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LIC Large And Midcap Fund

LIC Large And Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.36

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,579 today.

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NAV Performance

LIC Large And Midcap Fund performance graph for last 3 years
Performance of LIC Large And Midcap Fund for last 3 Years

Fund Information

  • ₹ 29.528

    as on 08 Dec 2023
  • Regular - Growth

  • 10 / 26

  • ₹ 5,000

  • ₹ 1,956 Cr.

    as on 31 May 2023
  • 2.04%

  • 25 Feb 2015

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • LIC Mutual Fund

    Show All Funds
  • LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

LIC Large And Midcap Fund is an Open-ended Equity Fund. The fund belongs to Large & 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 25 Feb 2015. This fund is offered by one of the top AMC (Assets Management Company) LIC Mutual Fund. You can also view here all other Equity funds offered by LIC Mutual Fund.

Latest NAV of the fund is ₹ 29.528 as on 08 Dec 2023.

This fund has 8 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.04%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of midcap companies.

List of Fund Managers of LIC Large And Midcap Fund

  • About Yogesh Patil

    Picture of Yogesh PatilMr. Patil is an MBA (Finance). Prior to joining LIC Mutual Fund, he has worked with Canara Robeco Mutual Fund, Sahara Mutual Fund and Religare Enterprise Limited.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very 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 9.62% 10.50% 26.86% 37.65% 29.35% 27.99% 21.71% 23.66% 48.92% 32.22% 25.63% 25.52% 19.45%
Category Average 7.08% 6.11% 18.90% 21.75% 13.79% 21.51% 17.41% 17.64% 36.23% 23.10% 19.42% 20.78% 15.90%
LIC Large And Midcap Fund 7.81%₹ 10,781 6.56%₹ 10,656 19.83%₹ 11,983 18.14%₹ 11,813 35.38%₹ 14,190 9.67%₹ 12,027 19.18%₹ 28,957 18.36%₹ 16,579 16.45%₹ 45,916 16.13%₹ 21,142 18.12%₹ 94,285 - -
SBI Large & Midcap Fund 6.35%₹ 10,634 3.70%₹ 10,370 14.46%₹ 11,445 17.25%₹ 11,725 27.94%₹ 13,745 14.19%₹ 13,039 20.80%₹ 29,390 22.78%₹ 18,511 19.23%₹ 47,759 18.19%₹ 23,085 21.48%₹ 1,02,304 17.68%₹ 51,022 16.48%₹ 2,84,881
ICICI Prudential Large & Mid Cap Fund 8.54%₹ 10,854 8.30%₹ 10,829 20.75%₹ 12,074 23.84%₹ 12,383 38.19%₹ 14,356 18.00%₹ 13,923 26.44%₹ 30,919 27.03%₹ 20,496 23.98%₹ 51,010 19.68%₹ 24,579 24.40%₹ 1,09,789 15.90%₹ 43,794 16.76%₹ 2,89,205
HDFC Growth Opportunities Fund 9.11%₹ 10,910 7.69%₹ 10,769 24.68%₹ 12,468 29.08%₹ 12,908 45.59%₹ 14,789 18.87%₹ 14,129 30.10%₹ 31,925 27.99%₹ 20,965 25.63%₹ 52,176 20.46%₹ 25,388 25.50%₹ 1,12,725 - -
Kotak Equity Opportunities Fund 6.33%₹ 10,633 5.17%₹ 10,516 17.31%₹ 11,731 22.17%₹ 12,217 33.23%₹ 14,062 15.92%₹ 13,436 23.47%₹ 30,110 21.38%₹ 17,881 19.89%₹ 48,201 18.77%₹ 23,654 21.16%₹ 1,01,520 17.60%₹ 50,697 16.62%₹ 2,87,067
Mirae Asset Emerging Bluechip Fund 7.94%₹ 10,793 5.51%₹ 10,550 20.27%₹ 12,027 21.29%₹ 12,129 35.50%₹ 14,197 10.72%₹ 12,259 21.41%₹ 29,556 20.83%₹ 17,643 17.69%₹ 46,732 19.97%₹ 24,877 21.25%₹ 1,01,748 23.66%₹ 83,839 19.45%₹ 3,34,445

Portfolio Holdings

Portfolio holdings pattern of LIC Large And Midcap Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    89.60%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    10.46%

Top Sector Holdings of LIC Large And Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.99% ₹ 396.38 Cr.
Computers - Software 6.73% ₹ 142.50 Cr.
Chemicals - Speciality 4.00% ₹ 100.27 Cr.
NBFC 2.87% ₹ 69.78 Cr.
Retailing 3.38% ₹ 69.01 Cr.
Others 65.03% -

Top Stock Holdings of LIC Large And Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 6.24% ₹ 127.61 Cr.
ICICI Bank Ltd. 5.53% ₹ 113.01 Cr.
Infosys Ltd. 3.74% ₹ 76.47 Cr.
Reliance Industries Ltd. 2.40% ₹ 48.98 Cr.
Kansai Nerolac Paints Ltd. 2.26% ₹ 46.28 Cr.
Others 79.83% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.11%
Net Receivables 4.35%