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: 2.5% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 242.21 Cr As on (31-03-2024) |
| Turn over: 47% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months. |
25.301
-0.07 (-0.268%)
13.62%
Benchmark: 18.08%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 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 | 14.51 |
| Sharpe Ratio | 0.86 |
| Alpha | -6.15 |
| Beta | 0.97 |
| 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 | 51.14 | 24.21 | 20.98 | 19.07 | - |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 71.47 | 35.03 | 35.74 | 33.01 | 20.77 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 69.12 | - | - | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 67.34 | 34.93 | 24.44 | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 63.41 | 31.98 | 28.45 | 26.44 | - |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 61.29 | 29.32 | 23.9 | 20.84 | 20.76 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 60.39 | 33.94 | 36.45 | 27.17 | 22.55 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 59.77 | 31.85 | 30.4 | 26.05 | 20.75 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 57.09 | 29.85 | 26.88 | 20.8 | 19.24 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 55.77 | 33.89 | 29.72 | 24.93 | 21.38 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.65%
Others
3.19%
Large Cap
21.4%
Mid Cap
65.78%
