LIC MF Large & Mid Cap Fund Regular Growth-1.59%

4Groww
-8.81%
1 Year Return
Equity
Large & Mid Cap
4.0 star
6M
1Y
3Y
All

Fund Details

LIC MF Large & Mid Cap Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.77%
NAV14.73 (08 Jul 2019)
Fund Started24 Feb 2015
Fund Size491 Cr

Returns

1Y
3Y*
5Y*
Since inception*
LIC MF Large & Mid Cap Fund Regular Growth
-8.8%
8.7%
NA
7.9%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -8.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Age is less than 5 years
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Triparty RepoCurrent AssetsMoney Market15.3%
    Bajaj Finance Ltd.Financial ServicesEquity6.0%
    HDFC Bank Ltd.Financial ServicesEquity4.8%
    City Union Bank Ltd.Financial ServicesEquity4.6%
    ICICI Bank Ltd. Financial ServicesEquity4.1%
    Mahindra & Mahindra Ltd.AutomobileEquity4.0%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity3.7%
    Tata Chemicals Ltd.ChemicalsEquity3.6%
    TI Financial Holdings Ltd.Financial ServicesEquity3.1%
    Vinati OrganicsChemicalsEquity3.1%
    See All

    Fund Managers

    addSachin Relekar
    Education
    Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
    Funds Managed

    Other Details

    LIC MF Large & Mid Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by LIC Mutual Fund. This scheme was introduced to investors on 24 Feb 2015. Sachin Relekar is the Current Fund Manager of LIC MF Large & Mid Cap Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹491 Cr and the Latest NAV as of 08 Jul 2019 is ₹14.73.

    The LIC MF Large & Mid Cap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months..

    Investment Objective

    To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of midcap companies. However there can be no assurance that the investment objective of the scheme will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
    Exit Load

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    About LIC Mutual Fund

    Address
    4TH FLOOR, INDUSTRIAL INSURANCE BUILDING, OPP. CHURCHGATE STATION MUMBAI 400020
    Phone
    022-66016000
    Launch Date
    19 Apr 1994
    Website
    NA
    LIC Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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