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LIC MF Equity Savings Fund(G)-Direct Plan

LIC MF Equity Savings Fund(G)-Direct Plan

Hybrid•Direct Growth•Medium Risk

+6.69%

5Y annualised

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NAV : 23 Oct 2026

₹31.72

Min. SIP amount

₹200

Fund size (AUM)

38 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
₹3,26,138

Stock Allocation

Stock nameSectorAllocation
TrepsCash & Cash Equivalents And Net Assets22.18%
Lic Mf Liquid Fund-Dr Pln-GrDomestic Mutual Funds Units9.73%
Cipla Ltd.Healthcare2.66%

Fund Composition

₹38 Cr

Large Cap

41.82%

Mid Cap

16.62%

Small Cap

7.90%

Others

33.65%

Sector Allocation

₹38 Cr

Cash & Cash Equivalents And Net Assets

22.59%

Domestic Mutual Funds Units

11.06%

Automobile & Ancillaries

11.03%

Bank

9.45%

Healthcare

8.46%

Retailing

4.80%

It

4.45%

Finance

3.73%

Others

23.97%

Minimum investments

Min. for SIP₹200
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

+10.65%
H

HSBC Equity Savings Fund(G)-Direct Plan

+12.22%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
B

Bandhan Equity Savings Fund(G)-Direct Plan

+6.95%
A

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

+7.47%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+8.99%
F

Franklin India Equity Savings Fund(G)-Direct Plan

+7.11%
A

Axis Equity Savings Fund(G)-Direct Plan

+8.97%

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 ₹31.72 (as of 23 Oct 2026).

LIC MF Equity Savings Fund(G)-Direct Plan has delivered -1.01% in 1 year, 7.94% in 3 years, and 6.69% 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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