Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.21 | 58.99 | 3.44 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.47 | 53.79 | 3.23 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
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 | 62.59% | 17.70% | 22.79% |
Nippon India Pharma Fund | 49.85% | 20.33% | 19.27% |
ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund | 63.75% | 24.42% | 24.99% |
SBI Healthcare Opp Fund | 55.84% | 24.56% | 19.01% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
11.40 %
Holdings
7.76 %
Holdings
6.06 %
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
₹ 27,467.02 Cr.
Karan Doshi
AUM: ₹1,930.65 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)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category