LIC of India - Samridhi Plus

F00000MAOQ
NAV / 1-Day Return
Total Assets
Inception Date
Feb 25, 2011
Expense Ratio
Fee Level
Load
None
Category
India Insurance Aggressive Allocation
Investment Style
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.00%
Turnover

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 YTD
Manager Change : Full Partial
Total Return %
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Investment
N/A 23.63 5.30 25.57 -1.31 9.24 18.84 3.53 4.53 6.95 5.14
Category
-15.76 21.17 5.41 28.08 1.46 7.20 21.56 0.28 8.36 14.78 N/A
Index
-15.44 24.65 5.56 29.08 3.10 8.24 23.64 2.83 10.66 17.98 N/A
Quartile Rank
Quartile Rank is first Quartile Rank is third Quartile Rank is third Quartile Rank is fourth Quartile Rank is first Quartile Rank is third Quartile Rank is first Quartile Rank is fourth Quartile Rank is fourth
Percentile Rank
20 53 75 92 10 71 16 88 100
# of Invest. in Cat.
63 66 67 66 66 65 66 65 63 51
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 72.86 0.00
Fixed Income 21.22 99.60
Preferred 0.00 0.00
Convertible 0.20 0.00
Cash 5.20 0.40
Other 0.56 0.00

Stock Style

People

Inception Date
Feb 25, 2011
Number of Managers
1
Longest Tenure
14.0 Years
Average Tenure
14.0 Years
Advisor(s)
Life Insurance Corporation of India

Management Team

Feb 25, 2011 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings


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