Quotes

Back To Menu

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

Plan: OPEN | Option: Growth | Sumit Bhatnagar

11 Dec 25 | 12:00 AM

27.96 0.04 (0.15%)

  • Underperforms

    5.02%

    Return (1Y)

    underperformed Monthly Income Plans - Short Term by -0.27%

  • More Volatile

    0.52%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Short Term by 0.22%

  • Consistent

    8/12

    Months

    Has beaten Monthly Income Plans - Short Term

  • Value research rating

    Not Rated

Scheme Trivia

  • IDBI Monthly Income Plan (G) fund has been the 9th best in 5Y performance in the Monthly Income Plans - Short Term category

  • IDBI Monthly Income Plan (G) fund has been the 7th best in the 5Y SIP performance in the Monthly Income Plans - Short Term category

  • IDBI Monthly Income Plan (G) fund has been the 9th best in 3Y 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 -0.27% (CAGR difference)

5.02%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

12 Dec 2024

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 0.22%

0.52%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% 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, 25 Stocks beating the benchmark 42 Stocks not beating the benchmark

View Stock Composition