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  • LIC MF Midcap Fund (G)
LIC Mutual Fund

LIC MF Midcap Fund (G)

EquityMid Cap

30.3389

NAV (Oct 04)

25.099%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in mid cap mutual funds.

Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

30.3389

NAV (Oct 4)

Fund Returns

Last 1Y
51.3%
Last 3Y
19.2%
Last 5Y
25.1%
Last 10Y
NA
Since Inception
15.5%
6 Month CAGR
25.4%

Scheme Information

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.

Expense Ratio
2.5
Launched (0y ago)
2.5
AUM in Crores
328.3
ISIN
INF397L01JO0
Lock-in
-
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.4
Beta
1
Sharpe Ratio
1
YTM
-
Fund Managers

Dikshit Mittal

Fund Manager

Karan Doshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
LIC MF Midcap Fund (G)70%14,00,766 6,68,15425.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Shakti Pumps (India) Ltd.

5.5%
5.52%

Trent Ltd.

4.1%
4.05%

UNO Minda Ltd.

3.4%
3.44%

Bharat Electronics Ltd.

3%
2.96%

The Federal Bank Ltd.

2.7%
2.73%
See all holdings

Allocation by Sector

Automobile

15.95%
15.95%

Services

15.75%
15.75%

Capital Goods

14.46%
14.46%

Financial

11.62%
11.62%

Chemicals

5.93%
5.93%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

LIC Mutual Fund

LIC Mutual Fund was established on 20th April 1989 by LIC India. LIC India id India's most trusted and premium brands. As part of LIC India, LIC mutual fund is one of the well-known players in the Asset Management sector.amc-img
phone-img022-66016177 / 022-66016178
email-imgbr.mumbai@licmf.com
Fund NameScripbox Opinion
Till Date CAGR

5.672%

7.884%

16.698%

5.967%

5.801%

8.175%

6.055%

6.912%

32.806%

10.312%

LIC MF Midcap Fund (G) Review

LIC MF Midcap Fund (G) is a Equity Equity fund and has delivered an annualised return of 15.513% over a period of 7 years. The fund is managed by LIC Mutual Fund. The fund managers are Dikshit Mittal, Karan Doshi.

Nav of LIC MF Midcap Fund (G) as of 10/4/2024 is ₹30.34 with the total AUM as of 10/6/2024 is ₹328.2568. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Midcap Fund (G) was launched on 2017-01-25. The category risk of the fund is High.

The minimum SIP amount for LIC MF Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

LIC MF Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Total Return Index.

LIC MF Midcap Fund (G) is rated as a 1 fund in Equity and delivered 51.346% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Midcap Fund (G).

Frequently Asked Questions

What is LIC MF Midcap Fund (G)?

LIC MF Midcap Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in LIC MF Midcap Fund (G)?

You can invest in LIC MF Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of LIC MF Midcap Fund (G)?

The minimum sip amount for LIC MF Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is LIC MF Midcap Fund (G) good to invest in?

As per Scripbox experts, LIC MF Midcap Fund (G) is a 1 fund. You can investLIC MF Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the LIC MF Midcap Fund (G)?

The expense ratio of the LIC MF Midcap Fund (G) is 2.5% for regular plan.