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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 3,169.03 Cr As on 30-06-2025(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.

38.2644

13.69%

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 15.35
Sharpe Ratio 1.02
Alpha -2.32
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 0.75 20.8 16.29 21.19 13.47
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.74 30.47 25.2 24.42 15.15
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 13.57 29.55 28.11 28.65 -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 8.71 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 7.23 - - - -
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 5.97 19.92 16.95 21.94 14.68
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 5.73 21.03 19.99 23.8 14.73
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 5.5 17.93 15.67 22.99 11.25
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 4.79 22.62 21.2 24.48 12.08
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 4.16 21.41 21.1 27.23 15.15

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

18.62%

Others

3.15%

Large Cap

42.4%

Mid Cap

35.84%

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