Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.80%
1 Month-11.26%
3 Months-12.28%
6 Months-10.42%
1 Year-5.95%
3 Years (CAGR)+14.37%
5 Years (CAGR)+11.71%
10 Years (CAGR)+13.88%
Since Inception (Feb 2015)+11.63%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-16.57%
3 Year SIP+2.29%
5 Year SIP+7.41%
Since Inception (Feb 2015)+11.90%
Fund Details
Fund HouseLIC Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹3,045 Cr
Expense Ratio1.92%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date26 Feb 2015
AMFI Code133711
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
LIC MF Large & Mid Cap Fund-Regular Plan-Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
LIC MF Large & Mid Cap Fund-Regular Plan-Growth is a Large & Mid Cap mutual fund offered by LIC Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹3,045 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.92%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations