LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Category: Equity: Large and Mid Cap
Launch Date: 05-02-2015
AUM:
₹ 3,151.53 Cr
Expense Ratio
1.9%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF767K01NB5
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
200
Fund Manager
FM -1-Mr. Yogesh Patil, FM -2-Mr. Dikshit Mittal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 4.1 | 16.58 | 18.43 |
| NIFTY LARGE MIDCAP 250 TRI | 11.33 | 18.91 | 22.14 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
39.088
Last change
0 (3.0E-4%)
Fund Size (AUM)
₹ 3,151.53 Cr
Performance
13.54% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of midcap companies.
Fund Manager
FM -1-Mr. Yogesh Patil, FM -2-Mr. Dikshit Mittal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.1 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.62 |
| SHAKTI PUMPS (INDIA) LIMITED EQ | 3.41 |
| Treps | 3.28 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.37 |
| GARWARE HI-TECH FILMS LIMITED EQ | 2.09 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.0 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 1.99 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 1.96 |
| REC LIMITED EQ | 1.91 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.4 |
| Capital Goods | 17.78 |
| Automobile and Auto Components | 8.51 |
| Healthcare | 7.25 |
| Fast Moving Consumer Goods | 6.17 |
| Information Technology | 6.05 |
| Consumer Services | 5.2 |
| Chemicals | 3.84 |
| Services | 3.12 |
| Oil, Gas & Consumable Fuels | 3.01 |