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LIC MF Healthcare Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.21 | 62.88 | 2.60 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.47 | 52.72 | 2.21 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| — |
About Sectoral Fund - Pharma & Health Care
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.
Peers & Comparison
EquitySectoral Fund - Pharma & Health Care
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| LIC MF Healthcare Fund(IDCW) | 48.59% | 20.16% | 22.42% |
| Nippon India Pharma Fund(IDCW) | 29.25% | 18.11% | 11.93% |
| ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund-(IDCW-Payout) | 39.35% | 16.95% | 16.77% |
| SBI Healthcare Opp Fund(IDCW-Payout) | 45.57% | 26.54% | 17.30% |
Price Comparison
Compare LIC MF Healthcare Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Sun Pharmaceutical Industries Ltd3M change : -1.42 %
Holdings
9.87 %
-1.42 % - Piramal Pharma Ltd3M change : 0.55 %
Holdings
7.26 %
0.55 % - Artemis Medicare Services Ltd3M change : 0.27 %
Holdings
6.66 %
0.27 %
AMC Profile
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
₹ 30,497.25 Cr.
Fund Manager Profile
Karan Doshi
AUM: ₹1,901.84 Cr.
|
Exp: 7yrs
Qualification
B.E., MMS (Finance)
Past Experience
Equity Analyst - LIC Mutual Fund Asset Management Ltd. (May 2019 - December 2020)Equity Analyst - Subhkam Ventures Pvt. Limited. (September 2013 - April 2019)
Funds Managed (52)
LIC MF Healthcare Fund-Reg(IDCW)
LIC MF Dividend Yield Fund(IDCW)
LIC MF Dividend Yield Fund-Reg(IDCW)
LIC MF Midcap Fund(IDCW)
LIC MF Midcap Fund(IDCW)
LIC MF Healthcare Fund(IDCW)
LIC MF Healthcare Fund-Reg(IDCW)
LIC MF Dividend Yield Fund(IDCW)
LIC MF Dividend Yield Fund-Reg(IDCW)
LIC MF Midcap Fund(IDCW)
LIC MF Midcap Fund(IDCW)
LIC MF Healthcare Fund(IDCW)
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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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%