LIC MF BSE Sensex Index Growth
- Index Funds
- Index Funds
- Very High Risk
Explore On
Rating:
1
Key Metrics
Aum
₹85.13 Cr
Expense Ratio
1.16%
Exit Load
0.25%
Min. Investment
₹5,000.00
Min. SIP
₹200.00
Launch Date
14 Nov 2002
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.36% | -- |
| 3 Months | -7.57% | -- |
| 6 Months | -7.37% | -- |
| 1 Year | -3.65% | -3.65% |
| 2 Years | -- | +2.66% |
| 3 Years | +25.66% | +7.91% |
| 5 Years | +58.04% | +9.59% |
| Since Launch | +1489.7% | +12.5% |
Holdings as on 11 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 11.09 | 13.02 |
| Reliance Industries | 9.07 | 10.65 |
| ICICI Bank | 8.57 | 10.06 |
| Bharti Airtel | 4.96 | 5.82 |
| Infosys | 4.45 | 5.22 |
| Larsen & Toubro Ltd | 4.09 | 4.79 |
| State Bank of India | 4.06 | 4.76 |
| AXIS Bank Ltd | 3.30 | 3.87 |
| ITC | 2.76 | 3.24 |
| Mahindra & Mahindra Ltd | 2.64 | 3.09 |
Morning Star Rating
Rating:
1
Risk
Return
Risk & Volitility
0.17
Sharpe Ratio
13.52%
Std. Deviation
0.32%
Tracking Error
-1.01%
Alpha
0.99
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| LIC MF BSE Sensex Index Growth | -3.65% | +7.91% | +9.59% |
| Tata Nifty Auto Index Fund Regular Growth | +19.97% | -- | -- |
| Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth | +18.44% | -- | -- |
| Kotak BSE PSU Index Fund Regular Growth | +22.38% | -- | -- |
| SBI Nifty IT Index Fund Regular Growth | -17.04% | -- | -- |
Results are calculated on CAGR basis
About Fund
The main investment objective of the fund is to generate returns commensurate with the performance of the index S&P BSE Sensex based on the plans by investing in the respective index stocks subject to tracking errors. However, there is no assurance that the investment objective of the Schemes will be realized.
The LIC MF BSE Sensex Index Growth has an AUM of 85.13 crores & has delivered CAGR of 9.59 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.16%. The minimum investment in LIC MF BSE Sensex Index Growth is Rs 5000 and the minimum SIP is Rs 200.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations, Communications Services.
Some of the similar funds are LIC MF BSE Sensex Index Growth, Tata Nifty Auto Index Fund Regular Growth, Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth, Kotak BSE PSU Index Fund Regular Growth, SBI Nifty IT Index Fund Regular Growth. LIC MF BSE Sensex Index Growth has a sharpe ratio of 0.17 & a standard deviation of 13.52%.
FAQs
According to the morning star rating LIC MF BSE Sensex Index Growth has a Medium risk & Good return.
LIC MF BSE Sensex Index Growth is managed by Nikhil Kapoor.
The expense ratio of LIC MF BSE Sensex Index Growth is 1.16%.
The 5 year annualized return on LIC MF BSE Sensex Index Growth is 9.59% & it has generated -3.65% in the last 1 year.
The minimum investment in LIC MF BSE Sensex Index Growth is 5000 Rs.
LIC MF BSE Sensex Index Growth has an AUM of 85.13 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.