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 (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,056.32 Cr As on 30-05-2025(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. |
39.2555
-0.11 (-0.2899%)
14.1%
Benchmark: 16.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 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
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 | 15.8 |
| Sharpe Ratio | 0.79 |
| Alpha | -2.23 |
| 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 | 0.57 | 23.77 | 21.03 | 22.96 | 14.62 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 13.31 | 32.1 | 33.21 | 29.57 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 12.27 | 32.03 | 29.59 | 25.66 | 15.42 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 8.19 | 25.89 | 25.62 | 28.78 | 15.67 |
| Franklin India Equity Advantage Fund - Growth Plan | 05-03-2005 | 7.56 | 21.83 | 20.43 | 24.31 | 11.9 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 7.49 | - | - | - | - |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 7.48 | - | - | - | - |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 6.79 | 26.57 | 26.55 | 27.8 | 13.98 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 6.23 | 20.72 | 22.95 | 25.57 | 14.58 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 5.55 | 23.75 | 24.99 | 25.58 | 15.6 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
17.72%
Others
4.12%
Large Cap
41.79%
Mid Cap
36.37%
