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LIC MF Large & Mid Cap Fund Direct Growth

Equity
Large & MidCap
Very High Risk
25.01%
3Y annualised
-0.33% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹27.07
Min. SIP amount₹1,000
Rating4star
Fund size₹1,502.75 Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns58.9%25.0%17.5%16.1%
Category average59.0%15.2%14.8%NA
Rank with in category2497NA
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Holdings (66)

NameSectorInstrumentAssets
FinancialEquity5.8%
TechnologyEquity5.8%
FinancialEquity4.5%
TechnologyEquity3.1%
ServicesEquity2.6%
ChemicalsEquity2.6%
Indian Railway Catering & Tourism Corporation Ltd.
ServicesEquity2.6%
FinancialEquity2.5%
EnergyEquity2.2%
ChemicalsEquity2.1%
See All

Pros and cons

info
Category: Equity Large & MidCap
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Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.87%
Higher alpha: 3.26 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 TRI - in the last 3Y
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Cons

1Y annualised returns lower than category average by 0.1%

Expense ratio, exit load and tax

Expense ratio: 0.87%

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 termsinfo
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

Sachin Relekar
Feb 2015 - Present
View details
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Yogesh Patil
Sep 2020 - Present
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Fund house & investment objective

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Fund house contact details

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