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LIC MF Value Equity Plus

LIC Mutual Fund Asset Management Limited

About Company

LIC Mutual Fund Asset Management Limited, established in 1994 as an associate of the Life Insurance Corporation of India, is one of the country's most enduring institutional asset managers, built on a foundation of trust and long-term financial discipline. The company manages a diverse AUM of approximately β‚Ή47,476 crore as of early 2026, offering a wide array of over 35 schemes across equity, debt, and hybrid categories, including innovative factor-based and thematic portfolios. Under the leadership of MD and CEO Ravi Kumar Jha, the AMC prioritizes a research-driven investment philosophy that balances capital preservation with steady growth, leveraging the immense brand equity and reach of its parent organization to provide transparent wealth-creation solutions for both retail and institutional investors nationwide.

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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Fund Manager

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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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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