LIC MF Mid Cap Fund-Regular Plan-Growth

Fund House: LIC Mutual Fund
Category: Equity: Mid Cap
Launch Date: 02-02-2017
Asset Class:
Benchmark: NIFTY Midcap 150 TRI
TER: 2.48% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 301.59 Cr As on 31-03-2025(Source:AMFI)
Turn over: 63% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.

26.8626

12.71%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 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 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

The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.

Current Asset Allocation (%)

Indicators

Standard Deviation 17.68
Sharpe Ratio 0.6
Alpha -2.58
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 7.57 27.05 17.64 25.82 -
Invesco India Midcap Fund - Growth Option 19-04-2007 18.11 32.73 23.44 29.71 16.83
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 15.71 32.63 23.4 32.7 17.61
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 14.46 35.73 26.89 36.39 17.67
Franklin India Prima Fund-Growth 01-12-1993 13.2 30.21 21.81 27.78 14.91
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 11.85 31.44 - - -
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 11.59 31.49 22.4 29.22 14.86
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 11.48 33.15 23.77 33.37 17.4
Kotak Emerging Equity Scheme - Growth 30-03-2007 10.98 25.68 18.66 29.86 17.01
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 9.72 30.87 24.64 32.71 17.31

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

20.6%

Others

3.03%

Large Cap

11.34%

Mid Cap

65.03%

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