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Home Mf Research Lic Mf Mid Cap Fund Regular Plan Growth
LIC MUTUAL FUND

Mutual Fund Research

LIC MF Mid Cap Fund - Regular Plan - Growth

LIC MUTUAL FUND Equity Equity Mid Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,030.91 +3.09%
Two Week 2026-10-19 ₹1,000.00 ₹1,005.10 +0.51%
One Month 2026-10-05 ₹1,000.00 ₹973.32 -2.67%
Three Months 2026-08-05 ₹3,000.00 ₹2,826.41 -5.79%
Six Months 2026-05-07 ₹6,000.00 ₹5,742.94 -4.28%
One Year 2025-11-03 ₹12,000.00 ₹11,968.65 -0.26%
Three Year 2023-11-06 ₹36,000.00 ₹37,972.28 +5.48%
Five Year 2021-11-08 ₹60,000.00 ₹78,717.09 +31.20%
Since Inception 2017-01-25 ₹119,000.00 ₹230,188.38 +93.44%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Capital Markets 9.54%
Retailing 8.48%
Pharmaceuticals & Biotechnology 8.46%
Banks 8.35%
IT - Software 7.43%
Electrical Equipment 7.02%
Auto Components 6.76%
Other 5.56%
Healthcare Services 4.87%
Finance 4.71%
Financial Technology (Fintech) 4.66%
Chemicals & Petrochemicals 4.58%
Industrial Manufacturing 3.89%
Transport Infrastructure 2.53%
Realty 2.18%
Ferrous Metals 2.04%
Agricultural, Commercial & Construction Vehicles 1.98%
Industrial Products 1.92%
Consumer Durables 1.92%
Leisure Services 1.71%
Non - Ferrous Metals 1.44%

Top Holdings

Company-wise portfolio exposure

AU Small Finance Bank Ltd. 3.98%
INDO-MIM Ltd. 3.89%
Aurobindo Pharma Ltd. 3.72%
Neuland Laboratories Ltd. 2.99%
FSN E-Commerce Ventures Ltd. 2.99%
UNO Minda Ltd. 2.97%
Motilal Oswal Financial Services Ltd. 2.95%
Info Edge (India) Ltd. 2.92%
One 97 Communications Ltd. 2.86%
Aster DM Quality Care Ltd. 2.84%
Azad Engineering Ltd. 2.81%
Coforge Ltd. 2.80%
Aditya Birla Capital Ltd. 2.79%
Persistent Systems Ltd. 2.78%
Multi Commodity Exchange Of India Ltd. 2.74%
Solar Industries India Ltd. 2.67%
Lenskart Solutions Ltd. 2.57%
JSW Infrastructure Ltd. 2.53%
Nippon Life India Asset Management Ltd. 2.39%
IndusInd Bank Ltd. 2.25%
Godrej Properties Ltd. 2.18%
Schneider Electric Infrastructure Ltd. 2.18%
The Federal Bank Ltd. 2.12%
Endurance Technologies Ltd. 2.08%
Jindal Stainless Ltd. 2.04%
Fortis Healthcare Ltd. 2.03%
GE Vernova T&D India Limited 2.03%
Ashok Leyland Ltd. 1.98%
APL Apollo Tubes Ltd. 1.92%
Mahindra & Mahindra Financial Serv Ltd. 1.92%
Dixon Technologies (India) Ltd. 1.92%
Gujarat Fluorochemicals Ltd. 1.91%
Oracle Financial Services Software Ltd. 1.85%
PB Fintech Ltd. 1.80%
Anthem Biosciences Ltd. 1.75%
Schaeffler India Ltd. 1.71%
Jubilant Foodworks Ltd. 1.71%
360 One Wam Ltd. 1.46%
National Aluminium Company Ltd. 1.44%
Treps 5.73%
Net Receivables / (Payables) -0.17%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
19.46%
Return volatility
β
Beta
0.99
Benchmark sensitivity
S
Sharpe Ratio
0.48
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
HSBC Midcap Fund - Regular Plan - Growth 9.87% 19.84% 18.58%
Whiteoak Capital - Mid Cap Fund - Regular Plan - Growth 3.57% 18.52% 19.48%
Bandhan Mid Cap Fund - Regular Plan - Growth 2.86% 15.80% 15.64%
ICICI Prudential Mid Cap Fund - Regular Plan - Growth 2.50% 18.75% 17.02%
Axis Mid Cap Fund - Regular Plan - Growth 2.31% 15.34% 17.02%
Helios Mid Cap Fund - Regular Plan - Growth 2.16% 0.00% 18.67%
Union Midcap Fund - Regular Plan - Growth 1.52% 14.51% 27.51%
JM Mid Cap Fund - Regular Plan - Growth 1.21% 15.69% 19.09%
Invesco India Mid Cap Fund - Regular Plan - Growth 1.02% 20.62% 16.18%
Baroda Bnp Paribas Mid Cap Fund - Regular Plan - Growth 0.33% 13.60% 12.14%

Returns are historical and do not guarantee future performance.

View All Equity Mid Cap Funds

Fund Family

Compare schemes from LIC MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
LIC MF Gold ETF Fund Of Fund - Regular Plan - Growth 12.10% 28.98% 9.20%
LIC MF Value Fund - Regular Plan - Growth 11.75% 15.12% 13.18%
LIC MF Healthcare Fund - Regular Plan - Growth 9.38% 20.46% 16.83%
LIC MF Small Cap Fund - Regular Plan - Growth 7.73% 14.96% 13.69%
LIC MF Manufacturing Fund - Regular Plan - Growth 6.52% 0.00% 4.57%
LIC MF Liquid Fund - Regular Plan - Growth 6.36% 6.79% 28.78%
LIC MF Money Market Fund - Regular Plan - Growth 6.21% 6.37% 6.19%
LIC MF Arbitrage Fund - Regular Plan - Growth 6.17% 6.41% 5.28%
LIC MF Ultra Short To Short Term Fund - Regular Plan - Growth 5.62% 6.61% 6.38%
LIC MF Ultra Short Term Fund - Regular Plan - Growth 5.60% 6.34% 5.21%

Returns are historical and do not guarantee future performance.

View All LIC MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.86%
Expense Ratio (Direct)
1.77%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Midcap 150 TRI

Exit Load

Charges that may apply when you redeem units

• Nil, If units of the Scheme are redeemed or switched out up to 12% of the units (the limit) within 12 months from the date of allotment. • 1% of the applicable NAV, If units of the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment. • Nil, If units of scheme are redeemed or switched out after 12 months from the date of allotment.
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