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

Plan: OPEN | Option: Growth | Sumit Bhatnagar

25 Oct 24 | 12:00 AM

25.66 -0.21 (-0.81%)

  • Underperforms

    13.24%

    Return (1Y)

    underperformed Monthly Income Plans - Short Term by -2.50%

  • More Volatile

    0.41%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Short Term by 0.11%

  • Inconsistent

    3/11

    Months

    Has underperformed Monthly Income Plans - Short Term

  • Value research rating

    Not Rated

Scheme Trivia

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

  • IDBI Monthly Income Plan (G) fund has been the 10th best in 3Y performance in the Monthly Income Plans - Short Term category

  • IDBI Monthly Income Plan (G) fund has been the 10th best in 1Y performance 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 -2.50% (CAGR difference)

13.24%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

23 Nov 2023

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 0.11%

0.41%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 11 Months, i.e 27.27% 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, 30 Stocks beating the benchmark 23 Stocks not beating the benchmark

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