LIC MF Equity Savings Growth
Medium
Risk
Other Schemes
Equity Savings
+
7.54
%
7.54
%
3Y annualised
+
0.18
%
0.18
%
1D
1M
6M
1Y
3Y
All
Fund size
12
NAV:
Mar 7, 2024
24.5146
Sector
Tech
Type
Other_schemes
Launched
Mar 2011
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
LIC MF Liquid Dir Gr
9.8
%
Future on Tata Steel Ltd.
5.52
%
Tata Steel Ltd
5.48
%
Future on Infosys Ltd
4.77
%
Infosys Ltd
4.74
%
Future on Tata Consultancy Services Ltd
4.54
%
Tata Consultancy Services Ltd
4.51
%
ICICI Bank Ltd
4.35
%
Future on UltraTech Cement Ltd
3.91
%
UltraTech Cement Ltd
3.89
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 3.0 Months, 0.0 % if redeemed after 3.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
LIC MF Equity Savings Growth
More details
Investment objective
The investment objective of the Scheme is to generate regular income by investing in Debt and money market instruments and using arbitrage and other derivative strategies. The Scheme also intends to generate long capital appreciation through unhedged exposure to equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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