- Mutual Funds
- LIC Mutual Fund
- LIC MF Midcap Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF Midcap Fund (G) | 14,00,766 | 6,68,154 | 25.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Shakti Pumps (India) Ltd.
5.5%Trent Ltd.
4.1%UNO Minda Ltd.
3.4%Bharat Electronics Ltd.
3%The Federal Bank Ltd.
2.7%Allocation by Sector
Automobile
15.95%Services
15.75%Capital Goods
14.46%Financial
11.62%Chemicals
5.93%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
LIC Mutual Fund
| Fund Name | Scripbox 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)?
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.