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LIC MF BSE Sensex Index Fund-Regular Plan-Growth is an index scheme managed by LIC Mutual Fund. Three-year compounded annual return is 5.91%, placing it in the 2nd percentile of Index peers. It has ranked in the top half of its category for 5 of the last 12 reported years. The total expense ratio is 1.05% on assets of ₹91Cr. The fund is currently managed by Nikhil Kapoor, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Kotak Mahindra Bank Limited | Financial Services | 3.08% |
| Bajaj Finance Limited | Financial Services | 2.75% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 1 | 34.74% |
| Petroleum Products | 1 | 10.65% |
| IT - Software | 4 | 9.68% |
| Telecom - Services | 1 | 5.90% |
| Diversified FMCG | 2 | 5.53% |
| Construction | 1 | 5.15% |
| Automobiles | 2 | 4.97% |
| Finance | 1 | 3.82% |
| Power | 2 | 3.67% |
| Consumer Durables | 2 | 3.17% |
| Retailing | 2 | 2.93% |
| Pharmaceuticals & Biotechnology | 1 | 2.14% |
| Ferrous Metals | 1 | 1.89% |
| Aerospace & Defense | 1 | 1.68% |
| Cement & Cement Products | 1 | 1.49% |
| Transport Infrastructure | 1 | 1.33% |
| Transport Services | 1 | 1.05% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 5Y | 7.44% | 10.02% | 13.89% | 16.27% | 19.83% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 5.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.