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LIC MF Large Cap Fund-Regular Plan-Growth

(Erstwhile LIC MF Growth Fund-Regular Plan-Growth)

Category: Equity: Large Cap
Launch Date: 31-08-1994
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.7% As on (31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 329.44 Cr As on (31-01-2020)
Turn over: 9.00
NAV as on Wed Feb 26 00:00:00 IST 2020

29.5806

-0.21 (-0.7069%)

CAGR Since Inception

5.01%

NIFTY 100 TRI 17.17%

PERFORMANCE of LIC MF Large Cap Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 26-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
LIC MF Large Cap Fund-Regular Plan-Growth 19.74 10.66 7.07 9.95 5.01
NIFTY 100 TRI 8.65 9.99 7.75 10.68 17.17
Equity: Large Cap 10.85 8.58 6.95 10.71 11.78

Yearly Performance (%)

Fund Managers

Mr. Sachin Relekar

Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur. Prior to joining Sundaram Mutual Fund he has worked with Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.

Investment Objective

The scheme seeks to provide capital growth by investing in a mix of equity instruments.There is also some exposure to money market instruments. It was converted in to an open-ended scheme from September 1999.

RETURNS CALCULATOR for LIC MF Large Cap Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

riskometer

Key Performance and Risk Statistics of LIC MF Large Cap Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF Large Cap Fund-Regular Plan-Growth 13.25 0.67 -4.29 1.15 0.39 -
Equity: Large Cap - - - - - -

PEER COMPARISION of LIC MF Large Cap Fund-Regular Plan-Growth

Period
Data as on - 26-02-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 19.74 9.0 10.66 7.07 9.95
Axis Bluechip Fund - Regular Plan - Growth 05-01-2010 21.16 14.1 17.5 10.74 12.76
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 05-08-2010 19.97 10.52 13.06 9.34 0.0
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 19.46 7.61 11.15 7.61 12.7
DSP Top 100 Equity Fund - Regular Plan - Growth 10-03-2003 16.73 4.97 7.97 6.26 9.81
IDBI India Top 100 Equity Fund Growth 15-05-2012 14.68 3.72 6.79 5.52 0.0
L&T India Large Cap Fund - Regular Plan - Growth 23-10-2007 13.84 4.86 8.89 6.39 10.95
HSBC Large Cap Equity Fund - Growth 10-12-2002 13.27 4.25 8.84 7.32 9.36
Kotak Bluechip Fund - Growth 29-12-1998 13.14 5.2 8.78 7.22 10.66
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 12.94 6.45 11.07 7.81 11.82

PORTFOLIO ANALYSIS of LIC MF Large Cap Fund-Regular Plan-Growth

Asset Allocation (%)