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: 1.9% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 3,234.88 Cr As on 30-09-2024(Source:AMFI)
Turn over: 101% | Exit Load: Exit within 1 year for any investment and Entry load nil.

39.6769

15.34%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 13.15
Sharpe Ratio 0.88
Alpha -0.75
Beta 0.93
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 44.72 26.86 15.5 20.78 -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 60.96 43.82 25.7 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 56.14 35.63 20.27 22.22 17.03
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 50.53 37.24 22.44 25.02 17.22
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 48.22 32.44 21.69 27.64 20.65
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 48.1 33.81 18.08 22.81 -
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 46.4 31.57 16.49 - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 46.01 34.85 19.95 25.27 15.55
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 45.74 32.58 18.24 22.53 17.24
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 45.61 32.09 18.15 22.87 14.07

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

52.62%

Others

8.76%

Large Cap

123.3%

Mid Cap

117.24%

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