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: 1.91% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 3,100.87 Cr As on 31-07-2025(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.

37.9043

13.51%

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 14.78
Sharpe Ratio 0.78
Alpha -2.02
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 -4.79 19.5 15.35 19.45 14.53
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 9.25 30.48 25.12 23.64 16.34
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 3.47 - - - -
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 2.66 19.61 16.4 21.21 12.33
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 2.32 - - - -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 2.31 26.62 26.22 26.9 -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 1.89 22.69 21.09 25.43 16.43
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 1.75 17.88 17.34 22.76 15.19
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 0.94 21.29 19.1 22.26 15.91
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 0.59 22.8 20.35 22.95 13.17

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

19.45%

Others

2.11%

Large Cap

42.33%

Mid Cap

36.11%

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