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  • LIC MF Large & Mid Cap Fund (RIDCW-I)
LIC Mutual Fund

LIC MF Large & Mid Cap Fund (RIDCW-I)

EquityLarge & Mid Cap

32.272

NAV (Sep 06)

22.497%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

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

Downside Protection Measure

Good

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

Invest in this fund
Scripbox Recommended Large and Mid Cap Funds
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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

32.272

NAV (Sep 6)

Fund Returns

Last 1Y
45.7%
Last 3Y
18.9%
Last 5Y
22.5%
Last 10Y
NA
Since Inception
15.6%
6 Month CAGR
26.8%

Scheme Information

Investment Objective

The scheme seeks 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
1.9
Launched (0y ago)
1.9
AUM in Crores
3220.7
ISIN
INF767K01NC3
Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
13.4
Beta
0.9
Sharpe Ratio
1.1
YTM
Fund Managers

Dikshit Mittal

Fund Manager

Yogesh Patil

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 Large & Mid Cap Fund (RIDCW-I)70%13,02,875 5,70,26322.5%
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

ICICI Bank Ltd.

4.4%
4.4%

HDFC Bank Ltd.

4.3%
4.32%

REC Ltd.

3.1%
3.06%

Shakti Pumps (India) Ltd.

3%
3.03%

Trent Ltd.

3%
2.99%
See all holdings

Allocation by Sector

Financial

24.66%
24.66%

Capital Goods

16.84%
16.84%

Services

12.22%
12.22%

Automobile

9.47%
9.47%

Technology

4.92%
4.92%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 25,617 cr

₹ 23,046 cr

₹ 62,717 cr

₹ 48,805 cr

₹ 17,267 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-img[email protected]
Fund NameScripbox Opinion
Till Date CAGR

5.359%

7.872%

13.773%

5.511%

5.938%

6.91%

5.459%

8.165%

33.676%

10.451%

LIC MF Large & Mid Cap Fund (RIDCW-I) Review

LIC MF Large & Mid Cap Fund (RIDCW-I) is a Equity Equity fund and has delivered an annualised return of 15.603% over a period of 9 years. The fund is managed by LIC Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of LIC MF Large & Mid Cap Fund (RIDCW-I) as of 9/6/2024 is ₹32.27 with the total AUM as of 9/7/2024 is ₹3220.6632. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Large & Mid Cap Fund (RIDCW-I) was launched on 2015-02-25. The category risk of the fund is Below Average.

The minimum SIP amount for LIC MF Large & Mid Cap Fund (RIDCW-I) 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 (RIDCW-I) 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 Large Midcap 250 Total Return Index.

LIC MF Large & Mid Cap Fund (RIDCW-I) is rated as a 1 fund in Equity and delivered 45.667% 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 (RIDCW-I).

Frequently Asked Questions

What is LIC MF Large & Mid Cap Fund (RIDCW-I)?

LIC MF Large & Mid Cap Fund (RIDCW-I) 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 Large & Mid Cap Fund (RIDCW-I)?

You can invest in LIC MF Large & Mid Cap Fund (RIDCW-I) 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 (RIDCW-I)?

The minimum sip amount for LIC MF Large & Mid Cap Fund (RIDCW-I) is ₹1000. You can invest in multiples of ₹5000.

Is LIC MF Large & Mid Cap Fund (RIDCW-I) good to invest in?

As per Scripbox experts, LIC MF Large & Mid Cap Fund (RIDCW-I) is a 1 fund. You can investLIC MF Large & Mid Cap Fund (RIDCW-I) 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 (RIDCW-I)?

The expense ratio of the LIC MF Large & Mid Cap Fund (RIDCW-I) is 1.9% for regular plan.