| Category: Equity: Mid Cap |
| Launch Date: 02-02-2017 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 TRI |
| Expense Ratio: 2.5% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 260.04 Cr As on (30-04-2024) |
| Turn over: 47 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| LIC MF Mid Cap Fund-Regular Plan-Growth | 44.46 | 19.56 | 19.05 | - | 13.13 |
| NIFTY MIDCAP 150 TRI | 50.73 | 26.4 | 25.66 | 21.4 | 17.82 |
| Equity: Mid Cap | 46.34 | 23.59 | 23.3 | 19.66 | 20.56 |
Karan Doshi, Dikshit Mittal
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| LIC MF Mid Cap Fund-Regular Plan-Growth | 14.51 | 0.86 | -6.15 | 0.97 | ||
| Equity: Mid Cap | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 44.46 | 26.61 | 19.56 | 19.05 | 0.0 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 64.03 | 36.19 | 32.19 | 32.92 | 20.23 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 62.93 | 0.0 | 0.0 | 0.0 | 0.0 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 60.1 | 35.03 | 22.61 | 0.0 | 0.0 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 58.21 | 33.13 | 26.33 | 26.22 | 0.0 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 54.29 | 35.69 | 35.07 | 27.14 | 21.84 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 53.81 | 30.79 | 22.07 | 20.53 | 20.07 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 52.7 | 33.19 | 28.52 | 25.82 | 20.18 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 50.43 | 35.75 | 28.13 | 24.72 | 20.89 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 50.41 | 31.61 | 25.37 | 20.53 | 18.66 |