LIC MF Large Cap Fund-Direct Plan-Growth
(Erstwhile LIC MF Growth Fund-Direct Plan-Growth)
Fund House: LIC Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 0.75% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,395.24 Cr As on (31-03-2024) |
| Turn over: 76% | Exit Load: For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months. |
55.6003
-0.3 (-0.5315%)
13.33%
Benchmark: 17.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
1 Years 10 Months
8 Years 6 Months
10 Years 11 Months
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 capital growth by investing in a mix of equity instruments.There is also some exposure to money market instruments. It was converted in to an open-ended scheme from September 1999.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.72 |
| Sharpe Ratio | 0.78 |
| Alpha | -1.81 |
| Beta | 0.97 |
| 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 Cap Fund-Direct Plan-Growth | 01-01-2013 | 27.57 | 13.12 | 15.57 | 14.79 | 13.75 |
| quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 55.99 | - | - | - | - |
| BANK OF INDIA Bluechip Fund Regular Plan Growth | 24-06-2021 | 47.03 | 21.96 | - | - | - |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 46.8 | 23.82 | 21.54 | 17.15 | 14.07 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 43.65 | 26.54 | 26.18 | 17.58 | 17.07 |
| ITI Large Cap Fund - Regular Plan - Growth Option | 24-12-2020 | 41.49 | 20.82 | 17.43 | - | - |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 41.19 | 22.24 | 22.3 | 17.93 | 16.06 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 40.88 | 18.82 | 19.95 | 16.02 | 15.06 |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 40.82 | 18.02 | 18.62 | 14.1 | 12.1 |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 39.97 | 21.36 | 19.85 | 17.87 | 16.0 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.25%
Others
4.43%
Large Cap
91.6%
Mid Cap
2.73%
