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.

36.0667

13.54%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 15.28 27.47 14.87 24.13 13.97
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 15.98 30.11 19.99 28.06 14.82
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.71 33.05 20.26 26.25 14.06
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 13.83 33.21 24.31 29.69 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.29 30.15 19.93 31.18 12.77
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 12.12 23.31 16.71 28.15 14.18
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 11.88 29.79 18.81 28.46 11.73
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 11.79 32.23 21.88 30.76 14.35
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.61 29.04 20.95 31.83 14.58
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 11.52 27.96 17.6 27.99 15.05

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

17.47%

Others

3.52%

Large Cap

42.55%

Mid Cap

36.47%

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