Investment Objective - The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.

Fund House

LIC Mutual Fund

Return Since Launch

13.83%

Launch Date

Jan 5, 2017

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

16.44 vs NA

Fund Vs Category Avg

Beta

0.97 vs NA

Fund Vs Category Avg

Sharpe Ratio

0.74 vs NA

Fund Vs Category Avg

Portfolio Turnover Ratio

45.00 vs NA

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
UNO Minda Ltd.	4.10	Auto Ancillaries	Equity
Shakti Pumps (India) Ltd.	3.52	Engineering	Equity
Trent Ltd.	2.60	Retail	Equity
Indian Hotels Company Ltd.	2.24	Hospitality	Equity
Bharat Electronics Ltd.	2.13	Engineering	Equity
Alkem Laboratories Ltd.	2.09	Pharmaceuticals and health care	Equity
Mahindra & Mahindra Financial Services Ltd.	2.06	Finance	Equity
Muthoot Finance Ltd.	2.05	Finance	Equity
SRF Ltd.	1.98	Chemicals	Equity
KPIT Technologies Ltd.	1.98	Information Technology	Equity

View All

Sep 24, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-2.00	0.49	-0.67	8.53	21.96	20.68	24.42	NA	13.83
Category Average (%)	-1.73	0.07	1.29	11.39	-3.36	18.72	21.03	NA	20.57
Rank within Category	27	41	127	117	89	52	68	NA	108

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
HDFC Mid Cap Fund	80.97	83,105	-1.75	0.22	1.54	11.28	-6.42	17.59	21.97	10.62	17.85	0.71
Kotak Midcap Fund	95.22	56,988	-1.48	0.37	3.08	16.09	1.84	23.16	30.06	16.57	19.43	0.37
Nippon India Growth Mid Cap Fund	191.65	38,386	-1.51	0.28	1.07	12.13	-8.83	18.12	24.27	9.80	26.10	0.71
Motilal Oswal Midcap Fund	51.78	34,780	-3.54	-1.28	0.69	4.51	-9.96	18.17	24.19	10.27	15.25	0.69
Axis Midcap Fund	56.19	31,056	-1.82	-0.34	1.01	12.07	-10.34	9.36	13.53	8.54	14.52	0.56
SBI Midcap Fund	146.20	22,012	-1.42	0.44	-1.85	3.58	-7.71	16.04	27.44	14.20	23.45	0.85
DSP Mid Cap Fund	71.56	19,037	-1.81	-0.06	2.13	12.60	-10.41	10.31	10.54	9.85	16.71	0.70
Mirae Asset Midcap Fund	28.56	16,807	-1.78	1.51	3.48	16.50	-8.15	11.44	20.94	NA	18.57	0.58
Sundaram Mid Cap Fund	71.44	12,501	-1.88	-0.06	-5.06	4.52	-15.82	12.42	19.43	8.15	16.70	0.93
Franklin India Mid Cap Fund	111.82	12,251	-2.01	-0.71	-8.25	-0.28	-11.25	12.95	16.65	6.99	20.87	0.95

View All

Sep 24, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,700 (-6.01%)

Fund Manager

Karan Doshi

Dikshit Mittal

Mr. Karan Doshi is a Bachelor of Engineering, MMS (Finance). Prior to joining LIC Mutual Fund, he has worked with Subhkam Ventures Pvt. Limited as Equity Analyst.

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Here is the list of funds managed by Karan Doshi

Scheme Name(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
LIC MF Flexi Cap Fund	Equity - Flexi Cap	37.54	1,009	-4.85	15.60
LIC MF Dividend Yield Fund	Equity - Dividend Yield	33.55	639	-3.36	24.47
LIC MF Aggressive Hybrid Fund	Hybrid - Aggressive	21.87	519	-0.29	10.33
LIC MF ULIS 5 Years Single Premium	Hybrid - Aggressive	40.82	469	-1.16	16.97
LIC MF Midcap Fund	Equity - Mid Cap	30.65	330	-6.01	24.42
LIC MF Healthcare Fund	Equity - Sectoral/Thematic	32.20	88	0.48	15.83

View All

Sep 24, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
LIC MF Liquid Fund	1,034.60	13,162	NA	NA	NA	0.11	0.12	0.69	-1.18	-0.59	0.27	0.16
LIC MF Large & Mid Cap Fund	35.36	3,013	-1.61	0.71	-0.34	6.44	-3.54	16.22	20.74	13.94	12.67	0.59
LIC MF Money Market Fund	1,223.55	2,619	0.09	0.52	1.57	3.90	NA	NA	NA	NA	6.79	0.19
LIC MF Multi Cap Fund	17.95	1,650	-1.38	1.33	2.01	10.03	-0.80	NA	NA	NA	22.38	0.49
LIC MF Large Cap Fund	40.08	1,445	-1.79	-0.12	-0.13	7.11	-3.95	13.35	17.19	8.94	11.52	1.03
LIC MF ELSS Tax Saver Fund	38.80	1,082	-1.51	0.70	0.66	5.25	-2.62	14.36	17.69	9.09	11.24	0.98