LIC MF Large & Mid Cap Regular Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹3,092.95 Cr
Expense Ratio
3.11%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹200.00
Launch Date
25 Feb 2015
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.38% | -- |
| 3 Months | +5.94% | -- |
| 6 Months | +3.66% | -- |
| 1 Year | +5.28% | +5.28% |
| 2 Years | -- | +2.91% |
| 3 Years | +52.31% | +15.05% |
| 5 Years | +78.39% | +12.27% |
| Since Launch | +298.97% | +12.85% |
Holdings as on 8 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| AU Small Finance Bank | 125.95 | 4.07 |
| InterGlobe Aviation Ltd | 108.51 | 3.51 |
| AXIS Bank Ltd | 104.78 | 3.39 |
| Schneider Electric Infrastructure | 103.12 | 3.33 |
| Schaeffler India | 102.74 | 3.32 |
| Bharat Forge | 100.75 | 3.26 |
| CG Power and Industrial Solutions | 98.79 | 3.19 |
| Bajaj Finance | 97.97 | 3.17 |
| Apollo Hospitals Enterprise | 94.91 | 3.07 |
| Larsen & Toubro Ltd | 94.02 | 3.04 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.54
Sharpe Ratio
16.73%
Std. Deviation
5.75%
Tracking Error
-0.09%
Alpha
0.89
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant Large and Mid Cap Fund Growth | +12.64% | +16.11% | +15.72% |
| LIC MF Large & Mid Cap Regular Growth | +5.28% | +15.05% | +12.27% |
| Mahindra Manulife Large & Mid Cap Fund Regular Growth | +6.44% | +13.06% | +12.66% |
| Franklin India Large & Mid Cap Fund Growth | +4.18% | +12.95% | +11% |
| Bajaj Large and Mid Cap Fund Regular Growth | +5.54% | -- | -- |
Results are calculated on CAGR basis
About Fund
To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies.
The LIC MF Large & Mid Cap Regular Growth has an AUM of 3092.95 crores & has delivered CAGR of 12.27 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 3.11%. The minimum investment in LIC MF Large & Mid Cap Regular Growth is Rs 5000 and the minimum SIP is Rs 200.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include AU Small Finance Bank, InterGlobe Aviation Ltd, AXIS Bank Ltd, Schneider Electric Infrastructure.
The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Consumer Financial Services, Construction Services.
Some of the similar funds are Quant Large and Mid Cap Fund Growth, LIC MF Large & Mid Cap Regular Growth, Mahindra Manulife Large & Mid Cap Fund Regular Growth, Franklin India Large & Mid Cap Fund Growth, Bajaj Large and Mid Cap Fund Regular Growth. LIC MF Large & Mid Cap Regular Growth has a sharpe ratio of 0.54 & a standard deviation of 16.73%.
FAQs
According to the morning star rating LIC MF Large & Mid Cap Regular Growth has a Medium risk & High return.
LIC MF Large & Mid Cap Regular Growth is managed by Sudhanshu Asthana.
The expense ratio of LIC MF Large & Mid Cap Regular Growth is 3.11%.
The 5 year annualized return on LIC MF Large & Mid Cap Regular Growth is 12.27% & it has generated 5.28% in the last 1 year.
The minimum investment in LIC MF Large & Mid Cap Regular Growth is 5000 Rs.
LIC MF Large & Mid Cap Regular Growth has an AUM of 3092.95 crores.
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