LIC MF Mid Cap Fund-Regular Plan-Growth
Category: Equity: Mid Cap
Launch Date: 02-02-2017
Asset Class:
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 2.5% As on ( 31-10-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 347.67 Cr As on ( 31-10-2025)
Turn over: 63
NAV as on 03-12-2025
29.0989
-0.27 ( -0.9138% )
CAGR Since Inception
12.82%
NIFTY Midcap 150 TRI 17.51%
Performance of LIC MF Mid Cap Fund-Regular Plan-Growth
Fund Managers

FM1 Mr. Karan Doshi FM2 Mr. Dikshit Mittal

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.

Returns Calculator for LIC MF Mid Cap Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of LIC MF Mid Cap Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF Mid Cap Fund-Regular Plan-Growth 14.87 0.86 -2.93 0.99
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
LIC MF Mid Cap Fund Reg Gr 02-02-2017 -1.84 15.25 18.28 18.5 0.0
Invesco India MidCap Gr 19-04-2007 8.82 26.5 25.98 25.28 18.42
HDFC Mid Cap Fund Gr 25-06-2007 6.79 20.17 24.51 26.22 18.37
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 6.57 21.25 24.53 0.0 0.0
Mirae Asset MidCap Reg 01-07-2019 6.05 17.28 19.25 22.98 0.0
ICICI Pru MidCap Gr 10-10-2004 5.71 20.7 21.05 23.27 15.77
Sundaram MidCap Gr 01-07-2002 3.51 20.17 22.99 23.79 15.36
Canara Robeco Mid Cap Fund Reg Gr 01-12-2022 3.2 17.45 0.0 0.0 0.0
Edelweiss MidCap Reg Gr 26-12-2007 2.89 22.35 23.83 25.73 18.28
Union MidCap Reg Gr 23-03-2020 2.89 15.97 18.26 22.15 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of LIC MF Mid Cap Fund-Regular Plan-Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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