LIC MF BSE Sensex Index Fund-Regular Plan-Growth

Fund House: LIC Mutual Fund
Category: Index Fund
Launch Date: 28-11-2002
Asset Class: Equity
Benchmark: BSE Sensex TRI
TER: 1.08% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 83.88 Cr As on 29-11-2024(Source:AMFI)
Turn over: 16% | Exit Load: Exit load of 0.25%, if redeemed within 7 days.

149.2581

13.45%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 100 Equal Weight TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

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

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 0 Months
4 Years 11 Months
11 Years 9 Months
18 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate returns by investing ninety per cent of its assets in the Sensex stocks and ten to twenty per cent in a basket of non-index stocks, subject to tracking errors.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.33
Sharpe Ratio 0.6
Alpha -2.66
Beta 0.97
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
LIC MF BSE Sensex Index Fund-Regular Plan-Growth 28-11-2002 11.27 14.5 11.28 14.08 11.04
ICICI Prudential Nifty Pharma Index Fund - Growth 14-12-2022 35.27 35.57 - - -
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 10-07-2023 33.02 - - - -
Bandhan Nifty Alpha 50 Index Fund - Regular Plan - Growth 09-11-2023 32.41 - - - -
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 01-12-2022 32.24 40.46 - - -
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 20-10-2022 31.31 39.67 - - -
ICICI Prudential Nifty Auto Index Fund - Growth 11-10-2022 30.53 37.07 - - -
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 29.65 27.67 17.95 - -
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 29.58 27.71 17.75 19.28 -
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 05-05-2021 29.47 27.67 17.7 - -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.29%

Large Cap

99.7%

Scheme Documents

There are no scheme documents available

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