Analyst’s Choice
The scheme aims to generate returns commensurate with the performance of BSE Sensex by investing in the index stocks, subject to tracking errors.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
LIC MF S&P BSE Sensex Index Plan
|
Very High
|
Please wait... |
1.08 |
|||
Very High
|
Please wait... |
1.58 |
||||
Very High
|
Please wait... |
1.57 |
||||
Very High
|
Please wait... |
1.55 |
||||
Very High
|
Please wait... |
1.69 |
₹74 Cr
0.25 (7)
5,000
500
1,000
12
LIC MF S&P BSE Sensex Index Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index.
Mutual funds can be bought directly from the website of the fund house. For instance, LIC MF S&P BSE Sensex Index Plan fund can be purchased from the website of LIC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of LIC MF S&P BSE Sensex Index Plan is ₹128.6057 as of 05-Dec-2023.
The AUM of LIC MF S&P BSE Sensex Index Plan Fund is ₹74 Cr as of 31-Oct-2023
The riskometer level of LIC MF S&P BSE Sensex Index Plan is Very High. See More
As of 31-Oct-2023, LIC MF S&P BSE Sensex Index Plan had invested 99.68% in Equity and 0.32% in Cash & Cash Eq. See More
LIC MF S&P BSE Sensex Index Plan is 21 years 0 months old. It has delivered 13.45% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
9.93%
|
15.31%
|
13.94%
|
14.78%
|
12.64%
|
13.45%
|
No, There is no lock in period in LIC MF S&P BSE Sensex Index Plan.
The expense ratio of LIC MF S&P BSE Sensex Index Plan is 1.08.
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