LIC MF Midcap Fund Regular Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹375.90 Cr
Expense Ratio
2.50%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹200.00
Launch Date
25 Jan 2017
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.62% | -- |
| 3 Months | +7.73% | -- |
| 6 Months | +14.01% | -- |
| 1 Year | +7.33% | +7.33% |
| 2 Years | -- | +1.03% |
| 3 Years | +52.18% | +15.02% |
| 5 Years | +78.6% | +12.3% |
| Since Launch | +211.66% | +12.54% |
Holdings as on 13 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Info Edge (India) | 15.95 | 4.24 |
| Federal Bank | 12.90 | 3.43 |
| Hitachi Energy India | 12.45 | 3.31 |
| Coforge | 12.05 | 3.20 |
| Garware Hi-Tech Films | 11.17 | 2.97 |
| Persistent Systems | 10.81 | 2.88 |
| DEE Development Engineers | 10.26 | 2.73 |
| UNO Minda | 9.87 | 2.62 |
| Nippon Life India Asset Management | 9.58 | 2.55 |
| Solar Industries India | 9.20 | 2.45 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.59
Sharpe Ratio
18.92%
Std. Deviation
7.30%
Tracking Error
-0.20%
Alpha
0.86
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ITI Mid Cap Fund Regular Growth | +11.18% | +18.04% | +14.72% |
| LIC MF Midcap Fund Regular Growth | +7.33% | +15.02% | +12.3% |
| Taurus Discovery (Midcap) Fund - Growth Option | +4.03% | +8.33% | +12% |
| JM Mid Cap Fund Regular Growth | +7.78% | +16.45% | -- |
| Bank of India Mid Cap Fund Regular Growth | +5.2% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 375.90 crores & has delivered CAGR of 12.30 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 & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Info Edge (India), Federal Bank, Hitachi Energy India, Coforge.
The major sectors where the fund is invested are Electronic Instr. & Controls, Investment Services, Chemical Manufacturing, Software & Programming.
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 Mid Cap Fund Regular Growth, Bank of India Mid Cap Fund Regular Growth. LIC MF Midcap Fund Regular Growth has a sharpe ratio of 0.59 & a standard deviation of 18.92%.
FAQs
According to the morning star rating LIC MF Midcap Fund Regular Growth has a Medium risk & High return.
LIC MF Midcap Fund Regular Growth is managed by Sudhanshu Asthana.
The expense ratio of LIC MF Midcap Fund Regular Growth is 2.50%.
The 5 year annualized return on LIC MF Midcap Fund Regular Growth is 12.30% & it has generated 7.33% in the last 1 year.
The minimum investment in LIC MF Midcap Fund Regular Growth is 5000 Rs.
LIC MF Midcap Fund Regular Growth has an AUM of 375.90 crores.
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