Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

LIC Mutual Fund

LIC MF Gold ETF Fund of Fund-Regular Plan-Growth

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 73/100 · Good

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)35.53%
  • Expense ratio (20%)0.35%
  • AUM (15%)₹858 Cr

Not investment advice — an analytical read of public fund data. Methodology →

LIC Mutual Fund · Commodities · Gold

₹41.06

+1.72 (+4.38%)

AUM: ₹858 Cr

NAV updated 5 days ago

Plan

Regular

Option

Growth

Expense Ratio

0.35%

Exit Load

Exit load of 1%, if redeemed within 15 days.

Fund Manager

Nitin Dattaram Dalvi

Inception

Jan 2013

Benchmark

Domestic Price of Gold

Sharpe Ratio

0.8

Std Dev (1Y)

33.64%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-4.77%

3m

+2.91%

6m

+3.08%

1y

+36.28%

3y

+35.53%

5y

+25.65%

10y

+15.58%

since inception

+33.41%

TopFund's Take on LIC MF Gold ETF Fund of Fund-Regular Plan-Growth

LIC MF Gold ETF Fund of Fund-Regular Plan-Growth holds up reasonably well within the Gold category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 73/100.

Cost: At 0.35%, the expense ratio runs 84% above the Gold category average of 0.19%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.8 — decent risk-adjusted performance, without being exceptional. Separately, with 33.64% annualised volatility, this is among the more turbulent funds in the Gold space — expect sharp swings in both directions.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Commodities fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Unspecified 100.48%

Asset Allocation

Mutual Fund 99.93%
Repo 0.43%

Frequently Asked Questions about LIC MF Gold ETF Fund of Fund-Regular Plan-Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

Discussion

User-generated content — not investment advice, and not verified or endorsed by TopFund.

No comments yet — start the discussion.