Overview (as on 30 Jul 2021)

NAV

₹23.9295

1y returns

55.179%

Fund AUM

₹1,207 Cr

Expense Ratio

0.79%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
22.96%
Basic Materials
15.88%
Tech
13.94%
Consumer
10.35%
Industrials
9.98%
Health
9.55%
Defensive
7.69%
Communication
3.11%
Utilities
3.00%
Energy
2.33%
Real Estate
1.21%
Size Breakup
Large Cap
50.56%
Mid Cap
45.11%
Small Cap
4.33%

Key Metrics

Beta 

0.0

Std deviation 

18.73%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies.
Scheme Name
LIC MF Large & Mid Cap Direct Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
25 February, 2015
Fund Manager
Sachin Relekar
Fund House Details
Fund House
LIC Mutual Fund Asset Management Limited
Email
licmfamc@licmutual.com
Phone
+912222843660
Address
LIC Mutual Fund Asset Management Limited,4th Floor, Industrial Assurance Building,,Opp. Churchgate Station,

Other Related Plans

Peer Funds

LIC MF Large & Mid Cap Direct Growth

NAV

₹23.9295

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Sachin Relekar
Sachin Relekar

leader

Work Experience
"null"
Yogesh Patil
Yogesh Patil

leader

Work Experience
"-"

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