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: 1.91% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 3,115.55 Cr As on 31-12-2025(Source:AMFI)
Turn over: 101% | Exit Load: 12% of the units allotted shall be redeemed or switched out without any exit load, on or before completion of 3 months from the date of allotment of units., 1% on remaining units if redeemed or switched out on or before completion of 3 months from the date of allotment of units. , Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.

38.2333

13.1%

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 14.68
Sharpe Ratio 0.79
Alpha -1.79
Beta 1.03
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 0.89 10.93 17.42 14.86 15.02
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.78 15.51 21.06 21.48 16.5
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 11.11 10.37 17.02 15.74 17.56
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 10.88 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.67 13.33 17.53 18.31 15.23
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 9.55 14.13 - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 9.33 14.09 20.23 17.66 16.1
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 9.04 14.58 22.86 20.15 16.37
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 9.01 14.94 21.69 20.01 15.17
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 8.88 13.52 19.11 17.45 16.29

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

19.65%

Others

2.38%

Large Cap

44.66%

Mid Cap

33.3%

Scheme Documents

There are no scheme documents available

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