LIC MF BSE Sensex Index Fund-Regular Plan-Growth
Fund House: LIC Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 28-11-2002
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 500.0
Benchmark: BSE Sensex TRI
Total Assets: 84.12 As on (31-03-2025)
Expense Ratio: 1.08% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Exit load of 0.25%, if redeemed within 7 days.
NAV as on 25-04-2025
147.6111
-1.0966
CAGR Since Inception
13.2%
BSE Sensex TRI 18.56%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| LIC MF BSE Sensex Index Fund-Regular Plan-Growth | 6.59 | 12.08 | 20.38 | 11.11 | 13.2 |
| Benchmark | - | - | - | - | - |
| Index Fund | 6.23 | 12.92 | 22.71 | 11.66 | 7.52 |
Funds Manager
Sumit Bhatnagar
RETURNS CALCULATORS for LIC MF BSE Sensex Index Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of LIC MF BSE Sensex Index Fund-Regular Plan-Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of LIC MF BSE Sensex Index Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| LIC MF BSE Sensex Index Reg Gr | 28-11-2002 | 6.59 | 14.93 | 12.08 | 20.38 | 11.11 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 15.56 | 0.0 | 0.0 | 0.0 | 0.0 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Reg Gr | 26-10-2020 | 14.34 | 25.43 | 15.44 | 0.0 | 0.0 |
| HDFC Nifty G-Sec Jun 2036 Index Fund Gr | 15-03-2023 | 13.3 | 10.02 | 0.0 | 0.0 | 0.0 |
| Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Reg Gr | 14-12-2022 | 13.22 | 9.97 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Nifty Pharma Index Fund Gr | 14-12-2022 | 13.17 | 30.02 | 0.0 | 0.0 | 0.0 |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Reg Gr | 12-10-2022 | 13.1 | 9.91 | 0.0 | 0.0 | 0.0 |
| SBI CRISIL IBX Gilt Index June 2036 Fund Reg Gr | 05-10-2022 | 13.09 | 9.83 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr | 29-07-2022 | 12.84 | 27.75 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Nifty Bank Index Fund Gr | 05-03-2022 | 12.71 | 13.09 | 14.55 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of LIC MF BSE Sensex Index Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| LIC MF BSE Sensex Index Fund-Regular Plan-Growth | 12.33 | 0.6 | -2.66 | 0.97 | - | - |
| Index Fund | - | - | - | - | - | - |