LIC Mutual Fund

LIC MF Large & Mid Cap Fund

By Rajendra

Nov 12, 2022

Scheme Analysis

Category 

Large Mid Cap

Inception

Feb 25, 2015

Benchmark

Nifty  LargeMid 250

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AUM  - 1,965 Cr

Fund Manager

Yogesh Patil

Thick Brush Stroke

LIC MF Large & Mid Cap Fund

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

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ICICI Bank

Infosys

HDFC Bank

TCS

Axis Bank

5.90

4.65

4.00

2.33

2.07

Total 23.53

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

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Investment Strategy

Bank

Chemical

IT

Top 5 Sector

14.98

9.87

8.44

8.13

6.17

Retailing

Consumer Durable

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

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Investment Strategy

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 31 Oct,  2022

1 Year

3 Year

5 Year

Period

Returns

2.34%

16.53%

11.27%

Exit Load

upto 1 year - 1%

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As on 31 Oct. 2022

12,434

48,070

88,894

6.79%

19.72%

15.72%

Monthly SIP of 1,000