Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-4.00%
1 Month-10.93%
3 Months-13.50%
6 Months-12.02%
1 Year-5.59%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jul 2023)+3.29%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-19.04%
3 Year SIP—
5 Year SIP—
Since Inception (Jul 2023)-4.72%
Fund Details
Fund HouseLIC Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹164 Cr
Expense Ratio2.35%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date31 Jul 2023
AMFI Code152009
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
LIC MF Focused Fund-Regular Plan-Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
LIC MF Focused Fund-Regular Plan-Growth is a Focused Fund mutual fund offered by LIC Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹164 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.35%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations