LIC Mutual Fund

LIC MF Large & Mid Cap Fund Direct Plan Growth

₹ 39.99

NAV (Apr 04)

26.578%
5 Year CAGR
Scripbox Opinion
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Neutral
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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

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

Downside Protection Measure

Good

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

View all 4 analysis

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LIC MF Large & Mid Cap Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,27,795

Wealth Gained

14,60,407

Total Corpus Created (₹)

With CAGR of 26.578 % in 5 years

Historical NAV

₹ 39.9925

NAV (Apr 4)

Fund Returns

Last 1Y
9.7%
Last 3Y
13.7%
Last 5Y
26.6%
Last 10Y
14.9%
Since Inception
14.7%
6 Month CAGR
-10.8%

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
0.63 %
Launched 10Y ago
2015-02-25
AUM in Crores
2597.9
ISIN
INF767K01NE9
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
15.2
Beta
1
Sharpe Ratio
0.5
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
LIC MF Large & Mid Cap Fund Direct (G)70%14,60,407 7,27,79526.6%
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

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

ICICI Bank Ltd.

4.4%
4.4%

HDFC Bank Ltd.

4.32%
4.32%

REC Ltd.

3.06%
3.06%

Shakti Pumps (India) Ltd.

3.03%
3.03%

Trent Ltd.

2.99%
2.99%
See all holdings
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Allocation by Sector

Financial

24.53%
24.525795%

Capital Goods

17.81%
17.808985%

Services

9.76%
9.75857%

Healthcare

6.48%
6.482072%

Technology

5.71%
5.705962%
See all sectors
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comparison

Comparison with Equity Funds

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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

LIC MF Large & Mid Cap Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,27,795

Wealth Gained

14,60,407

Total Corpus Created (₹)

With CAGR of 26.578 % in 5 years

Frequently Asked Questions

What is the expense ratio for LIC MF Large & Mid Cap Fund Direct Plan Growth?

What is the current AUM of LIC MF Large & Mid Cap Fund Direct Growth?

What is the latest NAV of LIC MF Large & Mid Cap Fund Direct Growth?

What is the Riskometer rating for LIC MF Large & Mid Cap Fund Direct Plan Growth?

Which are the top sector holdings in LIC MF Large & Mid Cap Fund Direct Plan?

Which are the top stock holdings in LIC MF Large & Mid Cap Fund Direct Plan?

What is the asset allocation of LIC MF Large & Mid Cap Fund Direct Plan Growth?

What has been the performance of LIC MF Large & Mid Cap Fund Direct Growth returns?

Does LIC MF Large & Mid Cap Fund Direct Growth have a lock-in period?

Can I invest in both SIP and lump sum options in LIC MF Large & Mid Cap Fund Direct Plan Growth?

How to invest in LIC MF Large & Mid Cap Fund Direct Growth?

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LIC MF Large & Mid Cap Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,27,795

Wealth Gained

14,60,407

Total Corpus Created (₹)

With CAGR of 26.578 % in 5 years