LIC Mutual Fund

LIC MF Large Cap Fund

By Rajendra

Nov 11, 2022

Scheme Analysis

Category 

Large Cap

Inception

Sep 1,1994

Benchmark

Nifty  100

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AUM  - 678 Cr

Fund Manager

Yogesh Patil

Thick Brush Stroke

LIC MF Large Cap Fund

Strategy is to invest in value companies which are transparent & generally carry lower risk profile.

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ICICI Bank

HDFC Bank

Infosys

Reliance

TCS

8.92

8.82

7.66

5.81

3.99

Total 35.20

Identify companies from the universe with strong competitive position in a good business and having quality management.

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Investment Strategy

Bank

IT

Petroleum

Top 5 Sector

27.38

13.34

6.75

6.55

4.78

Insurance

Finance

 Focus on fundamental driven investment.

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Investment Strategy

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 31 Oct,  2022

1 Year

3 Year

5 Year

Period

Returns

-2.07%

12.87%

10.46%

Thick Brush Stroke

Exit Load

upto 1 year - 1%

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As on 31 Oct. 2022

12,378

45,290

83,843

5.90%

15.50%

13.35%

Monthly SIP of 1,000