LIC MF Mid Cap Fund-Regular Plan-Growth
Category: Equity: Mid Cap
Launch Date: 02-02-2017
AUM:
₹ 346.56 Cr
Expense Ratio
2.44%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF397L01JO0
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
200
Fund Manager
Dikshit Mittal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| LIC MF Mid Cap Fund-Regular Plan-Growth | 0.41 | 18.14 | 13.77 |
| NIFTY MIDCAP 150 TRI | 5.26 | 21.34 | 18.31 |
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
29.2954
Last change
0.05 (0.1796%)
Fund Size (AUM)
₹ 346.56 Cr
Performance
12.17% (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
Dikshit Mittal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Treps | 4.73 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.98 |
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | 2.68 |
| HITACHI ENERGY INDIA LIMITED EQ | 2.68 |
| SHAKTI PUMPS (INDIA) LIMITED EQ | 2.34 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.15 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 2.05 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 1.94 |
| SRF LIMITED EQ | 1.94 |
| SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- | 1.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.98 |
| Capital Goods | 18.54 |
| Automobile and Auto Components | 10.2 |
| Consumer Services | 9.01 |
| Healthcare | 7.48 |
| Chemicals | 6.85 |
| Fast Moving Consumer Goods | 4.64 |
| Information Technology | 4.33 |
| Consumer Durables | 3.77 |
| Realty | 2.3 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| LIC MF Mid Cap Fund Reg Gr | 13.77 |