LIC MF Mid Cap Fund-Regular Plan-Growth
Category: Equity: Mid Cap
Launch Date: 02-02-2017
AUM:
₹ 334.4 Cr
Expense Ratio
2.48%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF397L01JO0
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
200
Fund Manager
FM1 Mr. Karan Doshi FM2 Mr. Dikshit Mittal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| LIC MF Mid Cap Fund-Regular Plan-Growth | 3.29 | 27.03 | 26.56 |
| NIFTY MIDCAP 150 TRI | 4.87 | 30.57 | 32.94 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
29.5379
Last change
0.25 (0.8396%)
Fund Size (AUM)
₹ 334.4 Cr
Performance
13.78% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. There can be no assurance that the investment objective under the scheme will be realized.
Fund Manager
FM1 Mr. Karan Doshi FM2 Mr. Dikshit Mittal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| SHAKTI PUMPS (INDIA) LIMITED EQ | 3.69 |
| Treps | 3.64 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.22 |
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | 3.18 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 2.73 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.38 |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | 2.24 |
| GARWARE HI-TECH FILMS LIMITED EQ | 2.19 |
| CONTAINER CORPORATION OF INDIA LTD. EQ NEW FV RS. 5/- | 2.08 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.06 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 18.23 |
| Financial Services | 15.44 |
| Automobile and Auto Components | 10.4 |
| Consumer Services | 8.62 |
| Information Technology | 7.5 |
| Chemicals | 6.57 |
| Healthcare | 6.46 |
| Consumer Durables | 5.09 |
| Fast Moving Consumer Goods | 4.5 |
| N/A | 2.95 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| LIC MF Mid Cap Fund Reg Gr | 26.56 |
| Invesco India MidCap Gr | 30.91 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Edelweiss MidCap Reg Gr | 33.95 |
| Motilal Oswal Midcap Fund Reg Gr | 36.88 |
| Sundaram MidCap Gr | 29.97 |
| Nippon India Growth Fund Gr Gr | 33.74 |
| HDFC Mid-Cap Opportunities Gr | 33.49 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| Franklin India Prima Fund Gr | 28.16 |