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LIC MF Nifty 50 Index Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.18 | 33.16 | 1.02 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.57 | 43.12 | 0.93 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 - TRI |
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Peers & Comparison
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| LIC MF Nifty 50 Index Fund | 21.70% | 13.44% | 13.14% |
| UTI Nifty 50 Index Fund | 21.76% | 13.52% | 13.55% |
| HDFC Nifty 50 Index Fund | 21.71% | 13.49% | 13.68% |
| ICICI Pru Nifty 50 Index Fund | 21.69% | 13.49% | 13.62% |
Price Comparison
Compare LIC MF Nifty 50 Index Fund 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
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.04 %
Holdings
12.06 %
1.04 % - Reliance Industries Ltd3M change : -0.84 %
Holdings
8.37 %
-0.84 % - ICICI Bank Ltd3M change : 0.54 %
Holdings
8.28 %
0.54 %
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
₹ 29,691.22 Cr.
Fund Manager Profile
Sumit Bhatnagar
AUM: ₹2,938.52 Cr.
|
Exp: 10yrs
Qualification
MBA (Univ. of Toronto), CFA (USA)
Past Experience
Mr. Sumit Bhatnagar has over 10 years of experience in Banking & Capital Markets. At Indiabulls Mutual Fund, Sumit played a pivotal role in setting up the AMC systems & processes and in framing business strategy, designing business plan and products for the AMC. Earlier, he worked with SEBI for five years in Investment Management Department, handing critical policy matters pertaining to mutual funds and contributed extensively in various high powered committees of SEBI.
Funds Managed (18)
LIC MF Focused Fund
LIC MF Focused Fund
LIC MF BSE Sensex Index Fund
LIC MF Large Cap Fund
LIC MF Nifty Next 50 Index Fund
LIC MF Nifty Next 50 Index Fund
LIC MF BSE Sensex Index Fund
LIC MF Large Cap Fund
LIC MF Nifty 50 Index Fund
LIC MF Nifty 50 Index Fund
Manager Performance (0)
Tax Implications
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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%