Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.54%
1 Month-11.46%
3 Months-13.08%
6 Months-11.80%
1 Year-5.02%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jul 2023)+10.37%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-17.85%
3 Year SIP—
5 Year SIP—
Since Inception (Jul 2023)-1.85%
Fund Details
Fund HouseLIC Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹337 Cr
Expense Ratio2.50%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date31 Jul 2023
AMFI Code152001
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
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 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 Mid Cap Fund-Regular Plan-Growth is a Mid Cap mutual fund offered by LIC Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹337 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.50%.
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