LIC MF Flexi Cap Fund Growth

• Alpha -1.15%
• Beta 0.80
• Sharpe Ratio0.37
• Std Deviation 14.93%
• Tracking Error 6.28%

The main investment objective of the scheme is to provide capital growth by investing across Large, Mid & Small Cap stocks. The investment portfolio of the scheme will be constantly monitored and reviewed to optimise capital growth. However, there is no assurance that the investment objective of the Schemes will be realized.

The LIC MF Flexi Cap Fund Growth has an AUM of 1433.33 crores & has delivered CAGR of 18.11% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.31%. The minimum investment in LIC MF Flexi Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 200.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Piramal Pharma, Jtl Industries & Tech Mahindra.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Biotechnology & Drugs & Software & Programming.

Some of the similar funds are LIC MF Flexi Cap Fund Growth, Mahindra Manulife Flexi Cap Fund Regular Growth, 360 ONE Flexicap Fund Regular Growth, Baroda BNP Paribas Flexi Cap Fund Regular Growth, ITI Flexi Cap Fund Regular Growth. LIC MF Flexi Cap Fund Growth has a sharpe ratio of 0.37 & a standard deviation of 14.93%.