Submit

LIC MF Large & Mid Cap Fund-Direct Plan-Growth

(Erstwhile LIC MF Midcap Fund-Direct Plan-Growth)
Fund House: LIC Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 25-02-2015
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 0.6% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 2,894.28 Cr As on 30-04-2025(Source:AMFI)
Turn over: 101% | Exit Load: Exit within 1 year for any investment and Entry load nil.
NAV as on 16-05-2025

43.7675

0.29 (0.6596%)

CAGR Since Inception

15.52%

Benchmark: 16.19%

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

Submit
Submit
Submit

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
5 Years 10 Months
9 Years 3 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 15.88
Sharpe Ratio 0.67
Alpha -1.11
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 & Mid Cap Fund-Direct Plan-Growth 25-02-2015 13.48 27.57 21.66 26.59 16.01
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 20.46 34.35 31.71 31.72 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 18.78 32.58 27.46 27.01 15.3
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 14.79 23.13 19.13 27.1 11.71
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 14.65 28.72 25.25 30.49 13.68
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 14.43 23.65 20.63 25.83 15.97
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 14.21 28.44 25.64 31.55 15.35
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 14.03 28.01 24.51 27.29 15.47
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 13.46 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 13.23 - - - -

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

16.36%

Others

4.29%

Large Cap

42.94%

Mid Cap

36.37%

Scheme Documents

March 2025

Monthly Portfolio Equity as on March 31, 2025

Feedback
Notification