LIC MF Value Equity + PMS

AIF & PMS Chatbot

Hello there!

Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

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.

Fund Snapshot

Year of Inception 2013
Number of Stocks 20-27
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.

About Fund Manager

  Azeem Ahmad : Head PMS & Principal officer

  • He is spearheading the PMS vertical at LIC AM Ltd.
  • 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 Allocator

AMC Name: LIC Mutual Fund Asset Management Ltd. Inc Date: Mar-22
Multi Asset
NA Strategy 0.5 7.8 14.4 12.8 NA NA NA NA 10.8
CRISIL Short Term PSU Debt Index -0.67 4.99 12.11 8.90 NA NA NA NA 9.66

LIC MF Factor Advantage

AMC Name: LIC Mutual Fund Asset Management Ltd. Inc Date: Mar-21
Multi Cap
NA Strategy -0.87 9.02 15.95 12.56 4.54 NA NA NA 8.62
NSE 200 -2.53 3.88 11.27 8.42 6.02 NA NA NA 11.21

LIC MF Value Equity + PMS

AMC Name: LIC Mutual Fund Asset Management Ltd. Inc Date: 5/17/13
Large Cap
NA Strategy 0.68 9.66 21.63 18.48 14.65 21.49 NA NA 10.15
Sensex -2.55 3.53 9.95 8.89 6.14 18.85 NA NA 11.97

Book a call with our experts

For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

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.