LIC MF Large & Mid Cap Fund


An open ended equity scheme investing in both Large Cap and Mid Cap stocks


To generate long-term capital appreciation by investing substantially in a portfolio of equity and equity-linked instruments of large-cap and mid-cap companies.


  • The fund is suitable for the investors who are looking for capital appreciation with a long-term investment horizon.
  • Those who have moderately high risk appetite and may want to invest in both large-cap and mid-cap stocks.
  • Those who would like to invest in securities of large cap & midcap category.
  • Those who have an investment horizon of more than 3 years.

This product is suitable for investors who are seeking.

  • Long Term Capital Appreciation.
  • A Fund that primarily invest in large and mid-cap stocks.
  • Risk - Very High.

Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

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Top holding where the fund has invested ( As on 31-Mar-2025 )

  • HDFC Bank Ltd.5.21 %

  • ICICI Bank Ltd.5.21 %

  • Shakti Pumps (India) Ltd.3.94 %

  • Kotak Mahindra Bank Ltd.2.70 %

  • Trent Ltd.2.67 %

  • Garware Hi-Tech Films Ltd.2.66 %

  • REC Ltd.2.41 %

  • Bharat Forge Ltd.2.24 %

  • The Indian Hotels Company Ltd.2.02 %

  • Coromandel International Ltd.1.91 %

Monthly Portfolio  /  Fortnightly Portfolio Download      Half Yearly Portfolio
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Portfolio Composition (As of 31-Mar-2025)
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Sector Allocation As % Of Nav (As of 31-Mar-2025)

Fund Information

  • Inception : 25/02/2015
  • Entry Load : Not Applicable
  • Exit Load : • 12% of the unit   ...more
NAV in INR as on 25-Apr-2025
Additional Fund Information as on 31-Mar-2025
  • Fund Size in INR (CR) 2,859.42
  • Portfolio Turnover 0.47
  • Expense Ratio (%) 1.92
  • Expense Ratio (Direct) (%) 0.61
  • First Tier Benchmark(s) Nifty LargeMidcap 250 TRI
  • Fund Manager Mr. Yogesh Patil (Equity - managing since 18/09/20) & Mr. Dikshit Mittal (Equity - managing since 01/06/23)
Performance

  • Lumpsum
  • SIP

Fund Documents

Fund Documents Documents PDF
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Product Leaflet pdf-icon
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