LIC Mutual Fund

LIC MF Large & Mid Cap Fund

By Rajendra

Apr 28, 2023

Scheme Analysis

Category 

Large Mid Cap

Inception

Feb 25, 2015

Benchmark

Nifty  LargeMid 250

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AUM  - 1,898 Cr

Fund Manager

Yogesh Patil

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LIC MF Large & Mid Cap Fund

Top 5 Holding

ICICI Bank

HDFC Bank

Infosys

Axis Bank

Aditya Birla Fashion

6.00

5.64

4.95

2.30

2.29

Total  -  21.18

 Investing in the stocks large and mid-cap stocks in pre-defined proportion providing the diversification benefit to investors.

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Bank

Consumer Durable

Chemical

Top 5 Sector

18.43

9.87

9.12

8.54

4.85

Leisure Services

IT

Identify companies from the universe with strong competitive position in a good business and having quality management.

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Investment Strategy

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-6.89%

24.48%

9.27%

LIC Large & Mid Cap Fund

Following bottom up approach to stock selection and looking at intrinsic value.

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Investment Strategy

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,405

41,514

78,255

Returns

-8.97%

9.45%

10.54%

Monthly SIP of 1,000

LIC Large & Mid Cap Fund