Our vision is to be trusted partner in long term wealth creation by delivering higher risk adjusted returns. At LICMF PMS we assume the responsibility of creating, tracking, and managing your Investment Portfolio. Unique perspectives delivered through standardized/tailor-made strategies helps us to offer our investors a smooth ride of market, irrespective (bullish/bearish) of market conditions.
|Year of Inception||2022|
|Number of Stocks||13-17|
|Investment Horizon||3-5 years|
|Fund Managers||Dr Azeem Ahmad|
We seek to invest in Indian equities that run high quality businesses, run by a high-quality management, enjoying sustained long-term growth prospects at fair price. Our stock selection is style market cap agnostic. As a result we also understand that most fundamental risks are not knowing or fully understanding the idiosyncratic business risk of each company that we own in the portfolio. Hence, we manage this risk through conventional in-depth bottom up / top down research combined with new age risk weighted portfolios.
All Weather Asset Allocator
It is a multi-asset strategy designed to deliver higher risk weighted returns on an equity/bond/gold portfolio. The strategy is mix of processes and active allocation. The delivery is through direct allocation /or FoF structure, making it differentiated strategy on Asset Allocation platform.
- Asset Allocation Model : Uses globally accepted asset allocation models to decide asset allocation between gold/bond & equity
- Risk Adjusted Returns : Focus is on the post-tax returns with higher risk adjusted profile (as debt is tax in-efficient if churned frequently)
- Choice of Variants : Investor can choose amongst three variants Conservative, Aggressive & Dynamic based on their risk profile
- Pricing : As it is asset allocation, Investor are rewarded with Professional Wealth Management and Asset Allocation Strategy at competitive price
About Fund Managers
Mr. Azeem Ahmad : Head PMS & Principal officer
• He is spearheading the PMS vertical at LIC AM Ltd since 2020.
• In his last assignment, he was the Fund Manager, PMS (Discretionary & Nondiscretionary portfolios) at ICICI Securities.
• He has over 20 years of experience, the last 12 years being with ICICI Securities.
• He has expertise in the areas of portfolio management, fundamental research, global macro, equity, FX and derivatives research & product development.
• He also held roles including Chief Macro Strategist, Derivatives Strategist at ICICI Securities Research team.
• By Qualification, he is an MBA (Finance) from SP Jain and an Associate Company Secretary (ACS) from ICSI.
|Product - AMC||Category||AUM (in Cr.)||Performance||1M||3M||6M||1Y||2Y||3Y||5Y||10Y||SI|
LIC MF All Weather Asset AllocatorAMC Name: LIC Mutual Fund Asset Management Ltd. Inc Date: Mar-22
|CRISIL Short Term PSU Debt Index||-0.67||4.99||12.11||8.90||NA||NA||NA||NA||9.66|
LIC MF Factor AdvantageAMC Name: LIC Mutual Fund Asset Management Ltd. Inc Date: Mar-21
LIC MF Value Equity + PMSAMC Name: LIC Mutual Fund Asset Management Ltd. Inc Date: 5/17/13
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.