LIC of India - Health Protection Plus

F00000H4RF
NAV / 1-Day Return
35.44 / -0.05%
Total Assets
8.1 Bil
Inception Date
Apr 29, 2009
Expense Ratio
Fee Level
Load
None
Category
India Insurance Conservative Allocation
Investment Style
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.00%
Turnover

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
2.69
9.74
12.11
2.92
7.53
11.02
8.77
2.59
13.81
9.65
0.40
Category
5.16
10.74
9.53
3.78
7.82
12.03
8.62
2.47
10.23
7.99
N/A
Index
7.42
11.94
8.85
5.28
10.76
14.19
7.07
3.11
9.83
9.88
N/A
Quartile Rank
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Percentile Rank
93
76
21
77
72
84
43
42
12
36
# of Invest. in Cat.
77
77
78
77
53
68
69
66
61
65
Category Name
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation
IN013 India Insurance Conservative Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 22.81 0.00
Fixed Income 71.61 98.62
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 5.51 1.38
Other 0.39 0.00

Stock Style

People

Inception Date
Apr 29, 2009
Number of Managers
1
Longest Tenure
3.5 Years
Average Tenure
3.5 Years
Advisor(s)
Life Insurance Corporation of India

Management Team

Sep 30, 2021 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Above Avg.
Return vs. Category
Above Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
0 0
Bond Holding
0 0
Other Holding
0 0
Total Holding
0 0
Equity Holdings
0
Bond Holdings
0
Other Holdings
0
Total Holdings
0
% Assets in Top 10 Holdings
Reported Turnover %
As of —
Women Directors %
Women Executives %
The top 0 largest holdings are available for display across Equity, Bond and Other.

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