LIC of India - Wealth Plus

F00000H4RI
NAV / 1-Day Return
16.41 / 0.00%
Total Assets
Inception Date
Feb 09, 2010
Expense Ratio
Fee Level
Load
None
Category
India Insurance Aggressive 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

2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
YTD
Investment
N/A
N/A
N/A
-20.01
18.63
2.24
21.83
-1.67
7.27
13.45
6.27
Category
-31.04
43.51
13.45
-15.76
21.17
5.41
28.08
1.46
7.20
21.56
N/A
Index
-38.10
55.93
13.43
-15.44
24.65
5.56
29.08
3.10
8.24
23.64
N/A
Quartile Rank
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is fourth
Percentile Rank
87
86
85
100
93
47
97
# of Invest. in Cat.
27
38
49
63
66
67
66
66
65
66
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 72.02 0.00
Fixed Income 22.89 98.62
Preferred 0.00 0.00
Convertible 0.17 0.00
Cash 4.96 1.38
Other 0.40 0.00

Stock Style

People

Inception Date
Feb 09, 2010
Number of Managers
Longest Tenure
Average Tenure
Advisor(s)
Life Insurance Corporation of India

Management Team

There is no data available for this component.

Manager Timeline

There is no data available for this component.

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

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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