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LIC MF Large & Midcap Fund-(IDCW)

IDCW
35.061.83% (-0.65)

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LIC MF Large & Midcap Fund-(IDCW)

IDCW
EquityLarge & Mid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,125 Cr
Very High RiskPrinciple investment will be at very high risk
35.061.83% (-0.65)

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Returns
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EquityLarge & Mid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,125 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5947.671.55
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3448.501.31

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 12% on units and 1% on remaining units on or before 3M Nil after 3M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Large & Mid Cap Fund

Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.

Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge & Mid Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
LIC MF Large & Midcap Fund-(IDCW)32.48%16.98%13.62%
Mirae Asset Large & Midcap Fund(IDCW)21.42%6.99%17.55%
SBI Large & Midcap Fund(IDCW-Payout)23.47%19.76%16.00%
Kotak Equity Opp Fund(IDCW-Payout)29.64%22.95%12.80%

Price Comparison

Compare LIC MF Large & Midcap Fund-(IDCW) with any MF, ETF, stock or index
Compare LIC MF Large & Midcap Fund-(IDCW) with any MF, ETF, stock or index
LIC MF Large & Midcap Fund-(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity3.16%96.84%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+37 moreConsumer FinanceSpecialized FinanceIT Services & ConsultingIndustrial MachineryPrivate Banks66.74 %4.44 %4.80 %5.42 %6.17 %12.44 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2415.53%15.93%14.81%13.65%11.93%12.44%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.56 %

    Holdings

    4.86 %

    0.56 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.39 %

    Holdings

    4.77 %

    0.39 %
  • Trent Ltd
    TRENT
    3M change : -0.25 %

    Holdings

    3.36 %

    -0.25 %

AMC Profile

LIC Mutual Fund was established on 20th April 1989 by LIC of India. Its current Asset under Management (AUM) surpasses Rs.14 crore.

  • No.of Schemes

    34

  • Total AUM

    ₹ 30,497.25 Cr.

Fund Manager Profile

Yogesh Patil

AUM:  ₹8,248.08 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Dikshit Mittal

AUM:  ₹6,971.89 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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