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

12.8%

Launch Date

Jan 5, 2017

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

16.32 vs 14.21

Fund Vs Category Avg

Beta

0.97 vs 0.91

Fund Vs Category Avg

Sharpe Ratio

0.90

Category Avg

Portfolio Turnover Ratio

63.70

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Federal Bank Ltd.	3.10	Banks	Equity
UNO Minda Ltd.	2.87	Auto Ancillaries	Equity
Bharat Electronics Ltd.	2.31	Engineering	Equity
Hitachi Energy India Ltd.	2.23	Electric Equipment	Equity
Shakti Pumps (India) Ltd.	2.20	Engineering	Equity
SRF Ltd.	2.16	Chemicals	Equity
APL Apollo Tubes Ltd.	2.09	Iron and Steel	Equity
Schaeffler India Ltd.	2.07	Engineering	Equity
Aurobindo Pharma Ltd.	1.95	Pharmaceuticals and health care	Equity
Persistent Systems Ltd.	1.89	Information Technology	Equity

View All

Apr 17, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	3.53	8.53	0.65	-2.03	9.73	21.85	16.19	NA	12.80
Category Average (%)	2.93	7.71	1.05	-0.41	11.73	19.88	14.42	NA	22.27
Rank within Category	24	48	68	97	82	56	77	NA	111

* Returns over 1 year are CAGR

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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	78.14	85,358	2.09	6.71	-7.38	-5.03	8.16	17.42	14.66	10.77	16.72	0.77
Kotak Midcap Fund	95.73	55,676	3.35	8.55	2.92	-0.39	17.62	23.40	20.48	16.36	18.58	0.38
Nippon India Growth Mid Cap Fund	185.25	39,676	3.74	7.98	-4.16	-4.48	7.71	18.73	16.62	11.03	24.55	0.78
Motilal Oswal Midcap Fund	43.60	31,047	2.55	2.71	-11.22	-17.20	-4.20	15.64	16.87	9.20	12.89	0.85
Axis Midcap Fund	51.84	28,835	2.51	6.95	-5.42	-8.56	3.56	11.40	7.13	8.30	13.18	0.54
SBI Midcap Fund	148.75	20,576	3.65	6.56	0.18	1.37	5.08	17.32	17.77	13.85	22.51	0.86
DSP Mid Cap Fund	66.54	17,492	2.74	7.41	-7.59	-7.18	6.22	12.02	5.64	8.73	15.32	0.74
Mirae Asset Midcap Fund	26.49	16,194	3.10	7.67	-1.34	-8.49	8.40	12.76	9.71	NA	15.60	0.58
Edelweiss Mid Cap Fund	88.44	13,554	2.77	6.96	0.39	1.12	14.40	27.42	21.79	16.84	17.81	0.49
Sundaram Mid Cap Fund	73.22	11,898	2.48	7.87	1.24	0.77	6.79	17.07	12.74	8.75	16.15	0.86

View All

Apr 17, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,487 (+9.73%)

Fund Manager

Dikshit Mittal

Mr. Dikshit Mittal is a MBA (Finance) - ICFAI Busines School, Hyderabad. B-Tech (Chemical) - Punjab Technical University.Prior to joining LIC Mutual Fund Asset Management Ltd., he has worked with Subhkam Ventures Pvt. Limited. SBI Capital Securities and Alchemy Shares and Stock Brokers.

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Here is the list of funds managed by Dikshit Mittal

Scheme Name(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
LIC MF Large & Mid Cap Fund	Equity - Large & Mid Cap	34.62	2,710	5.18	13.69
LIC MF Multi Cap Fund	Equity - Multi Cap	17.83	1,632	10.59	NA
LIC MF ELSS Tax Saver Fund	Equity - ELSS	36.79	915	-0.69	11.15
LIC MF Dividend Yield Fund	Equity - Dividend Yield	33.19	583	7.61	18.04
LIC MF Small Cap Fund	Equity - Small Cap	34.24	552	7.99	20.58
LIC MF ULIS 5 Years Single Premium	Hybrid - Aggressive	39.57	400	1.69	10.66
LIC MF Midcap Fund	Equity - Mid Cap	30.32	301	9.73	16.19

View All

Apr 17, 2026

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	1,035.30	11,106	0.00	0.07	0.07	0.07	0.07	0.67	0.46	-0.59	0.26	0.12
LIC MF Money Market Fund	1,267.22	4,594	0.16	0.80	1.76	3.14	6.74	NA	NA	NA	16.85	0.19
LIC MF Large & Mid Cap Fund	34.62	2,710	1.51	4.67	-1.03	-3.35	5.18	19.17	13.69	13.70	11.79	0.90
LIC MF Multi Cap Fund	17.83	1,632	2.93	6.31	0.53	-2.61	10.59	21.73	NA	NA	18.20	0.85
LIC MF Large Cap Fund	38.50	1,253	1.92	4.04	-4.69	-5.82	0.23	12.06	9.94	8.87	10.67	1.14
LIC MF ELSS Tax Saver Fund	36.79	915	2.07	5.01	-4.94	-6.06	-0.69	14.24	11.15	9.42	10.29	1.07

Apr 17, 2026

LIC MF Midcap Fund - Direct Plan - IDCW

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Sector Allocation