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 MF Healthcare Fund-Regular Plan-Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, 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
TopFund Score: 52/100 · Average
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)23.38%
- Expense ratio (20%)1.37%
- AUM (15%)₹98 Cr
Not investment advice — an analytical read of public fund data. Methodology →
LIC Mutual Fund · Equity · Sectoral
₹38.33
AUM: ₹97 Cr
NAV updated 19 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
1.37%
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Fund Manager
Alok Ranjan
Inception
Feb 2019
Benchmark
BSE Healthcare Total Return Index
Sharpe Ratio
1.15
Std Dev (1Y)
12.79%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.97%
3m
+13.46%
6m
+22.2%
1y
+19.62%
3y
+23.38%
5y
+13.06%
10y
—
since inception
+21.23%
TopFund's Take on LIC MF Healthcare Fund-Regular Plan-Growth
LIC MF Healthcare Fund-Regular Plan-Growth sits in the middle of the pack for Sectoral funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 52/100.
Cost: At 1.37%, the expense ratio runs 38% above the Sectoral category average of 0.99%. 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 strong Sharpe ratio of 1.15 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 12.79% is fairly typical for Sectoral funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
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
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about LIC MF Healthcare Fund-Regular Plan-Growth
The current NAV (Net Asset Value) of LIC MF Healthcare Fund-Regular Plan-Growth is ₹38.33. NAV is updated every business day after market close by AMFI.
1Y: 19.62% · 3Y CAGR: 23.38% · 5Y CAGR: 13.06%
The expense ratio of LIC MF Healthcare Fund-Regular Plan-Growth is 1.37% per annum. This is the annual fee charged by the fund to manage your investment.
LIC MF Healthcare Fund-Regular Plan-Growth is managed by Alok Ranjan at LIC Mutual Fund.
LIC MF Healthcare Fund-Regular Plan-Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
LIC MF Healthcare Fund-Regular Plan-Growth is a Sectoral fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in LIC MF Healthcare Fund-Regular Plan-Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of LIC MF Healthcare Fund-Regular Plan-Growth is ₹98 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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