LIC MF Large Cap Fund-Regular Plan-Growth

(Erstwhile LIC MF Growth Fund-Regular Plan-Growth)
Fund House: LIC Mutual Fund
Category: Equity: Large Cap
Launch Date: 31-08-1994
Asset Class: Equity
Benchmark: NIFTY 100 TRI
TER: 2.13% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 1,423.06 Cr As on (30-04-2024)
Turn over: 73% | Exit Load: For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.

51.5224

5.89%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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
20 Years 5 Months
27 Years 0 Months
29 Years 8 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 12.83
Sharpe Ratio 0.8
Alpha -2.2
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 Large Cap Fund-Regular Plan-Growth 31-08-1994 27.8 19.58 15.22 15.81 13.06
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 55.27 - - - -
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 48.79 30.21 21.85 18.14 13.26
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 46.74 28.54 - - -
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 42.08 32.16 24.73 18.49 16.03
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 41.71 27.12 19.52 18.63 15.11
ICICI Prudential Bluechip Fund - Growth 05-05-2008 41.07 27.48 21.28 18.78 15.22
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 40.69 25.97 16.29 - -
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 40.21 24.79 17.68 15.15 11.38
Invesco India Largecap Fund - Growth 21-08-2009 38.94 24.68 18.64 17.12 14.59

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.13%

Others

4.24%

Large Cap

90.44%

Mid Cap

3.19%

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