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LIC MF Equity Hybrid Fund - Growth

Balanced Equity | Aggressive Allocation

Nav : 97.4389 ( -0.07%) January 18th, 2019

People currently viewing this : 1

Rank (of 245)

3

Annualized Returns

8.68%

Investment Horizon

>3 Yr

Doubled Money

8yrs 4m

Returns since February 3rd, 1999

7.88%

One Time

Monthly

Min Investment ₹1000


Balanced Equity | Aggressive Allocation

Nav : 97.4389 ( -0.07%) January 18th, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

One Time

Monthly

Min Investment ₹1000


Rank (of 245)

3

Annualized Returns

8.68%

Investment Horizon

>3 Yr

Doubled Money

8yrs 4m

Returns since February 3rd, 1999

7.88%

FUND 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

An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However,there is no assurance that the investment objective of the Scheme will be realised.

Basic Details
Fund House
LIC
Launch Date
February 3rd, 1999
Expense Ratio
2.77%
Fund Category Risk
Moderate
Std Dev (1Yr)
12.712
Std Dev (3Yr)
13.432
Std Dev (5Yr)
12.138
Asset Size
337Cr
Investment Details
Investment Plan
Growth
Return since Launch
7.88 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
Contact Details
Phone No.
+91 22 22812038