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  • LIC MF Midcap Fund (RIDCW-A)

Formerly IDBI Midcap Fund Reg IDCW-R

LIC Mutual Fund

LIC MF Midcap Fund (RIDCW-A)

EquityMid Cap

26.8392

NAV (Jun 14)

22.3%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Invest in this fund
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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

26.8392

NAV (Jun 14)

Fund Returns

Last 1Y
57.4%
Last 3Y
22.4%
Last 5Y
22.3%
Last 10Y
NA
Since Inception
15.3%
6 Month CAGR
26.4%

Scheme Information

Investment Objective

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

Expense Ratio
2.5
Launched (7y ago)
Jan 25, 2017
AUM in Crores
272.735
ISIN
INF397L01JM4
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
14.9
Standard Deviation (5yr)
21
Beta (3yr)
0.95
Beta (5yr)
0.93
Sharpe Ratio (3yr)
0.977
Sharpe Ratio (5yr)
0.739
YTM
0
Fund Managers

Karan Doshi

Fund Manager

Dikshit Mittal

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 (RIDCW-A)70%12,95,811 5,63,19922.3%
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 2024-06-14

Top Stock Holdings

trent ltd

3.9%
3.9%

shakti pumps (india) ltd

3.8%
3.8%

uno minda ltd

3.8%
3.8%

bharat electronics ltd

3.3%
3.3%

treps

3%
3%
See all holdings

Allocation by Sector

consumer cyclical

33.8%
33.8%

industrials

23.7%
23.7%

financial services

19.1%
19.1%

basic materials

10.4%
10.4%

technology

2.6%
2.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 28,099 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 48 equity,45 debt and 36 hybrid funds.amc-img
phone-img022-66016000
Fund NameScripbox Opinion
Till Date CAGR

4.7%

7.7%

4.7%

6.6%

4.7%

6.6%

13.1%

5.6%

37.1%

10.2%

LIC MF Midcap Fund (RIDCW-A) Review

LIC MF Midcap Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 14.3% over a period of 7 years. The fund was previously known as IDBI Midcap Fund Reg IDCW-R. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Dikshit Mittal, Karan Doshi.

Nav of LIC MF Midcap Fund (RIDCW-A) as of 6/14/2024 is ₹26.84 with the total AUM as of 6/16/2024 is ₹272.735. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Midcap Fund (RIDCW-A) was launched on Jan 25, 2017. The category risk of the fund is Very High Risk.

The minimum SIP amount for LIC MF Midcap Fund (RIDCW-A) is ₹0 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 (RIDCW-A) 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 TR INR.

LIC MF Midcap Fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 57.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Midcap Fund (RIDCW-A).

Frequently Asked Questions

What is LIC MF Midcap Fund (RIDCW-A)?

LIC MF Midcap Fund (RIDCW-A) is a Mid Cap 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 (RIDCW-A)?

You can invest in LIC MF Midcap Fund (RIDCW-A) 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 (RIDCW-A)?

The minimum sip amount for LIC MF Midcap Fund (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is LIC MF Midcap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, LIC MF Midcap Fund (RIDCW-A) is a Not Recommended fund. You can investLIC MF Midcap Fund (RIDCW-A) 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 (RIDCW-A)?

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