LIC MF Large & Mid Cap Fund Regular-Growth-0.36%

4Groww
-2.15%
1 Year Return
Equity
Large & Mid Cap
4.0 star
6M
1Y
3Y
All

Fund Details

LIC MF Large & Mid Cap Fund Regular-Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.78%
NAV14.3 (23 Jul 2019)
Fund Started25 Feb 2015
Fund Size505 Cr

Returns

1Y
3Y*
5Y*
Since inception*
LIC MF Large & Mid Cap Fund Regular-Growth
-2.1%
10.7%
NA
8.8%
Category Average
0.0%
11.5%
11.7%
-
Rank within category
10
2
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -2.1% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity6.4%
    FinancialEquity6.1%
    FinancialEquity5.3%
    FinancialEquity4.9%
    FinancialEquity4.4%
    FinancialEquity4.1%
    Tata Consultancy Services Ltd.TechnologyEquity3.6%
    ChemicalsEquity3.3%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.1%
    FMCGEquity2.8%
    See All

    Other Details

    Investment Objective

    To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of midcap companies. However there can be no assurance that the investment objective of the scheme will be achieved.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
    Exit Load

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    About LIC Mutual Fund

    LIC Mutual Fund started their mutual fund on 20/04/1994 and its managing total assets of ₹22,871 Cr. Its ranked at 17 as per total assets at end of 30th Sep 2017.

    Established in 20th April 1989, it is an associate company of one of India's most reputed brands 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.

    Address
    4TH FLOOR, INDUSTRIAL INSURANCE BUILDING, OPP. CHURCHGATE STATION MUMBAI 400020
    Phone
    022-66016000
    Launch Date
    19 Apr 1994
    Website
    NA
    LIC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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