Aeterna Wealth
Large & Mid Cap · Direct plan · Growth

LIC MF Large & Mid Cap Fund (Direct)

LIC Mutual Fund · benchmark Nifty Largemidcap 250 TRI · 11.7 years old · AMFI code 133710

C
Track-record rating: 21 of 26 in Large & Mid Cap

C (bottom 30%), score 27.7 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.5%1.9%+1.6%28 / 33
1 year-1.5%-0.3%-1.2%28 / 33
3 years (a year)13.8%13.2%+0.6%23 / 26
5 years (a year)10.5%11.4%-0.9%20 / 26

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y16.1%
Max fall, 5Y-18.7%
Up capture, 3Y110
Down capture, 3Y112
Information ratio, 3Y0.16
Jensen's alpha, 3Y+0.4%
Beta, 3Y1.03
Sharpe, 3Y0.41

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of LIC MF Large & Mid Cap Fund (Direct plan)?

₹44.68 on 5 Nov 2026 (Growth option).

What is the expense ratio of LIC MF Large & Mid Cap Fund (Direct)?

1.41% a year; the Regular plan's is 2.63%.

What return has LIC MF Large & Mid Cap Fund given over 3 years?

13.8% a year (Direct plan) over the 3 years to 5 Nov 2026, against 13.2% for the Nifty Largemidcap 250 total-return index.

How is LIC MF Large & Mid Cap Fund rated?

C: 21 of 26 Direct plans in Large & Mid Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from LIC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.