India is in a macro sweet spot. IMF is forecasting India’s GDP to grow by 6.8% in FY 2025, making it the fastest growing G-20 economy. India is expected to become the 3rd largest economy by 2027 (as per IMF’s forecasts). Our fiscal deficit in FY 2024 is estimated to be 5.8%, which will be pared down to 5.1% in FY 2025...Read More

After the spectacular rally in global equity markets over the last 1 year or so, the stock market is trading near record high levels. At market peaks, there are always concerns about valuations; high dividend yield stocks or dividend yield funds can provide stability to your investment portfolio. In this article...Read More

LIC MF launched their multicap fund in October 2022. The fund has 26.37% CAGR return since inception (as on 30th April 2024). Though one and half year track record is too short a performance period to do comprehensive review of an equity mutual fund scheme’s performance, the performance of LIC MF Multicap Fund in...Read More

LIC MF Large Cap Fund is one of the oldest mutual fund schemes with track record of nearly 30 years. It is also a proven wealth creator. If you started a monthly SIP of Rs 10,000 in the fund 20 years back, the market value of your investment would have grown to Rs 83.55 lakhs (as on 31st March 2024) with a cumulative...Read More

Focused funds are equity mutual fund schemes that invest in maximum 30 stocks (as per SEBI’s mandate). There are no market cap restrictions for these funds, in other words, they can invest across market capitalization segments. Though focused funds have higher concentration risks compared to more diversified funds which...Read More

Large and midcap funds are diversified equity mutual fund schemes, which invest primarily in large and midsized companies. They can be suitable for long term investment options for investors looking for growth potential of midcap stocks along with the relatively stability of large cap stocks. As per SEBI’s mandate, large...Read More

Fund managers who follow the value investing style try to identify stocks which are trading at significant discounts to their intrinsic value. The intrinsic value of a stock is based on fundamental analysis based on various factors like the company’s competitive strengths, market share, industry growth potential, company’s...Read More

The LIC MF Large and Midcap fund was launched on Feb 2015, and since its inception about 9 years ago, it has given a CAGR return of 13. 51% till date (6th January 2024). Large and Midcap funds are good investment options for investors looking at exposure to the Top performing 250 funds listed at the Indian stock...Read More

When you are planning to build an equity portfolio, you can think two components in your portfolio – a core portfolio and a satellite portfolio. The core portfolio should be built based on your long term financial goals (e.g. children’s higher education, children’s marriage, retirement planning etc) and your risk...Read More

LIC MF Multi Cap Fund has just completed a year. The fund has made an excellent start delivering around 17% CAGR returns since launch (as on 31st October 2023). The fund was able to outperform its benchmark index and create alphas for investors. Though 1 year is a relatively short period for evaluating a fund’s performance...Read More