LIC MF BSE Sensex Index Fund

Ticker: mf13766
Decent 68/100

☆ Add to Watchlist

More Options

Business Overview

The LIC MF BSE Sensex Index Fund is a passive investment option that aims to replicate the performance of the BSE Sensex, one of India's leading stock market indices. Ideal for investors seeking long-term wealth creation, this fund offers a low-cost entry into the equity market. It is designed for those who prefer a hands-off approach to investing while still gaining exposure to India's top-performing companies. With its transparent structure and potential for steady returns, it stands as a reliable choice for both new and seasoned investors.

  • Tracks the BSE Sensex for optimal market exposure
  • Ideal for long-term wealth creation
  • Low expense ratio for cost-effective investing
  • Suitable for both novice and experienced investors
  • Transparent and straightforward investment strategy

Investment Thesis

The LIC MF BSE Sensex Index Fund presents a compelling investment opportunity due to its strong backing from LIC, a trusted promoter group. With the growing adoption of digital services in the financial sector, this fund is poised for significant growth. Additionally, its attractive valuation compared to peers makes it an appealing choice for retail investors.

  • Strong promoter group: Backed by LIC, a well-established and credible institution.
  • Digital services growth: Capitalizing on the increasing trend of digital adoption in finance.
  • Attractive valuation: Positioned favorably compared to peer funds, enhancing investment appeal.
  • Diversified exposure: Provides investors with a broad market index investment.
  • Long-term potential: Aligns with India's economic growth trajectory and market expansion.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top Indian companies
  • Potential for long-term capital appreciation
  • Low expense ratio compared to active funds
  • Rising retail investor participation in equity
  • Strong historical performance of BSE Sensex
Risks ⚠️
  • Market volatility affecting fund value
  • Economic downturns impacting stock prices
  • Interest rate hikes may affect returns
  • Limited control over individual stock selection
  • Regulatory changes impacting mutual funds
📊 Stock Investment Checklist (100 Points)
LIC MF BSE Sensex Index Fund • Updated: 2025-09-29 16:14:24
  • 10
    Business
    High
    The fund invests in a diversified portfolio of companies in the BSE Sensex, which is a well-established index.
  • 10
    Growth
    High
    The index has shown consistent growth over the years, reflecting the overall economic growth.
  • 10
    Profitability
    High
    The underlying companies generally exhibit strong ROE and ROCE.
  • 8
    Valuation
    High
    Valuation metrics are in line with historical averages, but some stocks may be overvalued.
  • 7
    Balance
    High
    The fund's underlying companies maintain a healthy balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are concerns about transparency in some companies.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with some signs of momentum but also liquidity concerns.
Final Score & Verdict
Score 68 / 100 • Decent
The LIC MF BSE Sensex Index Fund presents a decent investment opportunity with moderate risks, driven by the overall growth of the index.


Latest News

More ↗

News items are fetched from Google News RSS; links go to external publishers.