LIC MF Index-Sensex Plan - Direct Plan

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 19.46
Expense Ratio
1.15%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 20411
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
68.3937
(0.88 %)
NAV as on 2018-11-19
Returns
Fund
LIC MF Index-Sensex Plan - Direct Plan
1 Year
7.5%
3 Year
11.57%
5 Year
11.8%
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):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 month
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to generate returns commensurate with the performance of BSE Sensex by investing in the index stocks, subject to tracking errors.
Suitability
Long Term Capital appreciation and current income.
• Investment in equity instrument of respective index stocks subject to tracking error.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,133
Portfolio Value
133
Total Returns