LIC MF Childrens Gift Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Debt-oriented Aggressive
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 14.39
Expense Ratio
1.69%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 20411
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
16.7319
(0.68 %)
NAV as on 2018-12-11
Returns
Fund
LIC MF Childrens Gift Fund Direct Plan
1 Year
-9.41%
3 Year
4.64%
5 Year
8.51%
AMC Details
amc launch date
Launch Date
20 Apr 1994
amc sponsor
Sponsor
NA
amc email
Email
licmfamc@licmutual.com
amc phone
Phone
022 - 66016000
amc address
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
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The primary investment objective of the scheme is to seek to generate capital appreciation & provide longterm growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be achieved.
Suitability
Long term capital appreciation and current income
• Investment in debt and money market instruments as well as Equity and Equity related instruments
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,837
Portfolio Value
-163
Total Returns