LILIC MFDirect · IDCW

LIC Nomura MF Opportunities Fund - Dividend - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: BSE 200
NAV · 06 May 2013₹10.62+0.40%
AUM₹27 Crfrom this fund's primary plan
Expense Ratio2.20%
CAGR
Exit Load1% On or Before 1Y
Min SIP₹500from this fund's primary plan
Launched2013

Investment Objective

The scheme aims to provide capital growth in long-term with reasonable risk levels by investing mainly in companies which are in sectors which have a high growth potential at that point of time.

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Fund Managers
NK
Nobutaka Kitajima
Fund Manager
Key Information
2.20%
₹500from this fund's primary plan
₹5,000
1% On or Before 1Y
Nil
Inception01 Jan 2013
AMCLIC MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.40%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.20%
1% On or Before 1Y
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme