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: 1.92% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 2,859.42 Cr As on 31-03-2025(Source:AMFI)
Turn over: 101% | Exit Load: Exit within 1 year for any investment and Entry load nil.

36.1766

13.5%

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 15.95
Sharpe Ratio 0.46
Alpha -1.99
Beta 1.0
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 13.3 25.22 13.8 23.26 13.6
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 17.45 31.91 20.23 25.27 14.21
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 13.74 27.76 18.78 25.93 14.62
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 12.73 30.98 22.42 28.06 -
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 12.58 23.07 14.36 24.27 14.87
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.55 28.1 19.73 29.74 14.37
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.46 28.43 19.36 28.46 12.79
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 12.09 28.05 18.24 27.12 11.74
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 12.08 25.94 17.07 26.24 14.78
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 11.45 31.16 21.36 28.67 14.22

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

17.59%

Others

5.14%

Large Cap

41.35%

Mid Cap

35.9%

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