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L&T Midcap Fund

L&T Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.58

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,117 today.

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NAV Performance

L&T Midcap Fund performance graph for last 3 years
Performance of L&T Midcap Fund for last 3 Years

Fund Information

  • ₹ 214.470

    as on 20 Oct 2021
  • Regular - Growth

  • 13 / 25

  • ₹ 5,000

  • ₹ 6,726 Cr.

    as on 20 Oct 2021
  • 1.89%

    since 31 May 2021
  • 09 Aug 2004

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • L&T Mutual Fund

    Show All Funds
  • L&T Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

L&T Midcap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 09 Aug 2004. This fund is offered by one of the top AMC (Assets Management Company) L&T Mutual Fund. You can also view here all other Equity funds offered by L&T Mutual Fund.

Latest NAV of the fund is ₹ 214.470 as on 20 Oct 2021.

This fund has 17 years of track record. Since 31 May 2021 expense ratio of this fund is 1.89%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate capital appreciation by investing in primarily in Midcap Stocks.

List of Fund Managers of L&T Midcap Fund

  • About Venugopal M

    Picture of Venugopal M
  • About Vihang Naik

    Picture of Vihang NaikVihang Naik is fund manager at L&T Investment Management with an overall experience of 11 years in equity research. He manages L&T Long Term Advantage Fund, L&T Emerging Opportunities Fund and co-manages L&T Midcap Fund.Prior to this, he was a Research Analyst with MF Global Sify Securities. His previous assignments include research analyst in Motilal Oswal Securities and SBI Cap Limited. Vihang is a Certified Financial Analyst and a Bachelor of Management Studies from Mumbai University.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.00% 18.06% 43.56% 91.72% 58.85% 37.47% 21.18% 21.90% 85.79% 76.99% 55.49% 32.53% 22.54%
Category Average 5.13% 12.22% 32.55% 74.25% 37.04% 25.82% 16.05% 18.84% 65.87% 54.97% 38.61% 23.58% 19.86%
L&T Midcap Fund 3.84%₹ 10,384 9.50%₹ 10,950 24.09%₹ 12,408 57.58%₹ 15,758 50.51%₹ 15,069 29.19%₹ 16,724 44.11%₹ 35,894 19.58%₹ 17,117 30.93%₹ 56,045 14.77%₹ 19,922 18.99%₹ 96,326 19.94%₹ 61,700 19.98%₹ 3,44,165
DSP Midcap Fund 2.52%₹ 10,252 8.82%₹ 10,881 25.30%₹ 12,530 53.07%₹ 15,307 46.27%₹ 14,825 31.02%₹ 17,205 42.33%₹ 35,382 24.61%₹ 19,370 32.40%₹ 57,147 15.47%₹ 20,531 21.04%₹ 1,01,240 18.88%₹ 56,451 20.11%₹ 3,46,535
Axis Mid Cap Fund 3.75%₹ 10,375 14.75%₹ 11,475 32.47%₹ 13,246 68.13%₹ 16,812 63.44%₹ 15,803 35.69%₹ 18,457 51.53%₹ 38,066 29.72%₹ 21,857 39.26%₹ 62,487 21.18%₹ 26,143 27.72%₹ 1,18,868 21.90%₹ 72,553 22.54%₹ 3,95,363
Invesco India Midcap Fund 5.92%₹ 10,592 10.84%₹ 11,083 33.47%₹ 13,347 67.76%₹ 16,775 62.07%₹ 15,726 36.69%₹ 18,732 51.33%₹ 38,008 25.86%₹ 19,964 37.43%₹ 61,025 17.78%₹ 22,671 24.38%₹ 1,09,733 20.28%₹ 63,499 21.19%₹ 3,67,501
Kotak Emerging Equity Fund 3.91%₹ 10,391 10.37%₹ 11,036 27.56%₹ 12,755 74.47%₹ 17,447 61.20%₹ 15,677 37.69%₹ 19,008 54.47%₹ 38,940 28.03%₹ 21,013 39.33%₹ 62,537 17.36%₹ 22,277 24.57%₹ 1,10,257 21.19%₹ 68,439 22.19%₹ 3,87,944
PGIM India Midcap Opportunities Fund 5.39%₹ 10,539 16.22%₹ 11,622 40.97%₹ 14,096 91.72%₹ 19,172 85.79%₹ 17,035 58.85%₹ 25,329 76.99%₹ 45,886 37.47%₹ 26,022 55.49%₹ 76,413 20.43%₹ 25,344 32.53%₹ 1,33,171 - -

Portfolio Holdings

Portfolio holdings pattern of L&T Midcap Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    97.88%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.12%

Top Sector Holdings of L&T Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 11.76% ₹ 790.74 Cr.
NBFC 9.48% ₹ 638.03 Cr.
Computers - Software 8.37% ₹ 563.28 Cr.
Chemicals - Speciality 6.15% ₹ 413.54 Cr.
Personal care 5.14% ₹ 345.62 Cr.
Others 59.10% -

Top Stock Holdings of L&T Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
Mphasis Ltd. 5.35% ₹ 359.98 Cr.
Emami Ltd. 5.14% ₹ 345.62 Cr.
Bayer Cropscience Ltd. 3.67% ₹ 246.99 Cr.
Birlasoft Ltd. 3.02% ₹ 203.30 Cr.
Sundaram Finance Limited 3.00% ₹ 201.92 Cr.
Others 79.82% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.59%
Net Receivables -0.47%