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LIC MF Mid Cap Fund-Regular Plan-Growth

Category: Equity: Mid Cap Launch Date: 02-02-2017
AUM:

₹ 272.73 Cr

Expense Ratio

2.5%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF397L01JO0

Minimum Investment

5000.0

Minimum Topup

500.0

Minimum SIP Amount

Fund Manager

Karan Doshi, Dikshit Mittal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
LIC MF Mid Cap Fund-Regular Plan-Growth 57.39 22.47 22.35
NIFTY MIDCAP 150 TRI 59.33 27.46 27.93
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
28.5974
Last change
0.42 (1.4809%)
Fund Size (AUM)
₹ 272.73 Cr
Performance
15.3% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.

Fund Manager
Karan Doshi, Dikshit Mittal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Trent Ltd. 3.89
UNO Minda Ltd. 3.76
Shakti Pumps (India) Ltd. 3.76
Bharat Electronics Ltd. 3.25
Others 3.02
ICICI Bank Ltd. 2.75
The Federal Bank Ltd. 2.57
Power Finance Corporation Ltd. 2.45
ZF Commercial Vehicle Control Systems India Ltd. 2.4
Alkem Laboratories Ltd. 2.29

Sector Allocation

Sector Holdings (%)
Automobile 18.46
Financial 18.06
Services 16.12
Capital Goods 11.74
Chemicals 6.37
Materials 5.58
Construction 3.87
Healthcare 3.3
Consumer Discretionary 3.04
Others 2.79

Peer Comparison

Scheme Name 5Y (%)
LIC MF Mid Cap Fund Reg Gr 22.35
Quant MidCap Gr 35.1
ITI Mid Cap Fund Reg Gr 0.0
JM Midcap Fund Reg Gr 0.0
HSBC Midcap Fund Reg Growth 23.17
ICICI Pru MidCap Gr 24.85
Mahindra Manulife Mid Cap Fund Reg Gr 28.31
Nippon India Growth Fund Gr Gr 28.18
Motilal Oswal Midcap Fund Reg Gr 29.67
Sundaram MidCap Gr 22.46