LIC MF Large & Mid Cap Fund - Direct Plan
To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies.
Suitability
Long Term Capital Growth.Investing predominantly in equity and equity related securities of mid-cap companies
Fund Info
| Scheme Class | Equity |
| Scheme Category | Large & Mid- Cap |
| Benchmark Type | S&P BSE 200 India TR INR |
| Expense Ratio | 1.56% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 569 |
| AMC AUM (in Crs.) | ₹ 20,411 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 11.54% | |
| 1000 | 1000 | 12.73% | |
| 0 | 1000 | 15.2% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Treps | Cash - Repurchase Agreement | 9 |
| Bajaj Finance Ltd | Equity | 6 |
| HDFC Bank Ltd | Equity | 5 |
| ICICI Bank Ltd | Equity | 5 |
| City Union Bank Ltd | Equity | 5 |
| Avenue Supermarts Ltd | Equity | 4 |
| Tata Consultancy Services Ltd | Equity | 4 |
| Cholamandalam Investment and Finance Co Ltd | Equity | 4 |
| Infosys Ltd | Equity | 4 |
| Bajaj Finserv Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 92 |
| Cash - Repurchase Agreement | 9 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 40 |
| Consumer Cyclical | 15 |
| Cash - Repurchase Agreement | 9 |
| Basic Materials | 8 |
| Technology | 7 |
LIC Mutual Fund
AUM₹20,411 Cr
About
Established in 20th April 1989, it is an associate company of one of the most reputed brands of India, LIC. LIC Mutual funds aim to create financial discipline and corporate governance and is chosen by many investors, due to it being a pioneering brand.##The motto of LIC is to create value for its investors by adopting an investing strategy that is innovative, yet stable for a dynamic environment, such as ours. It targets to cater to all segments of the society and creating an investment experience which is unparalleled.##It offers a large variety of funds, starting from equity, debt, hybrid, solution oriented and index funds. Investors of different risk appetites and investment duration can build a strong portfolio through LIC mutual funds.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m