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  • LIC MF Large Cap Fund (PIDCW-A)

Formerly LIC MF Large Cap DP

LIC Mutual Fund

LIC MF Large Cap Fund (PIDCW-A)

EquityLarge Cap

32.1605

NAV (Jun 20)

14.4%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

Large 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

Satisfactory

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

Outperformance Consistency

Poor

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

Invest in this fund
Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

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

32.1605

NAV (Jun 20)

Fund Returns

Last 1Y
27.7%
Last 3Y
14.9%
Last 5Y
16%
Last 10Y
13%
Since Inception
6%
6 Month CAGR
15.5%

Scheme Information

Investment Objective

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.12
Launched (17y ago)
Nov 08, 2007
AUM in Crores
1428.434
ISIN
INF767K01097
Lock-in
No Lock-in
Benchmark
Nifty 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.3
Standard Deviation (5yr)
16.8
Beta (3yr)
0.94
Beta (5yr)
0.88
Sharpe Ratio (3yr)
0.566
Sharpe Ratio (5yr)
0.524
YTM
0
Fund Managers

Yogesh Patil

Fund Manager

Sumit Bhatnagar

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 Cap Fund (PIDCW-A)70%10,47,861 3,15,24914.4%
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 2024-06-20

Top Stock Holdings

hdfc bank ltd

8.3%
8.3%

icici bank ltd

7.6%
7.6%

reliance industries ltd

7.5%
7.5%

larsen & toubro ltd

4.9%
4.9%

itc ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

33.3%
33.3%

industrials

12.1%
12.1%

consumer cyclical

10.8%
10.8%

consumer defensive

9.5%
9.5%

energy

9.5%
9.5%
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

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 28,347 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

4.8%

7.7%

4.8%

6.6%

4.8%

6.6%

13.9%

5.6%

37.5%

10.2%

LIC MF Large Cap Fund (PIDCW-A) Review

LIC MF Large Cap Fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 8.2% over a period of 16 years. The fund was previously known as LIC MF Large Cap DP. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Sumit Bhatnagar, Yogesh Patil.

Nav of LIC MF Large Cap Fund (PIDCW-A) as of 6/20/2024 is ₹32.16 with the total AUM as of 6/21/2024 is ₹1428.434. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Large Cap Fund (PIDCW-A) was launched on Nov 08, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for LIC MF Large 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 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 100 TR INR.

LIC MF Large Cap Fund (PIDCW-A) is rated as a 1 fund in Equity and delivered 27.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Large Cap Fund (PIDCW-A).

Frequently Asked Questions

What is LIC MF Large Cap Fund (PIDCW-A)?

LIC MF Large Cap Fund (PIDCW-A) is a Large 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 Large Cap Fund (PIDCW-A)?

You can invest in LIC MF Large 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 Cap Fund (PIDCW-A)?

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

Is LIC MF Large Cap Fund (PIDCW-A) good to invest in?

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

The expense ratio of the LIC MF Large Cap Fund (PIDCW-A) is 2.12% for regular plan.