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LIC MF Equity Savings Fund - Regular (G) Monthly Income Plans - Short Term
INVEST

Plan: OPEN | Option: Growth | Sumit Bhatnagar

05 Jun 26 | 12:00 AM

27.92 -0.03 (-0.10%)

  • Underperforms

    1.33%

    Return (1Y)

    underperformed Monthly Income Plans - Short Term by -0.55%

  • More Volatile

    0.32%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Short Term by 0.03%

  • Not so consistent

    6/12

    Months

    Has beaten Monthly Income Plans - Short Term

  • Value research rating

    Not Rated

Scheme Trivia

  • IDBI Monthly Income Plan (G) fund has been given the 8th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Short Term category

  • IDBI Monthly Income Plan (G) fund has been the 10th best in the 5Y SIP performance in the Monthly Income Plans - Short Term category

  • IDBI Monthly Income Plan (G) fund has been given the 8th best Risk adjusted performance for the past 3Y in the Monthly Income Plans - Short Term category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year LIC MF Equity Savings Fund - Regular (G), has underperformed its benchmark, Monthly Income Plans - Short Term by -0.55% (CAGR difference)

1.33%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

06 Jun 2025

Risk

In last 1 year , the volatility of LIC MF Equity Savings Fund - Regular (G),is Higher than its benchmark, Monthly Income Plans - Short Term by 0.03%

0.32%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Monthly Income Plans - Short Term

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 37 Stocks beating the benchmark 20 Stocks not beating the benchmark

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