LIC MF Large & Mid Cap
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.6%
Maximum Drawdown-18.6% | Oct 2024
Sharpe Ratio-0.33
Beta0.95
Upside Capture104%
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
AU Small Finance Bank LtdFinancial Services4.16%
Persistent Systems LtdTechnology3.99%
Eicher Motors LtdConsumers3.83%
CG Power & Industrial Solutions LtdCapital Goods3.63%
InterGlobe Aviation LtdCapital Goods3.42%
CarTrade Tech LtdConsumers3.29%
Bajaj Finance LtdFinancial Services3.17%
FSN E-Commerce Ventures LtdConsumers3.16%
Aditya Birla Capital LtdFinancial Services3.05%
Divi's Laboratories LtdServices3.02%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.88%
Exit Load1%
Regulatory & Tax Information
INF767K01NB5
ISINDailyDealing Frequency
Nifty LargeMidcap 250 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)