LIC MF Gold ETF FOF - Direct Plan

AMC: LIC Moderate Risk

📊 Quick Summary Of This Page

LIC MF Gold ETF FOF - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
0.30%
Expense Ratio
Mr. Sumit Bhatnagar
Fund Manager
Growth
Plan Type
01 Jan 2013
Launch Date
1%
1% for exit (redemption/switchout/transfer/SWP) within 15 days from the date of allotment. Nil, if units of scheme are redeemed or switched out after 15 days from the date of allotment.
Exit Load
NAV Momentum
Fund Analysis

LIC MF Gold ETF FOF - Direct Plan has delivered 56.72% absolute return over the last 5 years.

The average return for funds is 61.66% .

This fund ranks #59 in its category based on 5-year returns.

The largest portfolio holding is LIC MUTUAL FUND with a portfolio weight of 99.99% .

Holdings Insights

The fund currently owns more than 3 stocks.

The top 10 holdings account for 100.00% of total assets.

Based on portfolio allocation, this fund appears highly concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 65.63% 2.52%
2 Year Return 145.02% 14.81%
3 Year Return 174.58% 41.29%
4 Year Return 176.62% 54.54%
5 Year Return 328.63% 61.66%
6 Year Return 351.92% 80.31%
7 Year Return 330.59% 90.53%
Expense Ratio 0.30% -
NAV History

📊 Top Holdings

Top 3
Fund Information

AMC: LIC

Category:

Launch Date: 01 Jan 2013

Fund Manager: Mr. Sumit Bhatnagar

Minimum Purchase: ₹5,000

Exit Load: 1% for exit (redemption/switchout/transfer/SWP) within 15 days from the date of allotment. Nil, if units of scheme are redeemed or switched out after 15 days from the date of allotment.

Lock-in: 1

Risk: Moderate Risk

About This Fund

LIC MF Gold ETF FOF - Direct Plan is managed by LIC .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

LIC MF Gold ETF FOF - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of LIC MF Gold ETF FOF - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

LIC MF Gold ETF FOF - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in LIC MF Gold ETF FOF - Direct Plan, based on the latest portfolio data.

LIC MF Gold ETF FOF - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of LIC MF Gold ETF FOF - Direct Plan is , which represents the annual cost charged for managing the fund.

LIC MF Gold ETF FOF - Direct Plan manages assets worth approximately , representing the total investor capital under management.

LIC MF Gold ETF FOF - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

LIC MF Gold ETF FOF - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, LIC MF Gold ETF FOF - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

LIC MF Gold ETF FOF - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing LIC MF Gold ETF FOF - Direct Plan and making investment decisions.

Yes, LIC MF Gold ETF FOF - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

LIC MF Gold ETF FOF - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of LIC MF Gold ETF FOF - Direct Plan to estimate returns and wealth creation over different time periods.