LIC MF Childrens Fund-Regular Plan-Growth

Fund House: LIC Mutual Fund
Category: Childrens Fund
Launch Date: 16-10-2001
Asset Class: Mixed Asset
Benchmark: BSE India Bond Index
TER: 2.46% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 16.96 Cr As on (30-06-2024)
Turn over: 28% | Exit Load: Nil

33.5825

5.44%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
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
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 11.14
Sharpe Ratio 0.64
Alpha 8.5
Beta 1.46
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 30.06 22.9 14.28 14.24 10.19
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 45.07 35.98 30.31 - -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 42.6 30.05 20.66 17.01 13.05
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 33.59 25.28 15.24 18.9 14.07
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 33.42 29.07 18.17 20.3 13.53
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 32.29 25.84 14.09 14.52 -
HDFC Childrens Gift Fund - Growth Plan 05-03-2001 28.23 26.71 17.89 18.88 14.98
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 20.72 16.26 12.69 12.73 11.92
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 19.4 16.21 9.93 13.11 -
Axis Childrens Gift Fund - without Lock in - Growth 05-12-2015 19.4 16.21 9.93 13.11 -

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

28.96%

Others

12.02%

Large Cap

52.37%

Mid Cap

6.65%

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