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LIC MF Mid Cap Fund-Regular Plan-Growth

Category: Equity: Mid Cap
Launch Date: 02-02-2017
Asset Class: Equity
Benchmark: Nifty Midcap 150 TRI
Expense Ratio: 2.44% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 368.57 Cr As on (30-06-2026)
Turn over: 0.37
NAV (₹): 30.8625
₹ 0.33 ( 1.0673%)
as on 03-08-2026
CAGR Since Inception - 12.57%
Nifty Midcap 150 TRI - 17.25%

Fund Managers

Dikshit Mittal


Investment Objective

To provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. There can be no assurance that the investment objective under the scheme will be realized.

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

Scheme Performance (%) Data as on - 03-08-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
LIC MF Mid Cap Fund-Regular Plan-Growth 7.36 17.6 12.59 - 12.57
NIFTY MIDCAP 150 TRI 11.68 19.47 17.86 18.12 17.25
Equity: Mid Cap 11.02 18.67 15.61 16.0 17.07

RETURNS CALCULATOR for LIC MF Mid 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.

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF Mid Cap Fund-Regular Plan-Growth 14.87 0.71 -3.27 1.0
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
LIC MF Mid Cap Fund Reg Gr 02-02-2017 7.36 1.48 17.6 12.59 0.0
HSBC Midcap Fund Reg Gr 09-08-2004 20.52 10.02 24.61 17.87 16.93
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 16.98 10.69 22.49 0.0 0.0
ICICI Pru Midcap Gr 10-10-2004 16.47 8.57 22.81 16.98 16.54
Helios Mid Cap Fund Reg Plan Gr Plan 13-03-2025 15.93 0.0 0.0 0.0 0.0
MahIndra Manulife Mid Cap Fund Reg Gr 05-01-2018 15.81 4.45 21.08 17.3 0.0
Mirae Asset Midcap Reg 01-07-2019 14.55 6.14 17.94 15.49 0.0
Baroda BNP Paribas Mid Cap Fund Gr 02-05-2006 14.16 5.23 18.67 14.86 15.33
Invesco India Midcap Gr 19-04-2007 13.87 13.28 25.31 19.37 18.62
ITI Mid Cap Fund Reg Gr 05-03-2021 13.84 2.71 21.37 15.05 0.0

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)