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LIC MF Mid Cap Fund-Regular Plan-Growth
LIC MF Mid Cap Fund-Regular Plan-Growth
Category: Equity: Mid Cap
Launch Date: 02-02-2017
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
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.
Benchmark
NIFTY Midcap 150 TRI
Expense Ratio
2.5% As on (28-11-2025)
Minimum Investment | Top up
5000.0 | 500.0
Total Assets
349.65 Cr As on (28-11-2025)
Nav Movement
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 | 0.84 | -3.29 | 0.99 | ||
| Equity: Mid Cap | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.32 |
| Capital Goods | 17.86 |
| Consumer Services | 9.33 |
| Automobile and Auto Components | 9.12 |
| Information Technology | 7.21 |
| Healthcare | 7.19 |
| Chemicals | 6.07 |
| Fast Moving Consumer Goods | 5.23 |
| Consumer Durables | 4.19 |
| Realty | 2.7 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | 3.76 |
| SHAKTI PUMPS (INDIA) LIMITED EQ | 3.39 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.45 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.43 |
| MUTHOOT FINANCE LIMITED EQ | 2.34 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.33 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 2.19 |
| ALLIED BLENDERS AND DISTILLERS LIMITED EQ NEW FV RS.2/- | 2.16 |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | 2.08 |
| ALKEM LABORATORIES LIMITED EQ | 2.06 |