LIC MF Equity Hybrid Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 322.73
Expense Ratio
1.51%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 20411
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
20 Apr 1994
Sponsor
NA
Email
licmfamc@licmutual.com
Phone
022 - 66016000
Address
4th Floor, Industrial Assurance Bldg.,Opp.Churchgate Station,Churchgate, Mumbai - 400 020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However, there is no assurance that the investment objective of the
Scheme will be realised.
Suitability
"Long term capital appreciation and current income.
• Investment in equity and equity related securities fixed income securities (debt and money market securities)."
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,977
Portfolio Value
₹-23
Total Returns
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