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 (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,151.53 Cr As on 31-10-2025(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. |
39.2232
-0 (-0.0031%)
13.53%
Benchmark: 16.12%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 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 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 | 14.94 |
| Sharpe Ratio | 0.72 |
| Alpha | -2.49 |
| Beta | 1.04 |
| 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 | 1.21 | 18.08 | 16.46 | 17.74 | 15.12 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 12.57 | 21.83 | 20.99 | 24.89 | 16.36 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 11.01 | 26.51 | 24.09 | 21.99 | 16.45 |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 10.25 | - | - | - | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 9.16 | - | - | - | - |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 8.79 | 18.73 | 17.22 | 21.47 | 15.32 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | 8.75 | 23.2 | 23.24 | 23.38 | 16.47 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | 8.32 | 17.12 | 16.88 | 18.87 | 17.53 |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 7.44 | - | - | - | - |
| HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 7.02 | 17.91 | 19.75 | 23.7 | 15.08 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
17.78%
Others
3.24%
Large Cap
43.35%
Mid Cap
35.63%
