LIC MF Large & Mid Cap Fund-Direct Plan-IDCW
Expense Ratio: 0.58
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 02-02-2015
Exit Load: Nil
Fund Size:₹3,137.04 Cr
Performance
1Y
Fund-4.48%
Cat. Avg.-1.53%
2Y
Fund-2.93%
Cat. Avg.-0.29%
3Y
Fund11.71%
Cat. Avg.12.73%
5Y
Fund7.46%
Cat. Avg.10.89%
10Y
Fund11.01%
Cat. Avg.13.84%
SI
Fund11.13%
Cat. Avg.12.33%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | AU Small Finance Bank Ltd. | 125.95 | 4.07% |
| 2 | InterGlobe Aviation Ltd. | 108.50 | 3.51% |
| 3 | Axis Bank Ltd. | 104.78 | 3.39% |
| 4 | Schneider Electric Infrastructure Ltd. | 103.11 | 3.33% |
| 5 | Schaeffler India Ltd. | 102.74 | 3.32% |
| 6 | Bharat Forge Ltd. | 100.74 | 3.26% |
| 7 | CG Power and Industrial Solutions Ltd. | 98.79 | 3.19% |
| 8 | Bajaj Finance Ltd. | 97.96 | 3.17% |
| 9 | Apollo Hospitals Enterprise Ltd. | 94.91 | 3.07% |
| 10 | Larsen & Toubro Ltd. | 94.01 | 3.04% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58636 | -2.3% | -4.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.19 L. | -1.1% | -1.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.87 L. | +3.9% | +2.6% |
| 5Y | 08 Nov, 21 | 3 L. | 3.73 L. | +24.4% | +8.9% |
| 10Y | 07 Nov, 16 | 6 L. | 10.90 L. | +81.6% | +11.6% |
| SI | 09 Mar, 15 | 7 L. | 14.33 L. | +104.8% | +11.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 95516 | -4.5% | -4.5% |
| 2Y | 16 Oct, 24 | 1 L. | 94235 | -5.8% | -2.9% |
| 3Y | 16 Oct, 23 | 1 L. | 1.39 L. | +39.4% | +11.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.43 L. | +42.7% | +7.4% |
| 10Y | 17 Oct, 16 | 1 L. | 2.88 L. | +187.5% | +11.1% |
| SI | 26 Feb, 15 | 1 L. | 3.42 L. | +241.6% | +11.1% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.