LIC MF Large & Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
21.65%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 May 2024₹39.34
Min. SIP amount₹1,000
Rating2
Fund size₹2,738.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns46.6%21.6%20.5%16.0%
Category average44.9%21.4%19.9%NA
Rank with in category141512NA
Understand terms

Holdings (74)

NameSectorInstrumentAssets
FinancialEquity4.81%
FinancialEquity4.73%
FinancialEquity3.52%
ServicesEquity2.61%
FinancialEquity2.54%
EnergyEquity2.31%
Capital GoodsEquity2.16%
ServicesEquity1.98%
FinancialEquity1.93%
Capital GoodsEquity1.90%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2
Higher alpha: 3.04 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
Lower expense ratio: 0.62%

Expense ratio, exit load and tax

Expense ratio: 0.62%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹1,000

Fund management

Dikshit Mittal
Jun 2023 - Present
View details

Education
Mr. Mittal is a MBA (Finance) - ICFAI Busines School, Hyderabad. B-Tech (Chemical) - Punjab Technical University.
Experience
Prior to joining LIC Mutual Fund Asset Management Ltd., he has worked with Subhkam Ventures Pvt. Limited. SBI Capital Securities and Alchemy Shares and Stock Brokers.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Industrial Assurance BuildingGround Floor, Opp. Churchgate Station Mumbai 400020
Phone
022-66016177 / 022-66016178
Launch Date
20 Apr 1994
LIC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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