LIC MF Large & Mid Cap Fund – Direct Plan – AUM, NAV, Returns and more

LIC MF Large & Mid Cap Fund is an Open-ended, large-cap category fund launched in 2015 by LIC Mutual Fund Asset Management Ltd. The fund manager name is Rahul Baijal. The risk in this fund is above average but the returns are above average. In this article, we will do a detailed analysis of the LIC MF Large & Mid Cap Fund, we will dig deep into its AUM, NAV, Returns & more.

LIC MF Large & Mid Cap Fund


LIC MF Large & Mid Cap Fund Ranking

Crisil MF Rank 5of5

Background of LIC MF Large & Mid Cap Fund

Name of Fund LIC MF Large & Mid Cap Fund-Direct Plan
Type of Fund ( Open / Close) Open-ended
Category of Fund  Equity: Large & Mid Cap
Fund Manager Sachin Relekar
Launch Date 1-Feb-2015

Invest in LIC MF Large & Mid Cap Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


LIC MF Large & Mid Cap Fund Performance

Risk Grade Above Average
Return Grade Above Average
NAV (as on current Date) Rs. 14.94 as on Dec 14, 2018
Net Asset (as on current date) Rs. 379.8 crore as on Nov 30, 2018

LIC MF Large & Mid Cap Fund Portfolio Characteristics

Total Stock/Securities 38
Total Bonds
Avg Market Cap (in cr) 43543
Portfolio P/B Ratio 4.2
Portfolio P/E Ratio 32.41
3Y Earning Growth (%) 14.35

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LIC MF Large & Mid Cap Fund Composition

Equity 85.92%
Debt 0.00%
Cash 14.08%

LIC MF Large & Mid Cap Fund Risk Analysis

Standard Deviation 16.11
Sharpe Ratio 0.61
Beta 0.95
R Square 0.91
Alpha 3.03

LIC MF Large & Mid Cap Fund NAV – Yearly

2018 14.94
2017 15.84
2016 11.11
2015 9.72
2014
52 Week High (NAV) 16.51
52 Week Low (NAV) 13.73

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LIC MF Large & Mid Cap Fund Returns – Yearly

2018 -5.680%
2017 42.550%
2016 14.350%
2015
2014

LIC MF Large & Mid Cap Fund AUM

2018 338
2017 225
2016 100
2015 76
2014

LIC MF Large & Mid Cap Fund Expense Ratio

2018
2017
2016
2015
2014

LIC MF Large & Mid Cap Fund Quarterly Returns

2018 Q1 -6.100%
2018 Q2 -0.820%
2018 Q3 -1.360%
2018 Q4
2017 Q1 16.040%
2017 Q2 6.290%
2017 Q3 2.770%
2017 Q4 12.450%
2016 Q1 -3.990%
2016 Q2 9.310%
2016 Q3 15.670%
2016 Q4 -5.800%
2015 Q1
2015 Q2 -0.610%
2015 Q3 -1.880%
2015 Q4 0.210%
2014 Q1
2014 Q2
2014 Q3
2014 Q4

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Fund Weightage by Sector

1 Financial (32.86%)
2 Chemicals (12.31%)
3 Automobile (8.18%)
4 FMCG(7.88%)
5 Energy (4.11%)
6 Healthcare (3.82%)
7 Communication (3.09%)
8 Services (3.04%)
9 Technology (3.04%)
10 Engineering (2.88%)

LIC MF Large & Mid Cap Fund Weightage by Securities Holding

1 Bajaj Finance (5.96%)
2 HDFC Bank (4.81%)
3 City Union Bank (4.58%)
4 ICICI Bank (4.14%)
5 Mahindra & Mahindra (4.02%)
6 HDFC (3.72%)
7 Tata Chemicals (3.62%)
8 TI Financial Holdings (3.11%)
9 Vinati Organics (3.09%)
10 Sterlite Technologies (3.09%)

Mid Cap Fund Investment Information

AMC LIC Mutual Fund Asset Management Company Ltd
Registrar Karvy Fintech Pvt Ltd.
Minimum Investment 5000
Minimum SIP Investment 1000
Exit Load For Units in Excess of 12% of the investment, 1% will be charged for redemption within 365 days


Conclusion

The scheme seeks to generate long-term capital appreciation by investing substantially in a portfolio of equity and equity-linked instruments of large-cap and mid-cap companies.


Invest in LIC MF Large & Mid Cap Fund– Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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