Log In Sign Up

Unlisted Shares

IPO & Startups

Mutual Funds

PMS

Listed

Analyse

Track

ChatGPT Claude Perplexity
Summarize with
ChatGPT Claude Perplexity
Join Channel
LIC MF BSE Sensex Index Fund - Regular Plan - Growth
Equity Index Funds Very High Risk Fund Managers: Nikhil Kapoor, Sasikant Aravamuthan

My Notes

No Notes Added Yet

📓 Notes
-11.93%
1Y Return
-1.18% 1D
Overview Returns Historical Holdings Peer Comparison Fund Managers AMC FAQ
Latest NAV
₹138.24
Fund Size
₹87 Cr
Turnover Ratio
0.05
Lock-in Period
Nil
Inception Date
28 Nov 2002
Return Since Inception
12.07%
Fund Type
Open ended scheme
Min. Lumpsum / SIP
₹5000 / ₹500

The scheme aims to generate returns commensurate with the performance of BSE Sensex by investing in the index stocks, subject to tracking errors.

Looking to Grow Your Wealth with Mutual Funds?

Expert-managed portfolios tailored to your financial goals and risk appetite.

NAV Performance
Historical Net Asset Value
-11.93% 1Y Return
≤ 1 year — Absolute; > 1 year — CAGR
Return Calculator
Estimation based on past performance
Monthly Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0 (0%)
Lumpsum Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0 (0%)
Returns and Rankings
Benchmark: BSE SENSEX - TRI
Index Funds 1M3M6M9M1Y 2Y3Y4Y5Y10YALL
Fund returns -0.64%-5.48% -5.59%-11.07% -11.93%-4.55% 4.11%5.89% 3.83%10.22% 12.07%
Category returns -0.61%-5.42% -5.39%-10.86% -11.58%-4.12% 4.6%6.39% 4.27%10.61% N/A
Absolute returns -0.64%-5.48%-5.59%-11.07%-11.93%-8.9%12.84%25.73%20.66%164.61% 1423.87%
Rank within category 11/12 10/12 10/11 10/11 10/10 9/9 8/8 6/6 5/5 4/4 N/A
≤ 1 year — Absolute; > 1 year — CAGR
Historical Data
Benchmark: BSE SENSEX - TRI
Index Funds 20162017201820192020202120222023202420252026
Yearly returns1.57%27.43%5.64%14.6%15.93%21.89%4.65%19.03%8.24%9.11%-13.16%
Q1 returns-3.11%11.06%-3.5%6.95%-28.22%3.52%0.37%-3.12%1.87%-1.05%-15.62%
Q2 returns6.76%4.42%7.64%2.05%18.09%6.12%-9.16%10.1%7.61%8.32%6.55%
Q3 returns2.99%1.13%2.17%-1.68%9.26%12.6%8.31%1.78%6.63%-3.99%-5.18%
Q4 returns-4.66%8.65%-0.45%6.79%25.18%-1.46%5.97%9.65%-7.4%6.02%1.87%
Expense Ratio, Exit Load & Tax
Expense Ratio: 1.06% (Inclusive of GST)
Exit Load

0.25% on or before 7D, Nil after 7D

Advanced Ratios
Alpha-0.224884
Beta0.9957
Sharpe Ratio-0.0420871
Sortino Ratio-0.0720431
Risk Metrics
R-Squared0.9839
Tracking Error0.4181
Downside Risk20.3424
Std. Deviation (Annualised)12.4916
Peer Comparison
Index Funds 1M3M6M9M1Y3Y5Y10YALL Fund Size (Cr)Exp. RatioSharpeRisk
ICICI Prudential BSE Sensex Index Fund - Growth -0.59% -5.35% -5.28% -10.71% -11.39% 4.9% 4.54% N/A 10.29% 1,739.70 0.33 -0.02 Very High
UTI BSE Sensex Index Fund - Regular Plan - Growth -0.59% -5.34% -5.28% -10.71% -11.37% 4.87% N/A N/A 6.23% 183.82 0.31 -0.03 Very High
HDFC BSE Sensex Index Fund - Growth -0.6% -5.36% -5.31% -10.78% -11.48% 4.8% 4.48% 10.97% 13.46% 7,972.95 0.38 -0.03 Very High
SBI BSE Sensex Index Fund - Regular Plan - Growth -0.6% -5.37% -5.33% -10.8% -11.53% 4.68% N/A N/A 5.77% 288.11 0.43 -0.03 Very High
Nippon India Index Fund - BSE Sensex Plan - Growth -0.61% -5.39% -5.37% -10.84% -11.56% 4.66% 4.28% 10.65% 8.63% 873.88 0.51 -0.03 Very High
Tata BSE Sensex Index Fund - Regular Plan - Growth -0.62% -5.41% -5.42% -10.98% -11.66% 4.54% 4.25% 10.59% 13.9% 364.28 0.58 -0.03 Very High
Navi BSE Sensex Index Fund - Regular Plan - Growth -0.65% -5.51% -5.64% -11.18% -11.79% 4.2% N/A N/A 3.93% 17.58 1.10 -0.04 Very High
LIC MF BSE Sensex Index Fund - Regular Plan - Growth Current -0.64% -5.48% -5.59% -11.07% -11.93% 4.11% 3.83% 10.22% 12.07% 86.71 1.06 -0.04 Very High
Axis BSE Sensex Index Fund - Regular Plan - Growth -0.63% -5.45% -5.47% -10.86% -11.6% N/A N/A N/A 0.93% 51.12 0.84 -0.11 Very High
Kotak BSE Sensex Index Fund - Regular Plan - Growth -0.61% -5.37% -5.34% -10.84% -11.53% N/A N/A N/A -0.93% 24.74 0.47 -0.12 Very High
Holdings (0)
Instrument Type
Sector
NameSectorInstrumentAssets %
Total0.00%
FUND MANAGERS
Managed By Experts
MN
Mr. Nikhil Kapoor
in

Overall 15+ years of experience in Equity Reseach and Fund Management.

Age
39 Yrs
Experience
15 Years
Reported
07 Apr 2026
Executive MBA, PGDBM, BMS
FAQ
All You Need To Know About Mutual Funds
It is an Open ended scheme that primarily invests in Index Funds.
The scheme aims to generate returns commensurate with the performance of BSE Sensex by investing in the index stocks, subject to tracking errors.
The scheme benchmark is the BSE SENSEX - TRI.
It is classified as Very High Risk.
1-year: -11.93% | 3-year: 4.11% | 5-year: 3.83%
Top holdings include:
The NAV is around ₹138.24.
The fund's AUM is approximately ₹87 Cr.
The expense ratio for the Regular Plan is 1.06%.
0.25% on or before 7D, Nil after 7D.
Minimum SIP starts at ₹500.
The minimum lump sum investment is ₹5000.
You can start a SIP through the Sharescart platform. Enter KYC details, choose the Regular Growth option, set SIP amount and frequency, and submit.
The fund managers: Nikhil Kapoor, Sasikant Aravamuthan
This fund is suitable for investors with a Very High risk tolerance.
📈

Looking to Grow Your Wealth with Mutual Funds?

Get personalized portfolio management services designed to grow and protect your wealth.

Search for mutual funds here

×
Loading scheme details...

Place Order

LIC MF BSE Sensex Index Fund - Regular Plan - Growth
Very High Risk | Index Funds | Equity
UCC
FIRST HOLDER
₹
Minimum SIP Amount: ₹500
SIP Duration
End date will follow selected start date day.
Maximum installment option selected.
By clicking on Place Order, I confirm that I have read all the Scheme Information Document.
whatsapp

Error!

View quotes