Aeterna Wealth
Mid Cap · Direct plan · Growth

LIC MF Mid Cap Fund (Direct)

LIC Mutual Fund · benchmark Nifty Midcap 150 TRI · 3.3 years old · AMFI code 152002

C
Track-record rating: 23 of 28 in Mid Cap

C (bottom 30%), score 26.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months4.9%0.9%+4.0%19 / 32
1 year3.1%1.3%+1.7%22 / 30
3 years (a year)15.7%15.3%+0.4%25 / 28
5 years (a year)––––

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, 3Y17.3%
Up capture, 3Y105
Down capture, 3Y106
Information ratio, 3Y0.05
Jensen's alpha, 3Y+0.7%
Beta, 3Y0.97
Sharpe, 3Y0.46

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 Mid Cap Fund (Direct plan)?

₹34.21 on 5 Nov 2026 (Growth option).

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

1.98% a year; the Regular plan's is 3.07%.

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

15.7% a year (Direct plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.

How is LIC MF Mid Cap Fund rated?

C: 23 of 28 Direct plans in 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.