LIC MF ULIS 10Y RP RC HY IDCW-R
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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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 Deviation14.7%
Sharpe Ratio-0.35
Beta1.41
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
TrepsUtilities8.03%
Divi's Laboratories LtdServices4.00%
Bajaj Auto LtdConsumers3.97%
Sona BLW Precision Forgings LtdConsumers3.91%
Solar Industries India LtdCapital Goods3.88%
Torrent Pharmaceuticals LtdServices3.62%
7.63% Maharashtra Sgs 2036Utilities3.53%
Bharti Airtel LtdServices3.31%
Titan Co LtdConsumers3.13%
FSN E-Commerce Ventures LtdConsumers2.79%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.75%
Regulatory & Tax Information
INF767K01998
ISINDailyDealing Frequency
CRISIL Hybrid 50+50 Moderate TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)