Aeterna Wealth
Large & Mid Cap · Regular plan · Growth

LIC MF Large & Mid Cap Fund (Regular)

LIC Mutual Fund · benchmark Nifty Largemidcap 250 TRI · 11.7 years old · AMFI code 133711

C
Track-record rating: 22 of 26 in Large & Mid Cap

C (bottom 30%), score 25.4 out of 100. Describes the past, not a forecast.

Capped at C: persistently behind its index and most peers over rolling 3-year periods.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.9%1.9%+0.9%30 / 33
1 year-2.7%-0.3%-2.5%30 / 33
3 years (a year)12.4%13.2%-0.9%22 / 26
5 years (a year)9.1%11.4%-2.3%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-19.2%
Up capture, 3Y107
Down capture, 3Y115
Information ratio, 3Y-0.15
Jensen's alpha, 3Y-1.1%
Beta, 3Y1.03
Sharpe, 3Y0.32

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 (Regular plan)?

₹38.19 on 5 Nov 2026 (Growth option).

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

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

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

12.4% a year (Regular 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: 22 of 26 Regular 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.