LIC Mutual Fund PMS strategies

LIC Mutual Fund runs 3 portfolio management strategies listed with APMI, managing โ‚น0.22 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Source: APMI ยท Updated

3 PMS strategies by LIC Mutual Fund, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
LIC MF Value Equity PlusEquityโ€”โ‚น0.19 Cr+16.79%โ€”โ€”โ‚น50 Lakhsโ€”
LIC MF All Weather Asset AllocatorMulti Assetโ€”โ‚น0.02 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
LIC MF Factor AdvantageEquityโ€”โ‚น0.01 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”

Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

Talk to a SEBI-registered adviser about PMS