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LIC MF Equity Savings Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

LIC MF Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹200 & Lump. ₹5000

AUM (Fund size)

₹35 Cr

Lock In Period

N/A

Expense Ratio

2.26

Exit Load

Nil, If units of the Scheme are redeemed or switched out up to 12% of the units (the limit) within 3 months from the date of allotment. 1% of the applicable NAV, If units of the scheme are redeemed or switched out in excess of the limit within 3 months from the date of allotment.Nil, If units of scheme are redeemed or switched out after 3 months from the date of allotment.

Benchmark

NIFTY Equity Savings Index

LIC MF Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.020.40126.02
6M-0.141.88126.02
1Y0.624.66126.02
3Y8.2113.42126.02

Portfolio Analysis

  • Equity: 64.80%
  • Debt: 35.20%
  • Others
As on: 2026-05-31
View allocation % by

1. Divi's Laboratories Ltd.1.71%
2. Torrent Pharmaceuticals Ltd.1.38%
3. Cipla Ltd.1.20%
4. Sun Pharmaceutical Industries Ltd.1.08%
5. Onesource Specialty Pharma Ltd.0.76%
6. Natco Pharma Ltd.0.65%

1. Bajaj Auto Ltd.1.42%
2. Hero MotoCorp Ltd.1.26%
3. TVS Motor Company Ltd.1.05%
4. Eicher Motors Ltd.1.02%

1. State Bank of India2.47%
2. Bank of Baroda2.24%

1. National Aluminium Company Ltd.2.72%
2. Hindalco Industries Ltd.1.80%

1. Kotak Mahindra Bank Ltd.1.31%
2. HDFC Bank Ltd.1.17%
3. ICICI Bank Ltd.1.00%

1. Tata Consultancy Services Ltd.1.35%
2. Infosys Ltd.1.19%
3. Persistent Systems Ltd.0.89%

1. Eternal Ltd.1.73%
2. FSN E-Commerce Ventures Ltd.1.15%

1. United Spirits Ltd.0.87%
2. Radico Khaitan Ltd.0.72%
3. Allied Blenders And Distillers Ltd.0.58%

1. Ashok Leyland Ltd.1.77%

1. APL Apollo Tubes Ltd.1.64%

1. Ultratech Cement Ltd.1.64%

1. Endurance Technologies Ltd.0.97%
2. Lumax Auto Technologies Ltd.0.64%

1. Bharat Electronics Ltd.0.79%
2. Hindustan Aeronautics Ltd.0.69%

1. Tata Steel Ltd.1.47%

1. Godfrey Phillips India Ltd.1.45%

1. Bharti Airtel Ltd.1.41%

1. Trent Ltd.1.20%

1. Apollo Hospitals Enterprise Ltd.1.18%

1. Reliance Industries Ltd.1.16%

1. Titan Company Ltd.1.16%

1. HDFC Asset Management Company Ltd.1.14%

1. Maruti Suzuki India Ltd.1.12%

1. ABB India Ltd.1.03%

About Fund LIC MF Equity Savings Fund Growth

LIC MF Equity Savings Fund Growth managed by LIC Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹35 Crore. The fund benchmarks its performance against the NIFTY Equity Savings Index while maintaining an expense ratio of 2.26. Under the expert guidance of Sumit Bhatnagar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sumit Bhatnagar

Mr. Sumit Bhatnagar holds an MBA (Investment Management) from the University of Toronto, Canada and is also a CFA (USA). He has over 10 years of experience in Banking & Capital Markets. Earlier, he worked with SEBI for five years in Investment Management Department, handing critical policy matters pertaining to mutual funds and contributed extensively in various high powered committees of SEBI.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Equity Savings Fund (Old) Growth4157.58 CR2.43
Aditya Birla Sun Life Equity Savings Fund Growth21116.8 CR1.01
LIC MF Equity Savings Fund Growth035.1 CR2.26
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundSundaram Equity Savings Fund (Old) Growth8.076524.4414
This FundAditya Birla Sun Life Equity Savings Fund Growth4.990925.8977
This FundLIC MF Equity Savings Fund Growth0.623626.7141
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

LIC MF Equity Savings Fund Growth FAQs

LIC MF Equity Savings Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of LIC MF Equity Savings Fund Growth is 2.26. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

LIC MF Equity Savings Fund Growth’s fund performance is as follows:
  • 1 Month : 0.02%
  • 6 Months : -0.14%
  • 1 Year : 0.62%
  • 3 Years : 8.21%
Returns of LIC MF Equity Savings Fund Growth are updated daily based on NAV of ₹ 28.0411 as on Jul 02,2026. Since inception, the return has been 26.71%.

You can invest in LIC MF Equity Savings Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of LIC MF Equity Savings Fund Growth is ₹35 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in LIC MF Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.