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LIC MF Banking and Financial Services Fund
An open ended equity scheme investing in banking & financial companies
The investment objective of the scheme is to generate long-term capital appreciation for unit holders from a portfolio that is invested substantially in equity and equity related securities of companies engaged in the banking and financial services sector. However, there can be no assurance that the investment objective of the scheme will be realized.
- The fund is suitable for the investors who are looking for capital appreciation with a long-term investment horizon.
- For those who have high-risk appetite and may tolerate higher volatility compared to other diversified portfolios.
- Those who would like to add Banking & Financial Services Fund to their existing core portfolio.
- Those who have an investment horizon of more than 3 years.
This product is suitable for investors who are seeking.
- Capital appreciation over long term.
- Investment predominantly in a portfolio of equity and equity related securities of companies engaged in banking and financial services.
- Risk - Very High.
Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Top holding where the fund has invested ( As on 31-Mar-2025 )
Power Finance Corporation Ltd.8.43 %
Government Bond8.15 %
State Government Bond8.04 %
REC Ltd.8.01 %
Export Import Bank of India7.81 %
Small Industries Development Bk of India7.59 %
Indian Railway Finance Corporation Ltd.7.52 %
National Bk for Agriculture & Rural Dev.7.44 %
Power Grid Corporation of India Ltd.5.26 %
NLC India Ltd.3.90 %
Fund Information
- Inception : 27/03/2015
- Entry Load : Not Applicable
- Exit Load : • 12% of the units ...more
