+91 73377 40002

8AM - 8PM

Asset Size:80Cr
Expense Ratio:2.25%
Fund Manager(s):Marzban Irani,Yogesh Patil,
5year Returns:6.95%

LIC MF Debt Hybrid Growth

       

Balanced Debt
Conservative Allocation

Nav : 62.0846 ( -0.09%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

6.95%

Investment Horizon

1-3 Yr

Doubled Money

10yrs 4m

Returns since February 3rd, 1999

8.32%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

32.1L

Projected Maturity Amount

89.3L

     

Balanced Debt
Conservative Allocation

Nav : 62.0846 ( -0.09%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

Conservative investors looking for a very little equity exposure should invest in this fund to gain tax benefits with an investment horizon of at least 3 years. Effective tax rate can be lower than 5%.

Ideal for a short term goal like vacation, down-payment for home, wedding and car purchase.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

32.1L

Projected Maturity Amount

89.3L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

6.95%

Investment Horizon

1-3 Yr

Doubled Money

10yrs 4m

Returns since February 3rd, 1999

8.32%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the Scheme is to generate regular income by investing mainly in a portfolio of quality debt securities and money market instruments. It also seeks to generate capital appreciation by investing some percentage in a mix of equity instruments. However,there is no assurance that the investment objective of the Schemes will be realized. The Dhanvarsha - 12 Scheme has been converted into an open-ended monthly income plan w.e.f. 1/6/03.

Basic Details
Fund House
LIC
Launch Date
February 3rd, 1999
Expense Ratio
2.25%
Fund Category Risk
Moderate
Std Dev (1Yr)
5.628
Std Dev (3Yr)
3.965
Std Dev (5Yr)
3.773
Asset Size
80Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.32 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
4.5 %
Modified Duration
2.55
Contact Details
Phone No.
+91 22 22812038