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.

39.3205

14.06%

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 0.43 22.87 19.99 22.45 14.27
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 13.43 32.05 28.88 25.54 15.37
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 12.28 31.08 31.99 29.17 -
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 6.27 20.22 19.17 23.77 11.68
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 6.16 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 5.83 24.55 24.93 28.34 15.58
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 5.6 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 5.47 19.86 22.19 25.78 14.39
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 4.89 22.54 23.71 25.0 15.27
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 4.57 20.91 20.29 23.08 15.37

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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