Formerly LIC MF Large & Mid Cap Reg DP
₹ 25.1576
NAV (Mar 27)
Large & 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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 25.1576
NAV (Mar 27)
Last 1Y | 39.9% |
Last 3Y | 16.9% |
Last 5Y | 15.9% |
Last 10Y | NA |
Since Inception | 12.5% |
6 Month CAGR | 13.8% |
To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies.
Expense Ratio | 1.93 |
Launched (9y ago) | Feb 25, 2015 |
AUM in Crores | 2549.958 |
ISIN | INF767K01NA7 |
Lock-in | No Lock-in |
Benchmark | Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.2 |
Standard Deviation (5yr) | 17.8 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 0.957 |
Sharpe Ratio (5yr) | 0.713 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
LIC MF Large & Mid Cap fund (PIDCW-A) | 10,90,046 | 3,57,434 | 15.9% | |
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.
icici bank ltd
4.7%hdfc bank ltd
4.7%rec ltd
3%treps
3%power finance corp ltd
2.5%financial services
30.7%consumer cyclical
22.7%industrials
15.7%basic materials
11.4%technology
6.8%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,147 cr | ||
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
LIC Mutual Fund Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.3% | 6.9% | ||
3.6% | 5.2% | ||
3.6% | 5.2% | ||
14.4% | 13.5% | ||
4.9% | 6.4% |
LIC MF Large & Mid Cap fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.5% over a period of 9 years. The fund was previously known as LIC MF Large & Mid Cap Reg DP. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Dikshit Mittal, Yogesh Patil.
Nav of LIC MF Large & Mid Cap fund (PIDCW-A) as of 3/27/2024 is ₹25.16 with the total AUM as of 3/28/2024 is ₹2549.958. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Large & Mid Cap fund (PIDCW-A) was launched on Feb 25, 2015. The category risk of the fund is Very High Risk.
The minimum SIP amount for LIC MF Large & Mid Cap fund (PIDCW-A) 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 Large & Mid Cap fund (PIDCW-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 LargeMidcap 250 TR INR.
LIC MF Large & Mid Cap fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 39.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Large & Mid Cap fund (PIDCW-A).
What is LIC MF Large & Mid Cap fund (PIDCW-A)?
How to invest in LIC MF Large & Mid Cap fund (PIDCW-A)?
You can invest in LIC MF Large & Mid Cap fund (PIDCW-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 Large & Mid Cap fund (PIDCW-A)?
The minimum sip amount for LIC MF Large & Mid Cap fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is LIC MF Large & Mid Cap fund (PIDCW-A) good to invest in?
As per Scripbox experts, LIC MF Large & Mid Cap fund (PIDCW-A) is a Not Recommended fund. You can investLIC MF Large & Mid Cap fund (PIDCW-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 Large & Mid Cap fund (PIDCW-A)?
The expense ratio of the LIC MF Large & Mid Cap fund (PIDCW-A) is 1.93% for regular plan.