LIC MF Equity Savings Growth
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation9.2%
Sharpe Ratio0.24
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cash Offset For DerivativesUtilities32.77%
TrepsUtilities19.12%
LIC MF Liquid Dir GrUtilities12.13%
Tata Steel LtdCapital Goods3.85%
Bank of BarodaFinancial Services3.55%
Tata Consultancy Services LtdTechnology3.54%
UltraTech Cement LtdCapital Goods2.95%
Infosys LtdTechnology2.81%
Hindustan Unilever LtdConsumers2.68%
Ashok Leyland LtdCapital Goods2.45%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.35%
Exit Load1
Regulatory & Tax Information
INF397L01315
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)