• Mutual Funds
  • LIC Mutual Fund
  • 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

22.4412

NAV (May 27)

8.5%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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 ->

Track Record

15 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

658 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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

22.4412

NAV (May 27)

Fund Returns

Last 1Y

5.1%

Last 3Y

10.9%

Last 5Y

8.5%

Last 10Y

12.1%

Since Inception

6.9%

6 Month CAGR

-7.9%

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

2.69

Launched (15y ago)

Nov 08, 2007

AUM in Crores

657.200

ISIN

INF767K01097

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Yogesh Patil

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-05-27

Top Stock Holdings

icici bank ltd

7.7%
7.7%

infosys ltd

7.5%
7.5%

hdfc bank ltd

6.8%
6.8%

reliance industries ltd

6.7%
6.7%

tata consultancy services ltd

4.7%
4.7%
See all holdings
allocation by market cap

Allocation by Sector

financial services

35.6%
35.6%

technology

14.3%
14.3%

consumer defensive

10.7%
10.7%

basic materials

8.2%
8.2%

consumer cyclical

7.9%
7.9%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 14,997 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 24 equity,40 debt and 32 hybrid funds.

amc-img

  • 022-66016000
  • cs.co@licmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    5.5%

    7.3%

    8%

    4.2%

    6.9%

    3.6%

    5.4%

    3.6%

    5.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 6.9% over a period of 14 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 manager’s name is Yogesh Patil.

    Nav of LIC MF Large Cap Fund (PIDCW-A) as of 5/27/2022 is ₹22.44 with the total AUM as of 5/28/2022 is ₹657.2. 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 IISL Nifty 100 TR INR.

    LIC MF Large Cap Fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 5.1% 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 stocks 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 Neutral 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 2.69% for regular plan.