LIC MF Mid Cap Fund-Regular Plan-Growth
Category: Equity: Mid Cap
Launch Date: 02-02-2017
AUM:
300.89 Cr
Expense Ratio
2.5%
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 | 8.57 | 20.64 | 15.09 |
| NIFTY MIDCAP 150 TRI | 14.16 | 24.2 | 20.5 |
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
28.6365
Last change
0.33 (1.1482%)
Fund Size (AUM)
₹ 300.89 Cr
Performance
12.08% (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 (%) |
|---|---|
| Treps | 4.6 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.2 |
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | 2.95 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.28 |
| SHAKTI PUMPS (INDIA) LIMITED EQ | 2.2 |
| APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- | 2.15 |
| HITACHI ENERGY INDIA LIMITED EQ | 2.1 |
| SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- | 2.09 |
| SRF LIMITED EQ | 2.02 |
| GARWARE HI-TECH FILMS LIMITED EQ | 1.95 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.39 |
| Capital Goods | 17.48 |
| Automobile and Auto Components | 11.18 |
| Consumer Services | 9.32 |
| Healthcare | 7.54 |
| Chemicals | 6.63 |
| Fast Moving Consumer Goods | 4.41 |
| Information Technology | 4.38 |
| Consumer Durables | 3.99 |
| Telecommunication | 2.41 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| LIC MF Mid Cap Fund Reg Gr | 15.09 |
| ICICI Pru MidCap Gr | 21.08 |
| HSBC Midcap Fund Reg Growth | 18.83 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset MidCap Reg | 17.92 |
| Kotak Midcap Fund Reg Gr | 19.09 |
| Invesco India MidCap Gr | 21.46 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 22.83 |