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LIC MF Childrens Fund-Regular Plan-Growth

Fund House: LIC Mutual Fund
Invest in this Scheme
Category: Childrens Fund
Launch Date: 16-10-2001
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.45% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 16.62 Cr As on 29-11-2024(Source:AMFI)
Turn over: 28% | Exit Load: W.E.F 3rd May 2018 Lock in period for 5 years or till the child attains age of majority whichever is earlier
NAV as on 02-01-2025

35.3201

0.48 (1.3536%)

CAGR Since Inception

5.56%

Benchmark: 12.55%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
6 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide long term growth of capital through a judicious mix of investments mainly in quality debt securities with relatively low level of risks.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.36
Sharpe Ratio 0.46
Alpha 7.04
Beta 1.32
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 Childrens Fund-Regular Plan-Growth 16-10-2001 21.7 21.61 13.64 13.68 9.26
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 39.96 34.66 23.94 - -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 22.05 - - - -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 18.27 23.44 16.22 16.19 11.69
HDFC Childrens Fund - Growth Plan 05-03-2001 17.92 21.84 16.66 18.54 13.56
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 17.75 17.27 11.92 13.62 11.67
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 16.86 19.29 12.6 12.71 -
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 16.36 14.6 6.83 12.2 -
Axis Childrens Gift Fund - without Lock in - Growth 05-12-2015 16.36 14.6 6.83 12.2 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 16.16 19.37 11.14 16.63 12.21

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

37.02%

Others

12.25%

Large Cap

42.79%

Mid Cap

7.95%

Scheme Documents

There are no scheme documents available

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