LIC MF Value Equity Plus PMS
Fund Snapshot
| Year of Inception | 2013 |
| Number of Stocks | 20-27 |
| Investment Horizon | 3-5 years |
| Fund Managers | Dr Azeem Ahmad |
Fund Overview
They put money into Indian stocks, aiming for top-notch firms run by solid leaders, ones with good long-term growth chances, and at prices that are reasonable. They don't stick to just big or small companies, giving them room to move when picking stocks. Since they know not knowing a company inside and out is a huge risk, they focus a lot on keeping risk low. They do this by studying companies closely from the ground up and looking at the big picture too. This goes hand in hand with a risk-aware way to build their portfolio, trying to keep a balance between strong bets and being able to bounce back from setbacks.
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Dr Azeem Ahmad
Dr. Azeem Ahmad is a financial markets veteran who joined LIC Mutual Fund in September 2020 to lead their Portfolio Management Services (PMS) division. With over two decades of experience, he previously held senior roles at ICICI Securities, where he specialized in equity research and strategy. At LIC MF, he has been instrumental in launching and managing sophisticated investment strategies, including the Factor PMS, which utilizes rules-based filters to identify low-beta, high-quality stocks. His investment philosophy centers on a "barbell play" and a rigorous seven-point checklist for bottom-up stock picking, prioritizing risk-adjusted returns and forensic assessment to navigate market volatility.
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