LIC MF Value Equity Plus PMS: Returns, AUM & Details
LIC Mutual Fund Asset Management Ltd • Equity
LIC MF Value Equity Plus is an equity portfolio management service (PMS) strategy run by LIC Mutual Fund Asset Management Ltd, launched on 17 May 2013. It manages ₹0.19 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +19.99% over 1 year, +16.79% over 3 years and +13.14% over 5 years (+10.12% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.19 Cr
3-year return
+16.79%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹0.19 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
17/05/2013
Trailing Returns
Trailing returns
Period
Return
1 Month
-2.67%
3 Months
+7.62%
1 Year
+19.99%
3 Years
+16.79%
5 Years
+13.14%
Since Inception
+10.12%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about LIC MF Value Equity Plus
What are the returns of LIC MF Value Equity Plus?
LIC MF Value Equity Plus has a 1-year return of +19.99%, a 3-year return of +16.79%, a 5-year return of +13.14% and +10.12% since inception. Past performance is not indicative of future results.
What is the AUM of LIC MF Value Equity Plus?
LIC MF Value Equity Plus manages ₹0.19 Cr of client assets.
What is the minimum investment for LIC MF Value Equity Plus?
The minimum investment for LIC MF Value Equity Plus is ₹50 Lakhs.
When was LIC MF Value Equity Plus launched?
LIC MF Value Equity Plus was launched on 17 May 2013. It has a 13-year track record.