- Mutual Funds
- LIC Mutual Fund
- LIC MF Large & Mid Cap Fund (G)
LIC MF Large & Mid Cap Fund (G)
₹ 39.3837
NAV (Oct 04)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 39.3837
NAV (Oct 4)
Fund Returns
Last 1Y | 45.6% |
Last 3Y | 17.4% |
Last 5Y | 21.2% |
Last 10Y | NA |
Since Inception | 15.3% |
6 Month CAGR | 22.2% |
Scheme Information
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 | INF767K01NB5 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF Large & Mid Cap Fund (G) | 12,56,736 | 5,24,124 | 21.2% | |
| 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
ICICI Bank Ltd.
4.4%HDFC Bank Ltd.
4.3%REC Ltd.
3.1%Shakti Pumps (India) Ltd.
3%Trent Ltd.
3%Allocation by Sector
Financial
24.66%Capital Goods
16.84%Services
12.22%Automobile
9.47%Technology
4.92%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 Large & Mid Cap Fund (G) Review
LIC MF Large & Mid Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 15.325% over a period of 9 years. The fund is managed by LIC Mutual Fund. The fund managers are Dikshit Mittal, Yogesh Patil.
Nav of LIC MF Large & Mid Cap Fund (G) as of 10/4/2024 is ₹39.38 with the total AUM as of 10/7/2024 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 (G) was launched on 2015-02-25. The category risk of the fund is Average.
The minimum SIP amount for LIC MF Large & Mid Cap 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 Large & Mid Cap 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 Large Midcap 250 Total Return Index.
LIC MF Large & Mid Cap Fund (G) is rated as a 1 fund in Equity and delivered 45.57% 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 (G).
Frequently Asked Questions
What is LIC MF Large & Mid Cap Fund (G)?
How to invest in LIC MF Large & Mid Cap Fund (G)?
You can invest in LIC MF Large & Mid Cap 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 Large & Mid Cap Fund (G)?
The minimum sip amount for LIC MF Large & Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is LIC MF Large & Mid Cap Fund (G) good to invest in?
As per Scripbox experts, LIC MF Large & Mid Cap Fund (G) is a 1 fund. You can investLIC MF Large & Mid Cap 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 Large & Mid Cap Fund (G)?
The expense ratio of the LIC MF Large & Mid Cap Fund (G) is 1.9% for regular plan.