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LIC MF Equity Savings Fund(Q-IDCW)

Ticker: mf17725
Decent 68/100

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U
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Business Overview

LIC MF Equity Savings Fund is a unique investment option designed for conservative investors seeking to balance risk and returns. This fund strategically invests in equities, fixed income, and derivatives, making it suitable for those looking to enhance their portfolio while minimizing volatility. With a focus on long-term wealth creation, it caters to both new and seasoned investors aiming for steady growth. The fund's professional management and disciplined approach ensure that your investments are in safe hands.

  • Balanced investment strategy combining equities and fixed income
  • Ideal for conservative investors seeking stable returns
  • Professional management by experienced fund managers
  • Focus on long-term wealth creation
  • Minimizes volatility while maximizing growth potential

Investment Thesis

LIC MF Equity Savings Fund stands out due to its strong backing from the LIC promoter group, ensuring credibility and trust. With a growing focus on digital services and an attractive valuation compared to peers, this fund presents a compelling investment opportunity for retail investors seeking stability and growth.

  • Strong promoter group: Backed by LIC, a trusted name in the Indian financial sector.
  • Digital services growth: Leveraging technology to enhance customer experience and reach.
  • Attractive valuation: Positioned favorably compared to peer funds, offering potential upside.
  • Diversified portfolio: Balances equity exposure with fixed income for risk mitigation.
  • Long-term growth potential: Aligns with India's economic growth trajectory and increasing retail investor participation.

Opportunity vs Risk

Opportunities
  • Potential for steady income
  • Diversified equity exposure
  • Tax benefits on long-term gains
  • Rising market participation
  • Strong historical performance
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Economic downturns
  • Regulatory changes
  • Management performance variability

Peer Perspective

LIC MF Equity Savings Fund trades at a slight premium to peers like HDFC Equity Savings Fund and ICICI Prudential Equity Savings Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
LIC MF Equity Savings Fund(Q-IDCW) • Updated: 2025-10-01 15:07:28
  • 10
    Business
    High
    The sector is evolving but lacks a strong moat.
  • 10
    Growth
    High
    Moderate revenue growth, but inconsistent profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are below industry averages.
  • 8
    Valuation
    High
    Valuation metrics are higher than peers.
  • 6
    Balance
    Good
    Debt levels are manageable but liquidity is a concern.
  • 7
    Governance
    High
    Promoter holding is decent, but some pledging exists.
  • 5
    Drivers
    Good
    Limited growth catalysts identified.
  • 5
    Technicals
    Good
    Weak momentum and liquidity issues.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential but faces several challenges that could impact future performance.