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.)
₹ 329.39
Expense Ratio
1.44%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 20411
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
99.141
(0.35 %)
NAV as on 2018-11-14
Returns
Fund
LIC MF Equity Hybrid Fund - Direct Plan
1 Year
-2.93%
3 Year
6.68%
5 Year
9.47%
AMC Details
amc launch date
Launch Date
20 Apr 1994
amc sponsor
Sponsor
NA
amc email
Email
cs.co@licmf.com
amc phone
Phone
022 - 66016000
amc address
Address
4TH FLOOR, INDUSTRIAL INSURANCE BUILDING, OPP. CHURCHGATE STATION MUMBAI 400020
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
The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in money market instruments.
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,949
Portfolio Value
-51
Total Returns