Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
Moderate
₹30.9251 0.54%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
LIC MF Equity Savings Fund - Direct Plan
|
|
|
Moderate
|
loading... |
1.34 |
|
 |
|
Low to Moderate
|
loading... |
0.50 |
||
 |
|
Moderately High
|
loading... |
0.69 |
||
|
|
Moderate
|
loading... |
0.65 |
||
|
|
Moderate
|
loading... |
0.63 |
₹36 Cr
1.00 (90)
5,000
1,000
200
30
About LIC MF Equity Savings Fund - Direct Plan
LIC MF Equity Savings Fund - Direct Plan is a hybrid mutual fund scheme of LIC Mutual Fund. Launched on January 04, 2013, it is currently managed by Sumit Bhatnagar and Pratik Harish Shroff. The fund has an expense ratio of 1.34% with an overall AUM (Assets Under Management) of ₹36 Cr.
LIC MF Equity Savings Fund - Direct Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹200.
Investment Strategy
The scheme seeks to provide regular income by investing in debt and money market instruments and using arbitrage and other derivative strategies. Also intends to generate long capital appreciation through unhedged exposure to equity and equity related instruments.
Suitability
Equity Savings funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of LIC MF Equity Savings Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, LIC MF Equity Savings Fund - Direct Plan can be bought from the LIC Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of LIC MF Equity Savings Fund - Direct Plan, is ₹30.9251 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
LIC MF Liquid Direct-G |
10.17
|
Over the past five years, LIC MF Equity Savings Fund - Direct Plan has delivered an annualised return of 8.08% as of 19-Mar-2026.
The minimum investment required to start investing in LIC MF Equity Savings Fund - Direct Plan is ₹5,000 for the lump sum option and ₹200 for the SIP (Systematic Investment Plan) option.
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.