LIC Mutual Fund Dividend Fund - Regular Plan - Growth returns analysis 2026
Aayiye ab baat karte hain is fund ke returns ki:
| Duration | Fund Returns (%) | Benchmark Returns (%) |
|------------|------------------|-----------------------|
| 1 Year | 2% | Data not available |
| 3 Years | 16.37% | Data not available |
| 5 Years | 9.52% | Data not available |
Fund ne historical returns mein stability dikhai hai. 1 saal ka return 2% hai, jo market ke overall performance se kaafi lower hai. Lekin 3 saal aur 5 saal ke returns, jo ki 16.37% aur 9.52% hain, yeh darshata hai ki fund ne long-term mein achha kiya hai.
### Consistency and Volatility
Fund ka performance consistent raha hai, lekin kuch market downturns ke dauran volatility bhi dekhi gayi hai. Fund manager Yogesh Patil ka experience zaroor is performance mein contribute karta hai, kyunki unka focus long-term wealth creation par hai.
### Comparison with Benchmark
Is fund ka benchmark Nifty Dividend Opportunities 50 TRI hai, jo ki high dividend yielding stocks ka performance track karta hai. Fund ne apne benchmark ke saath milkar returns produce kiye hain, lekin short-term mein yeh thoda pichhe raha hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
LIC Mutual Fund Dividend Fund - Regular Plan - Growth portfolio breakdown for investors
### Top Holdings
LIC Mutual Fund Dividend Fund - Regular Plan - Growth ki top 5 holdings hain:
- HDFC Bank Ltd. (5.8%)
- ICICI Bank Ltd. (5.2%)
- Larsen & Toubro Ltd. (4.9%)
- Reliance Industries Ltd. (4.5%)
- Infosys Ltd. (4.1%)
### Sector Allocation
Ye fund kaafi diversified hai aur iski holdings different sectors mein spread hui hain, jisse overall portfolio stability badhata hai. Financial sector se lekar IT tak, is fund ka focus un companies par hai jo consistent dividend declare karti hain.
### Strategy
Fund manager Yogesh Patil ne apni strategy mein high quality aur dividend yielding companies par focus kiya hai. Iska matlab hai ki ye fund aise stocks mein invest karta hai jo market volatility ke dauran bhi stability aur returns provide kar sakte hain. Investors ko yeh dekhna chahiye ki portfolio diversification kis tarah se unke overall investment goals se align karta hai.
LIC Mutual Fund Dividend Fund - Regular Plan - Growth riskometer and downside risk
LIC Mutual Fund Dividend Fund - Regular Plan - Growth ka riskometer moderate hai, jo yeh darshata hai ki yeh fund kisi bhi investor ke liye significant risk nahi uthata. Lekin, sabhi investments mein kuch volatility hoti hai, aur is fund se bhi aapko kuch short-term fluctuations dekhne ko mil sakte hain.
Yeh fund moderate risk profile wale investors ke liye suitable hai, jo long-term return generation ke liye tayyar hain. Agar aap high-risk investments se door rehna chahte hain, toh yeh fund aapke liye sahi ho sakta hai. Is fund ka Sharpe ratio data available nahi hai, lekin overall risk assessment se yeh pata chalta hai ki ye fund conservative investors ke liye achha option hai.