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: 2.48% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 301.59 Cr As on 31-03-2025(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. |
26.3753
0.15 (0.5695%)
12.51%
Benchmark: 17.31%
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 | 17.68 |
| Sharpe Ratio | 0.6 |
| Alpha | -2.58 |
| 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 Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 10.11 | 27.21 | 16.03 | 25.48 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.35 | 32.51 | 21.1 | 29.18 | 16.04 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 15.52 | 32.63 | 21.37 | 32.79 | 16.72 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 13.72 | 30.05 | 20.08 | 27.51 | 14.29 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 13.57 | 34.24 | 24.47 | 35.08 | 16.47 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 12.71 | 32.43 | 21.89 | 32.63 | 16.66 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.83 | 30.87 | 20.49 | 28.63 | 13.99 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.41 | 30.77 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.24 | 25.02 | 16.86 | 29.69 | 16.23 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 10.38 | 24.4 | 14.66 | 23.85 | 14.76 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.6%
Others
3.03%
Large Cap
11.34%
Mid Cap
65.03%
