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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.21 | 59.82 | 2.52 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.47 | 52.81 | 2.45 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
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BSE Health Care - TRI |
Sectoral Funds - Pharma & Health Care are equity schemes that majorly invest in healthcare sector companies. It will give exposure to entire healthcare sector which comprised a wide range of companies involved in medical services, medical equipments, drugs and medical insurance.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF Healthcare Fund | 44.94% | 17.41% | 22.17% |
Nippon India Pharma Fund | 35.41% | 19.48% | 19.04% |
ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund | 47.35% | 24.19% | 24.33% |
SBI Healthcare Opp Fund | 44.62% | 24.50% | 18.89% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
10.15 %
Holdings
7.55 %
Holdings
5.91 %
LIC Mutual Fund was established on 20th April 1989 by LIC of India. Its current Asset under Management (AUM) surpasses Rs.14 crore.
No.of Schemes
34
Total AUM
₹ 29,686.57 Cr.
Karan Doshi
AUM: ₹1,880.55 Cr.
|
Exp: 7yrs
B.E., MMS (Finance)
Equity Analyst - LIC Mutual Fund Asset Management Ltd. (May 2019 - December 2020)Equity Analyst - Subhkam Ventures Pvt. Limited. (September 2013 - April 2019)
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%