LIC MF Focused 30 Equity Fund Direct Reinvestment of Income Distribution cum Cap Wdrl is an equity fund. This fund was started on 17 November, 2017. The fund is managed by . The fund could potentially beat inflation in the long-run.
Expense ratio | 1.56% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹130 Cr |
Inception Date | 17 November, 2017 |
Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 247.38% |
Size breakup
LIC MF Focused 30 Equity Fund Direct Reinvestment of Income Distribution cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 2.81% | 2.81% |
6 Month Returns | 14.8% | 14.8% |
1 Year Returns | 26.13% | 26.13% |
3 Years Returns | 60.53% | 17.09% |
5 Years Returns | 100.16% | 14.89% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
LIC MF Focused 30 Equity Fund Direct Reinvestment of Income Distribution cum Cap Wdrl | -5.36 | -1.69 | -1.22 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
LIC MF Focused 30 Equity Fund Direct Reinvestment of Income Distribution cum Cap Wdrl | 0.76 | 0.87 | 0.88 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
LIC MF Focused 30 Equity Fund Direct Reinvestment of Income Distribution cum Cap Wdrl | 1.85 | 0.82 | 0.59 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
LIC MF Focused 30 Equity Fund Direct Reinvestment of Income Distribution cum Cap Wdrl | 8.75 | 12.03 | 17.19 |