LIC MF BSE Sensex Index Growth

• Alpha -1.01%
• Beta 0.99
• Sharpe Ratio0.45
• Std Deviation 11.22%
• Tracking Error 0.32%

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 91.99 crores & has delivered CAGR of 13.70% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.15%. 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 Moderate & Exceptional respectively.

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 Nifty Next 50 Index Growth, LIC MF BSE Sensex Index Growth, Tata Nifty Auto Index Fund Regular Growth, ICICI Prudential Nifty Pharma Index Fund Regular Growth, Tata Nifty Financial Services Index Fund Regular Growth. LIC MF BSE Sensex Index Growth has a sharpe ratio of 0.45 & a standard deviation of 11.22%.