LIC MF Midcap Fund
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1–7 yearsInvestment Horizon
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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 Deviation20.1%
Sharpe Ratio-0.07
Beta1.01
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
Shakti Pumps (India) LtdCapital Goods3.94%
UNO Minda LtdConsumers3.39%
The Federal Bank LtdFinancial Services3.09%
Trent LtdConsumers2.92%
Bharat Electronics LtdCapital Goods2.32%
Coromandel International LtdCapital Goods2.18%
SRF LtdCapital Goods2.16%
Indian Hotels Co LtdConsumers2.15%
Mahindra & Mahindra Financial Services LtdFinancial Services2.10%
Persistent Systems LtdTechnology2.04%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.48%
Regulatory & Tax Information
INF397L01JM4
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)