LIC MF Midcap Fund Regular Growth

• Alpha -0.20%
• Beta 0.86
• Sharpe Ratio0.60
• Std Deviation 17.86%
• Tracking Error 7.30%

The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized.

The LIC MF Midcap Fund Regular Growth has an AUM of 300.89 crores & has delivered CAGR of 15.01% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.50%. The minimum investment in LIC MF Midcap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 200.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Federal Bank, UNO Minda, Bharat Electronics & Hitachi Energy India.

The major sectors where the fund is invested are Consumer Financial Services, Chemical Manufacturing, Investment Services & Misc. Fabricated Products.

Some of the similar funds are ITI Mid Cap Fund Regular Growth, LIC MF Midcap Fund Regular Growth, Taurus Discovery (Midcap) Fund - Growth Option, JM Midcap Fund Regular Growth, Bank of India Mid Cap Fund Regular Growth. LIC MF Midcap Fund Regular Growth has a sharpe ratio of 0.60 & a standard deviation of 17.86%.