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 (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 276.69 Cr As on 28-02-2025(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. |
26.4236
-0.21 (-0.7985%)
12.63%
Benchmark: 17.27%
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 | 17.29 |
| Sharpe Ratio | 0.54 |
| Alpha | -3.42 |
| Beta | 0.98 |
| 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 | 13.03 | 31.37 | 18.13 | 28.07 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.51 | 35.56 | 22.18 | 31.34 | 16.17 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.58 | 34.77 | 22.88 | 35.1 | 16.85 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.94 | 38.55 | 28.3 | 36.62 | 16.94 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 16.06 | 32.03 | 21.56 | 29.41 | 14.4 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 15.29 | 27.38 | 19.1 | 31.91 | 16.71 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 13.75 | 35.28 | 23.27 | 34.44 | 16.85 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.38 | 34.36 | - | - | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 12.64 | 34.26 | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 12.4 | 33.16 | 21.68 | 30.33 | 14.53 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.12%
Others
2.56%
Large Cap
11.47%
Mid Cap
65.87%
