LIC MF Tax Plan - Direct (G)

LIC MF Tax Plan - Direct (G)

AMC Name: LIC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Sachin Relekar
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 250.66
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 500/ ` 0
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 1.5

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.42% -0.51%
3 Month 10.10% 8.60%
6 Month 6.61% 0.26%
1 Year 15.64% 10.22%
3 Year 15.08% 12.76%
5 Year 9.15% 8.40%
Since Inception 14.44% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others