LIC MF Large & Mid Cap Fund - Direct Plan

AMC: LIC Moderate Risk Equity Large & Mid Cap

📊 Quick Summary Of This Page

LIC MF Large & Mid Cap Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
0.55%
Expense Ratio
Mr. Sudhanshu Asthana
Fund Manager
IDCW Payout
Plan Type
02 Feb 2015
Launch Date
1%
12% of the units allotted shall be redeemed or switched out without any exit load, on or before completion of 3 months from the date of allotment of units. 1% on remaining units if redeemed or switched out on or before completion of 3 months from the date of allotment of units. Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.
Exit Load
NAV Momentum
Fund Analysis

LIC MF Large & Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Large & Mid Cap funds is 76.78% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 5.59% -1.86%
2 Year Return 45.00% 11.61%
3 Year Return 54.29% 32.10%
4 Year Return 138.44% 57.26%
5 Year Return 154.51% 76.78%
6 Year Return 146.33% 125.17%
7 Year Return 262.18% 141.57%
Expense Ratio 0.55% -
NAV History
Fund Information

AMC: LIC

Category: Equity • Large & Mid Cap

Launch Date: 02 Feb 2015

Fund Manager: Mr. Sudhanshu Asthana

Minimum Purchase: ₹5,000

Exit Load: 12% of the units allotted shall be redeemed or switched out without any exit load, on or before completion of 3 months from the date of allotment of units. 1% on remaining units if redeemed or switched out on or before completion of 3 months from the date of allotment of units. Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.

Lock-in: 1

Risk: Moderate Risk

About This Fund

LIC MF Large & Mid Cap Fund - Direct Plan is managed by LIC and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

LIC MF Large & Mid Cap Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of LIC MF Large & Mid Cap Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

LIC MF Large & Mid Cap Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in LIC MF Large & Mid Cap Fund - Direct Plan, based on the latest portfolio data.

LIC MF Large & Mid Cap Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of LIC MF Large & Mid Cap Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

LIC MF Large & Mid Cap Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

LIC MF Large & Mid Cap Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

LIC MF Large & Mid Cap Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, LIC MF Large & Mid Cap Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

LIC MF Large & Mid Cap Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing LIC MF Large & Mid Cap Fund - Direct Plan and making investment decisions.

Yes, LIC MF Large & Mid Cap Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

LIC MF Large & Mid Cap Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of LIC MF Large & Mid Cap Fund - Direct Plan to estimate returns and wealth creation over different time periods.