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 (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,141.63 Cr As on 28-11-2025(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. |
38.6922
0.26 (0.6761%)
13.33%
Benchmark: 15.98%
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 | 14.95 |
| Sharpe Ratio | 0.71 |
| Alpha | -2.24 |
| Beta | 1.04 |
| 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 | -3.07 | 14.36 | 15.96 | 16.65 | 15.35 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 9.16 | 18.57 | 20.34 | 23.29 | 16.71 |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 4.63 | - | - | - | - |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 4.41 | 15.3 | 16.28 | 19.91 | 15.46 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | 4.16 | 14.29 | 16.6 | 17.99 | 17.82 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | 3.79 | 19.66 | 22.39 | 22.3 | 16.68 |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 3.51 | - | - | - | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 3.5 | 22.39 | 22.98 | 20.67 | 16.59 |
| Franklin India Large & Mid Cap Fund - Growth Plan | 05-03-2005 | 2.83 | 15.12 | 16.24 | 17.38 | 12.75 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 2.8 | 18.56 | 21.07 | 22.24 | 15.04 |
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
17.78%
Others
3.24%
Large Cap
43.35%
Mid Cap
35.63%
