LIC MF Tax Plan – Direct Growth
500
Min SIP
500
Min Lumpsum
1.47 %
Expense Ratio
Rating
418
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 18% | 26.7% | 11.3% | 14% | ||||
| Category Average | 15.6% | 29.7% | 12.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
Axis Bank
Infosys
ITC
Others
Advance Ratio
0.05
Alpha
4.05
SD
0.87
Beta
0.46
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The scheme aims is to provide capital growth to the investor along with tax rebate and tax relief to investors through prudent investments in the stock markets
Fund Managers
Amit Nadekar
Mr Nadekar did M.Com, CA and MMS – Finance and has the experience of working at Alchemy Capital Management Pvt. Ltd., Apar Research, Raymond Limited, and First Global Securities.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 4,740
-
18.1%Fund Size - 4,740
-
32.3%Fund Size - 4,740
-
11.8%Fund Size - 4,740
-
- Equity .
- ELSS .
-
- 11,451
-
15.7%Fund Size - 11,451
-
32%Fund Size - 11,451
-
8.3%Fund Size - 11,451
-
- Equity .
- ELSS .
-
- 12,998
-
23.8%Fund Size - 12,998
-
31.1%Fund Size - 12,998
-
13.4%Fund Size - 12,998
-
- Equity .
- ELSS .
-
- 3,559
-
20.8%Fund Size - 3,559
-
31%Fund Size - 3,559
-
15.4%Fund Size - 3,559
-
- Equity .
- ELSS .
-
- 966
-
16.1%Fund Size - 966
-
29.9%Fund Size - 966
-
11.2%Fund Size - 966
AMC Contact Details
LIC Mutual Fund
AUM:
17,638 Cr
Address:
4th Floor, Industrial Insurance
Buildg, Opp.Churchgate Station
Mumbai 400 020.
Contact:
022-66016000
Email ID:
cs.co@licmf.com
Frequently Asked Questions
How to invest in LIC MF Tax Plan – Direct Growth ?
You can invest in LIC MF Tax Plan – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for LIC MF Tax Plan – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of LIC MF Tax Plan – Direct Growth ?
The NAV of LIC MF Tax Plan – Direct Growth is ₹116.9 as of 26 May 2023.
How to redeem LIC MF Tax Plan – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of LIC MF Tax Plan – Direct Growth?
The minimum SIP amount of LIC MF Tax Plan – Direct Growth is ₹500
What are the top sectors LIC MF Tax Plan – Direct Growth has invested in??
The top sectors LIC MF Tax Plan – Direct Growth has invested in are
- ICICI Bank - 7.97%
- HDFC Bank - 7.68%
- Axis Bank - 5.08%
- Infosys - 3.84%
- ITC - 3.28%
How much returns have LIC MF Tax Plan – Direct Growth generated ?
The LIC MF Tax Plan – Direct Growth has delivered 14% since inception
What is the expense ratio of LIC MF Tax Plan – Direct Growth ?
The expense ratio of LIC MF Tax Plan – Direct Growth is 1.47 % as of 26 May 2023.
What is the AUM of LIC MF Tax Plan – Direct Growth?
The AUM of LIC MF Tax Plan – Direct Growth is ₹17,638 Cr as of 26 May 2023
What are the top stock holdings of LIC MF Tax Plan – Direct Growth?
The top stock holdings of LIC MF Tax Plan – Direct Growth are
- ICICI Bank - 7.97%
- HDFC Bank - 7.68%
- Axis Bank - 5.08%
- Infosys - 3.84%
- ITC - 3.28%