LIC MF Large & Midcap Fund-(G)-Direct Plan
View the regular plan of this scheme
Rs 41.6259 -0.2863(-0.683 %) NAV as on 30 Apr 2025
Scheme Objective: To generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies.
Performance (As on 30 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -5.12 % | 9.89 % | 16.46 % | 24.07 % | 15.03 % |
NIFTY LargeMidcap 250 | -3.11 % | 5.75 % | 16.81 % | 25.48 % | N/A |
Portfolio
Large-and-midcap funds invest a minimum of 35% each in large-cap stocks and mid-cap stocks. Depending on their mid-cap allocation, these funds can be more volatile than large-cap funds and even some multi-cap funds. These funds can be used to get exposure to mid-cap stocks without taking on the very high risk of mid-cap funds. The Nifty Midcap 250, the Nifty 500 or BSE 500 can be used as benchmarks to measure performance.
Large-and-midcap funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years.