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LIC MF Large & Mid Cap Fund-Regular Plan-IDCW

LIC · Mid Cap
High
₹28.32
Current NAV
23 Oct 2026
-11.0%
1Y Return
9.4%
3Y CAGR
5.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.90).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.9%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
1.10
Beta
4.90
Alpha
1.08
Sortino
Fund Details
Fund House LIC
Category Mid Cap
AUM ₹2950 Cr
Expense Ratio 1.90%
Min SIP ₹500
Min Lumpsum ₹1000
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