LIC MF Focused Fund Growth

• Alpha -1.85%
• Beta 0.93
• Sharpe Ratio0.56
• Std Deviation 14.48%
• Tracking Error 4.22%

The investment objective of the Scheme is to provide long term capital appreciation by investing in concentrated portfolio of large cap focused equity and equity related instruments of up to 30 companies and balance in debt and money market instruments. However there can be no assurance that the investment objective of the Scheme will be realized.

The LIC MF Focused Fund Growth has an AUM of 140.33 crores & has delivered CAGR of 18.57% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.52%. The minimum investment in LIC MF Focused 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 Kotak Mahindra Bank, Tata Consultancy Services, Tata Consumer Products & Techno Electric And Engineering.

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

Some of the similar funds are JM Focused Fund - Growth Option, Baroda BNP Paribas Focused Regular Growth, Union Focused Fund Regular Growth, LIC MF Focused Fund Growth, ITI Focused Equity Fund Regular Growth. LIC MF Focused Fund Growth has a sharpe ratio of 0.56 & a standard deviation of 14.48%.