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LIC MF Mid Cap Fund-Regular Plan-Growth

Fund House: LIC Mutual Fund
Invest in this Scheme
Category: Equity: Mid Cap
Launch Date: 02-02-2017
Asset Class: Equity
Benchmark: Nifty Midcap 150 TRI
TER: 2.44% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 357.17 Cr As on 31-05-2026(Source:AMFI)
Turn over: 0.37% | Exit Load: Nil upto 12% of units and 1% for remaining units on or before 12M, Nil after 12M
NAV as on 10-07-2026

30.7092

0.26 (0.8349%)

CAGR Since Inception

12.6%

Benchmark: 17.17%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
Nifty Midcap 150 TRI
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Gold
-
PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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 7 Months
There is no value for 4x
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

To provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. There can be no assurance that the investment objective under the scheme will be realized.

Current Asset Allocation (%)

Indicators

Standard Deviation 19.11
Sharpe Ratio 0.71
Alpha -3.27
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 Mid Cap Fund-Regular Plan-Growth 02-02-2017 3.77 1.71 18.47 13.78 -
HSBC Midcap Fund - Regular Growth 09-08-2004 17.17 9.84 25.83 18.68 17.06
Helios Mid Cap Fund - Regular Plan - Growth Plan 13-03-2025 14.48 - - - -
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 13.28 11.02 23.86 - -
ICICI Prudential Midcap Fund - Growth 10-10-2004 12.38 7.91 23.72 17.83 16.72
Invesco India Midcap Fund - Growth Option 19-04-2007 11.11 13.29 25.94 20.25 18.73
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option 02-05-2006 11.08 5.17 19.72 15.84 15.59
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 9.99 6.52 19.04 16.37 -
MahIndra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 9.16 4.86 22.0 18.15 -
Nippon India Growth Mid Cap Fund - Growth Plan-Growth Option 05-10-1995 8.74 6.79 22.19 20.11 18.52

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

18.29%

Others

4.79%

Large Cap

8.14%

Mid Cap

68.78%

Scheme Documents

May 2026

Monthly Portfolio Equity as on May31, 2026

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