LIC MF Large Cap Fund-Regular Plan-Growth
(Erstwhile LIC MF Growth Fund-Regular Plan-Growth )
Category: Equity: Large Cap
Launch Date: 31-08-1994
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.14% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 1,379.07 Cr As on ( 31-03-2025)
Turn over: 67
NAV as on 30-04-2025
54.0721
-0.2 ( -0.3767% )
CAGR Since Inception
5.87%
NIFTY 100 TRI 17.08%
Performance of LIC MF Large Cap Fund-Regular Plan-Growth
Fund Managers

Yogesh Patil, Sumit Bhatnagar

Investment Objective

The scheme seeks to provide capital growth by investing in a mix of equity instruments.There is also some exposure to money market instruments. It was converted in to an open-ended scheme from September 1999.

Returns Calculator for LIC MF Large Cap Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of LIC MF Large Cap Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF Large Cap Fund-Regular Plan-Growth 12.4 0.15 -3.27 1.0 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
LIC MF Large Cap Reg Gr 31-08-1994 7.73 16.71 12.11 18.8 10.83
Motilal Oswal Large Cap Reg Gr 06-02-2024 24.54 0.0 0.0 0.0 0.0
DSP Top 100 Equity Reg Gr 05-03-2003 14.07 24.95 19.28 21.15 11.63
Canara Robeco Bluechip Equity Reg Gr 05-08-2010 10.9 20.31 15.25 20.23 13.49
WhiteOak Capital Large Cap Fund Reg Gr 01-12-2022 10.61 22.53 0.0 0.0 0.0
Franklin India BlueChip Gr 01-12-1993 10.58 18.86 13.58 20.79 11.09
SBI Blue Chip Reg Gr 01-02-2006 9.9 17.2 14.46 21.3 12.46
ABSL Frontline Equity Gr 05-08-2002 9.87 20.49 15.46 21.95 12.32
Mirae Asset Large Cap Gr 01-04-2008 9.25 16.63 12.25 19.48 13.11
Kotak Bluechip Gr 29-12-1998 9.15 19.46 14.91 21.48 12.57

Asset Allocation (%)

PORTFOLIO ANALYSIS of LIC MF Large Cap Fund-Regular Plan-Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

whatsapp