LIC PMS Logo

LIC Value Equity+ PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The LIC Value Equity+ PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Large & Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of 32.29%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

LIC Value Equity+ PMS Strategy or Investment Approach - PMS Details

Strategy Name

Value Equity+

Start Date

17 May 2013

Category

Large & Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Mahesh Bendre

1 Yr. Return

32.29%

3 Yr. Return

21.52%

5 Yr. Return

17.25%

LIC Value Equity+ Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

27

Top 5 Stocks%

42.94%

Top 5 Sectors%

63.64%

Portfolio Age

12 Yrs

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

LIC Value Equity+ PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

2% of Fund Value

Variable Profit Sharing

20% (if above 10.00% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

LIC Value Equity+ PMS Investment Approach - Portfolio Composition

Large Cap

58.12%

Mid Cap

40.35%

Small Cap

0.00%

Cash & Equivalent

1.53%

Check out Business Opportunities with Similar Brands

LIC Value Equity+ Portfolio Strategy - Top 5 Sectors

Banks

Not Disclosed

Industrial Products

Not Disclosed

Retailing

Not Disclosed

Non Banking Financial Company (NBFC)

Not Disclosed

Services

Not Disclosed

Customer ratings and reviews of LIC Value Equity+ PMS Strategy

Double your Investment in 3 YearsInvest in PMS