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LIC MF Midcap Fund(IDCW)

IDCW
30.552.13% (-0.67)

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LIC MF Midcap Fund(IDCW)

IDCW
EquityMid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 319 Cr
Very High RiskPrinciple investment will be at very high risk
30.552.13% (-0.67)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityMid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 319 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.5557.591.74
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2858.071.74

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 12% of units and 1% for remaining units on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 500
BenchmarkBenchmark
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About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
LIC MF Midcap Fund(IDCW)33.36%22.04%15.17%
HDFC Mid-Cap Opportunities Fund(IDCW)23.76%21.15%14.28%
Kotak Emerging Equity Fund(IDCW-Payout)38.46%25.80%17.70%
Nippon India Growth Fund(IDCW)24.65%22.44%11.34%

Price Comparison

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

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity1.98%98.02%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+30 moreSpecialized FinanceIT Services & ConsultingRetail - SpecialityIndustrial MachineryAuto Parts56.63 %5.32 %8.15 %9.26 %9.34 %11.31 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2411.92%11.23%9.78%12.25%10.33%11.31%
Auto Parts as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Shakti Pumps (India) Ltd
    SHAKTIPUMP
    3M change : -0.35 %

    Holdings

    4.73 %

    -0.35 %
  • Trent Ltd
    TRENT
    3M change : -0.52 %

    Holdings

    4.31 %

    -0.52 %
  • UNO Minda Ltd
    UNOMINDA
    3M change : -0.30 %

    Holdings

    3.48 %

    -0.30 %

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

    ₹ 30,274.18 Cr.

Fund Manager Profile

Karan Doshi

AUM:  ₹1,901.84 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7yrs

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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