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LIC MF Equity Savings Fund(G)-Direct Plan

LIC MF Equity Savings Fund(G)-Direct Plan

HybridDirect GrowthMedium Risk

+7.77%

5Y annualised

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NAV : 04 Sep 2026

₹32.69

Min. SIP amount

₹200

Fund size (AUM)

37 Cr

Expense ratio

1.17%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,31,852

Stock Allocation

Stock nameSectorAllocation
TrepsCash & Cash Equivalents And Net Assets21.48%
Lic Mf Liquid Fund-Dr Pln-GrDomestic Mutual Funds Units9.89%
Cipla Ltd.Healthcare2.99%

Fund Composition

37 Cr

Large Cap

46.08%

Mid Cap

17.72%

Small Cap

4.04%

Others

32.16%

Sector Allocation

37 Cr

Cash & Cash Equivalents And Net Assets

20.93%

Domestic Mutual Funds Units

11.24%

Automobile & Ancillaries

10.84%

Healthcare

9.25%

Bank

8.96%

It

6.01%

Retailing

5.10%

Capital Goods

3.91%

Others

23.74%

Minimum investments

Min. for SIP200
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

Exit load, stamp duty and tax

Exit load

Nil upto 12% of units and 1% for remaining units on or before 3M, Nil after 3M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SP

Siddharth Panjwani

Present

PS

Pratik Shroff

Present

Similar/Peer Fund Comparison

Fund name
E

Edelweiss Equity Savings Fund(G)-Direct Plan

+11.63%
H

HSBC Equity Savings Fund(G)-Direct Plan

+13.26%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+9.82%
M

Mirae Asset Equity Savings Fund(G)-Direct Plan

+10.18%
A

Axis Equity Savings Fund(G)-Direct Plan

+9.92%
K

Kotak Equity Savings Fund(G)-Direct Plan

+10.53%
A

Aditya Birla SL Equity Savings Fund(G)-Direct Plan

+8.27%

FAQs

LIC MF Equity Savings Fund(G)-Direct Plan is a part of LIC Mutual Fund Asset Management Limited, it was incepted on 01 Jan 2013. This fund is managed by Siddharth Panjwani and Pratik Shroff. It is a Hybrid type of fund.

The current NAV of LIC MF Equity Savings Fund(G)-Direct Plan is ₹32.69 (as of 04 Sep 2026).

LIC MF Equity Savings Fund(G)-Direct Plan has delivered 4.08% in 1 year, 9.03% in 3 years, and 7.77% in 5 years (annualised).

The minimum SIP amount for LIC MF Equity Savings Fund(G)-Direct Plan is ₹200.

The expense ratio of LIC MF Equity Savings Fund(G)-Direct Plan is 1.17%.

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