Lic Mf Focused 30 Equity Fund Regular Plan Growth

18.98
NAV (Apr 26,2024)

The LIC MF Focused 30 Equity Fund - Regular Plan - Growth is a mutual fund scheme that aims to provide long-term capital appreciation by investing in a focused portfolio of 30 equity stocks. The scheme has an expense ratio of 2.51% and requires a minimum investment of Rs. 5000. The fund was established on November 17, 2017, and has an asset under management (AUM) of Rs. 133.31 crore. With a price to earnings (PE) ratio of 34.48 and price to book (PB) ratio of 5.61, the fund offers potential growth opportunities to investors.

Lic Mf Focused 30 Equity Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Lic Mf Focused 30 Equity Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    34.48
  • P/B Ratio
    UM_URBAN_MONEY

    5.61
  • Alpha
    UM_URBAN_MONEY

    -0.04
  • Beta
    UM_URBAN_MONEY

    0.94
  • Sharpe
    UM_URBAN_MONEY

    0.09
  • Sortino
    UM_URBAN_MONEY

    0.15

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.51%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

133.31 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,562.09 (5.62%)11,406.45 (14.06%)12,356.89 (23.57%)15,583.53 (55.84%)18,975.33 (89.75%)
31,686.27 (5.62%)34,219.35 (14.06%)37,070.67 (23.57%)46,750.59 (55.84%)56,925.99 (89.75%)
52,810.45 (5.62%)57,032.25 (14.06%)61,784.45 (23.57%)77,917.65 (55.84%)94,876.65 (89.75%)
84,496.72 (5.62%)91,251.6 (14.06%)98,855.12 (23.57%)1,24,668.24 (55.84%)1,51,802.64 (89.75%)
1,05,620.9 (5.62%)1,14,064.5 (14.06%)1,23,568.9 (23.57%)1,55,835.3 (55.84%)1,89,753.3 (89.75%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd9.38%
  • Hindustan Unilever Ltd6.09%
  • State Bank of India5.99%
  • ICICI Bank Ltd5.93%
  • Tech Mahindra Ltd5.30%
  • ITC Ltd5.24%
  • The Federal Bank Ltd4.69%
  • Samvardhana Motherson International Ltd4.63%
  • Tata Consumer Products Ltd4.35%
  • Pidilite Industries Ltd4.02%
  • Maruti Suzuki India Ltd3.76%
  • HCL Technologies Ltd3.50%
  • Kotak Mahindra Bank Ltd3.45%
  • Treps3.16%
  • Piramal Enterprises Ltd3.16%
  • Crompton Greaves Cons Electrical Ltd2.95%
  • InterGlobe Aviation Ltd2.91%
  • Zydus Lifesciences Ltd2.69%
  • EIH Ltd2.53%
  • Hindware Home Innovation Ltd2.39%
  • Aditya Birla Fashion and Retail Ltd2.06%
  • Muthoot Finance Ltd1.96%
  • Artemis Medicare Services Ltd1.94%
  • Bajaj Consumer Care Ltd1.86%
  • Cyient Ltd1.82%
  • Page Industries Ltd1.13%
  • Campus Activewear Ltd1.04%
  • Net Receivables Payables0.66%
  • Havells India Ltd0.61%
  • Sundaram Clayton Ltd0.54%
  • Mahindra Logistics Ltd0.24%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

22.17%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

21.31%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

18.85%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

15.88%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.71%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.36%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.37%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

14.09%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

13.73%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

12.49%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

69.91%

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

56.38%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

41.58%

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

41.55%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

37.85%

Tata Focused Equity Fund - Regular Plan - GrowthTata Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

37.16%

Canara Robeco Focused Equity Fund - Regular Plan - GrowthCanara Robeco Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

29.04%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

28.43%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

27.90%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

19.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

23.17%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

20.59%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

19.04%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

18.01%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

16.98%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.01%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.82%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.33%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

11.42%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

10.37%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

22.88%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

19.79%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

19.60%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

18.96%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

18.18%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

16.13%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

16.12%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.06%

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.53%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

12.62%

Fund Managers

JT

Mr. Jaiprakash Toshniwal Fund Manager - Equity

Senior Equity Research Analyst - LIC Mutual Fund Asset Management Ltd. (28th January 2021 onwards) • Equity Research Analyst - India First Life Insurance (16th August 2011 - 27th January 2021) • Equity Research Analyst - Taurus Mutual Fund (December 2009 - August 2011)

Get your latest Credit Score, FREE

Compare with similar Funds

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

LIC MF Focused 30 Equity Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money