LIC MF Large & Mid Cap Direct
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 | Nifty Midcap 100 Index |
| Expense Ratio | 1.24% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 451 |
| AMC AUM (in Crs.) | ₹ 20,411 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 14.17% | |
| 500 | 500 | 11.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 11.15% | |
| 1000 | 1000 | 10.21% | |
| 1000 | 1000 | 14.42% | |
| 1000 | 1000 | 14.87% | |
| 1000 | 1000 | 12.37% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Treps | Cash - Repurchase Agreement | 12 |
| Bajaj Finance Ltd | Equity | 6 |
| HDFC Bank Ltd | Equity | 6 |
| City Union Bank Ltd | Equity | 5 |
| ICICI Bank Ltd | Equity | 5 |
| Bajaj Finserv Ltd | Equity | 4 |
| Housing Development Finance Corp Ltd | Equity | 4 |
| Bata India Ltd | Equity | 3 |
| Tata Consultancy Services Ltd | Equity | 3 |
| Tata Chemicals Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 89 |
| Cash - Repurchase Agreement | 12 |
| Cash | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 16 |
| Cash - Repurchase Agreement | 12 |
| Credit Services | 9 |
| Information Technology Services | 6 |
| Insurance - Diversified | 6 |
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.
Email
licmfamc@licmutual.com
Phone
1800 258 5678
Address
4th Floor, Industrial Assurance Bldg.,Opp.Churchgate Station,Churchgate, Mumbai - 400 020
LIC Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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