LIC MF Large & Mid Cap Fund-Regular Plan-Growth
(Erstwhile LIC MF Midcap Fund-Regular Plan-Growth)
Fund House: LIC Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 05-02-2015 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 1.95% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 2,597.92 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 101% | Exit Load: Exit within 1 year for any investment and Entry load nil. |
35.6535
-0.41 (-1.1463%)
13.39%
Benchmark: 15.89%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 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 3 Months
9 Years 6 Months
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 generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of midcap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.23 |
| Sharpe Ratio | 0.41 |
| Alpha | -2.73 |
| 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 Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 12.45 | 25.33 | 13.48 | 24.84 | 13.61 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 13.01 | 27.6 | 18.45 | 28.48 | 14.31 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 12.29 | 30.65 | 18.9 | 26.9 | 13.64 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 11.2 | 21.9 | 16.0 | 28.31 | 13.9 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 10.46 | 30.04 | 21.94 | 30.28 | - |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 10.21 | 28.1 | 18.6 | 31.61 | 12.31 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 9.56 | 27.01 | 19.24 | 32.5 | 14.23 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 9.25 | 30.02 | 20.41 | 31.16 | 13.95 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 9.04 | 27.14 | 17.17 | 29.14 | 11.31 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | 05-03-2005 | 8.73 | 22.36 | 13.39 | 26.18 | 14.63 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.47%
Others
3.52%
Large Cap
42.55%
Mid Cap
36.47%
