976 31 May 24 ₹11,773 31 May 25 ₹12,619 31 May 26 ₹13,390 Returns for LIC MF Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 0.6% 3 Month 1.8% 6 Month 3.3% 1 Year 6.2% 3 Year 6.9% 5 Year 6.1% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.4% 2023 7.4% 2022 7% 2021 4.7% 2020 3.3% 2019 4.3% 2018 6.5% 2017 7.3% 2016 6.6% 2015 7.6% Fund Manager information for LIC MF Liquid Fund
Name Since Tenure Rahul Singh 5 Oct 15 10.66 Yr. Aakash Dhulia 1 Sep 25 0.75 Yr. Data below for LIC MF Liquid Fund as on 31 May 26
Asset Allocation
Asset Class Value Cash 99.82% Other 0.18% Debt Sector Allocation
Sector Value Cash Equivalent 64.81% Corporate 23.97% Government 11.04% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reverse Repo
CBLO/Reverse Repo | -4% ₹779 Cr Indian Oil Corp Ltd.
Commercial Paper | -3% ₹597 Cr 12,000
↑ 12,000 India (Republic of)
- | -3% ₹592 Cr 60,000,000
↑ 60,000,000 Canara Bank
Certificate of Deposit | -3% ₹499 Cr 10,000 Canara Bank
Certificate of Deposit | -3% ₹496 Cr 10,000
↑ 10,000 National Bank for Agriculture and Rural Development
Commercial Paper | -2% ₹398 Cr 8,000 Motilal Oswal Financial Services Ltd
Commercial Paper | -2% ₹397 Cr 8,000 Net Receivables / (Payables)
Net Current Assets | -2% -₹390 Cr Treps
CBLO/Reverse Repo | -2% ₹381 Cr India (Republic of)
- | -2% ₹373 Cr 37,500,000
اکثر پوچھے گئے سوالات
1. LIC میوچل فنڈ کی موجودہ مالیت کیا ہے؟
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۔
2. LIC MF میں سرمایہ کاری کرنے کے لیے مجھے کن دستاویزات کی ضرورت ہوگی؟
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
3. کیا LIC Mutual Funds KYC کے مطابق ہے؟
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۔
4. کیا میں LIC میوچل فنڈ میں آن لائن سرمایہ کاری کرسکتا ہوں؟
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۔
5. LIC میوچل فنڈ ٹیکس پلان کیا ہے؟
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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6. LIC MF لارج اور مڈ کیپ فنڈز کی کارکردگی کیسی ہے؟
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۔
7. میں LIC میوچل فنڈ بینکنگ اور PSU قرض کے بارے میں جاننا چاہتا ہوں؟
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۔
8. LIC Mutual Funds میں سرمایہ کاری کرتے وقت مجھے کن چیزوں کو ذہن میں رکھنا چاہیے؟
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۔
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Research Highlights for LIC MF Infrastructure Fund