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: 2.45% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 16.4 Cr As on 31-10-2024(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

32.5157

5.21%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
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 11.36
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 19.47 16.14 10.25 12.32 8.64
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 34.79 28.3 19.54 - -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 27.77 22.5 15.39 16.14 11.43
HDFC Childrens Gift Fund - Growth Plan 05-03-2001 21.6 19.49 14.53 18.07 13.46
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 21.13 16.62 9.0 16.59 12.04
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 19.91 16.95 9.93 12.23 -
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 19.41 12.36 5.79 11.94 -
Axis Childrens Gift Fund - without Lock in - Growth 05-12-2015 19.41 12.36 5.79 11.94 -
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 19.24 16.79 11.83 13.15 11.75
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 18.83 18.04 11.83 18.15 11.72

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

29.95%

Others

11.93%

Large Cap

51.36%

Mid Cap

6.77%

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