LIC of India - Samridhi Plus

F00000MAOQ
NAV / 1-Day Return
23.60 / 0.61%
Total Assets
—
Inception Date
Feb 25, 2011
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

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Investment
N/A
23.63
5.30
25.57
-1.31
9.24
18.84
3.53
4.53
6.95
5.14
Category
-15.76
21.17
5.41
28.08
1.46
7.20
21.56
0.28
8.36
14.78
N/A
Index
-15.44
24.65
5.56
29.08
3.10
8.24
23.64
2.83
10.66
17.98
N/A
Quartile Rank
—
Quartile Rank is first
Quartile Rank is third
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is fourth
—
Percentile Rank
—
20
53
75
92
10
71
16
88
100
—
# of Invest. in Cat.
63
66
67
66
66
65
66
65
63
51
—
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
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
Category: Aggressive Allocation as of Feb 28, 2025 | Index: CRISIL Hybrid 35+65 - Agg TR INR as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Feb 25, 2011
Number of Managers
1
Longest Tenure
14.1 Years
Average Tenure
14.1 Years
Advisor(s)
Life Insurance Corporation of India

Management Team

J Zaveri
Feb 25, 2011 –Present

Manager Timeline

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

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.

STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

About Us

Connect With Us

© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top