How to check the XIRR of LIC MF Consumption Fund-Direct Plan-IDCW?

You can track the exact XIRR and portfolio overlapping of LIC MF Consumption Fund-Direct Plan-IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for LIC MF Consumption Fund-Direct Plan-IDCW?

Use the MutualSaathi Portfolio Analyzer to compare LIC MF Consumption Fund-Direct Plan-IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

LIC MF Consumption Fund-Direct Plan-IDCW

LIC Mutual Fund

Expense Ratio: 0.61

Risk: -

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: -

Inception: 31-10-2025

Exit Load: Nil

Fund Size:₹871.31 Cr

Performance

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10Y

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Fund-2.04%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Treps	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	70.98	8.15%
2	Bharti Airtel Ltd.	Equity	Listed	Large Cap	Telecom - Services	29.69	3.41%
3	Mahindra & Mahindra Ltd.	Equity	Listed	Large Cap	Automobiles	25.30	2.90%
4	Apollo Hospitals Enterprise Ltd.	Equity	Listed	Large Cap	Healthcare Services	24.83	2.85%
5	Godfrey Phillips India Ltd.	Equity	Listed	Mid Cap	Cigarettes & Tobacco Products	22.33	2.56%
6	Titan Company Ltd.	Equity	Listed	Large Cap	Consumer Durables	20.74	2.38%
7	TVS Motor Company Ltd.	Equity	Listed	Large Cap	Automobiles	20.44	2.35%
8	LG Electronics India Ltd.	Equity	Listed	Large Cap	Consumer Durables	19.82	2.27%
9	CCL Products (India) Ltd.	Equity	Listed	Small Cap	Agricultural Food & other Products	18.72	2.15%
10	Torrent Pharmaceuticals Ltd.	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	18.47	2.12%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Dec, 25	40000	41165	+2.9%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	25 Nov, 25	1 L.	97964	-2.0%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.