LIC MF BSE Sensex Index Fund-Direct Plan-Growth
Expense Ratio: 0.79
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: BSE SENSEX TRI
Inception: 14-11-2002
Exit Load: Nil
Fund Size:₹94.34 Cr
Performance
1Y
Fund-10.02%
Cat. Avg.-0.92%
2Y
Fund-3.67%
Cat. Avg.0.42%
3Y
Fund4.83%
Cat. Avg.9.27%
5Y
Fund4.86%
Cat. Avg.7.81%
10Y
Fund11.07%
Cat. Avg.11.35%
SI
Fund10.70%
Cat. Avg.5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd. | 12.14 | 13.41% |
| 2 | ICICI Bank Ltd. | 9.81 | 10.84% |
| 3 | Reliance Industries Ltd. | 8.73 | 9.64% |
| 4 | Bharti Airtel Ltd. | 5.25 | 5.80% |
| 5 | Larsen & Toubro Ltd. | 4.82 | 5.33% |
| 6 | State Bank of India | 4.25 | 4.69% |
| 7 | Axis Bank Ltd. | 3.83 | 4.23% |
| 8 | Infosys Ltd. | 3.47 | 3.84% |
| 9 | Kotak Mahindra Bank Ltd. | 2.88 | 3.19% |
| 10 | ITC Ltd. | 2.75 | 3.04% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57214 | -4.6% | -9.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.14 L. | -4.9% | -5.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.75 L. | -2.7% | -1.8% |
| 5Y | 08 Nov, 21 | 3 L. | 3.30 L. | +9.9% | +3.8% |
| 10Y | 07 Nov, 16 | 6 L. | 9.73 L. | +62.2% | +9.4% |
| SI | 07 Jan, 13 | 8.30 L. | 17.40 L. | +109.6% | +10.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 89981 | -10.0% | -10.0% |
| 2Y | 16 Oct, 24 | 1 L. | 92790 | -7.2% | -3.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.15 L. | +15.2% | +4.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.26 L. | +25.8% | +4.7% |
| 10Y | 17 Oct, 16 | 1 L. | 2.87 L. | +187.3% | +11.1% |
| SI | 02 Jan, 13 | 1 L. | 4.07 L. | +306.5% | +10.7% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.