Home› Funds› LIC MF Banking & PSU Fund-Regular Plan-Weekly IDCW

LIC MF Banking & PSU Fund-Regular Plan-Weekly IDCW

LIC · Banking & PSU
Moderate
₹10.40
Current NAV
25 Jun 2026
11.7%
1Y Return
11.7%
3Y CAGR
12.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.77).
  • Very large asset base (AUM: ₹18,820 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.77
Sharpe Ratio
0.97
Beta
6.77
Alpha
1.05
Sortino
Fund Details
Fund House LIC
Category Banking & PSU
AUM ₹18820 Cr
Expense Ratio 1.37%
Min SIP ₹500
Min Lumpsum ₹1000
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