LIC MF Mid Cap Fund-Regular Plan-Growth
Fund House: LIC Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 02-02-2017 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 2.52% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 319.53 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: 63% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months. |
30.2592
0.46 (1.5288%)
14.97%
Benchmark: 18.09%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 7 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.77 |
| Sharpe Ratio | 0.81 |
| Alpha | -2.88 |
| Beta | 0.97 |
| Yield to Maturity | |
| Average Maturity |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 32.84 | 33.77 | 19.76 | 23.62 | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 59.89 | 50.0 | 35.57 | 33.53 | 20.51 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 45.92 | 39.15 | 25.07 | 28.2 | 18.04 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 42.55 | 40.94 | 26.21 | 25.31 | 17.49 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 41.94 | 39.34 | 25.9 | 30.2 | 18.96 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 37.38 | 41.09 | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 36.74 | 38.63 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 35.95 | 33.27 | 23.18 | 27.08 | 18.48 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 35.11 | 35.57 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 33.96 | 34.87 | 23.1 | 23.55 | 15.89 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.94%
Others
1.98%
Large Cap
12.76%
Mid Cap
65.29%
Scheme Documents
There are no scheme documents available
