LIC MF Midcap Fund Regular Growth

• Alpha -0.20%
• Beta 0.86
• Sharpe Ratio0.82
• Std Deviation 16.23%
• 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 345.56 crores & has delivered CAGR of 16.29% 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 UNO Minda, Shakti Pumps India Ltd, Federal Bank & Treps.

The major sectors where the fund is invested are Consumer Financial Services, Chemical Manufacturing, Software & Programming & Misc. Capital Goods.

Some of the similar funds are LIC MF Midcap Fund Regular Growth, Taurus Discovery (Midcap) Fund - Growth Option, ITI Mid Cap Fund Regular Growth, JM Midcap Fund Regular Growth, Bank of India Mid Cap Fund Regular Growth. LIC MF Midcap Fund Regular Growth has a sharpe ratio of 0.82 & a standard deviation of 16.23%.