Axis Growth Opportunities Fund vs LIC MF Large & Mid Cap Fund compare
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Average |
| Asset Size (Cr) | ₹3047 Cr | ₹3047 Cr | ₹14906 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 | ₹100 |
| Launch Date | 25 Feb 2015 | 25 Feb 2015 | 22 Oct 2018 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | % | 46% | 23% |
| Expense Ratio | 1.9 | 1.9 | 1.7 |
| Manager | Yogesh Patil | Yogesh Patil | Shreyash Devalkar |
| ISIN Code | INF767K01NB5 | INF767K01NB5 | INF846K01J79 |
| Exits Load | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.36% | 0.36% | 0.48% |
| 6 Month | 6.82% | 6.82% | 8.57% |
| 1 Year | -0.42% | -0.42% | 3.49% |
| 3 Year | 16.11% | 16.11% | 18.54% |
| 5 Year | 18.84% | 18.84% | 20.31% |
SIP Return Analysis
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 0.73% | 0.73% | 1.77% |
| 1 Year | 8.15% | 8.15% | 12.17% |
| 3 Year | 15.14% | 15.14% | 16.29% |
| 5 Year | 14.95% | 14.95% | 15.76% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 12.96% | 12.96% | 18.24% |
| 3 Year | 15.22% | 15.22% | 19.84% |
| 5 Year | 15.28% | 15.28% | 22.03% |
Risk Management
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 14.92% | 14.92% | 12.29% |
| Sharp | 0.66% | 0.66% | 0.95% |
| Beta | 1.04% | 1.04% | 0.82% |
| Alpha | -2.46% | -2.46% | 1.89% |
Fund Managers
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Shreyash Devalkar |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹166770 Cr |
| Funds Managed | 7 | 7 | 14 |
| LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 5.73 | 5.73 | 14.82 |
| Large Cap | 41.91 | 41.91 | 44.87 |
| Small Cap | 18.18 | 18.18 | 4.14 |
| Mid Cap | 34.17 | 34.17 | 36.16 |
Sector Allocation
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 3.23 | 3.23 | 4.26 |
| Energy | 2 | 2 | 3.31 |
| Technology | 6.9 | 6.9 | 10.72 |
| Consumer Defensive | 6.17 | 6.17 | 3.14 |
| Industrials | 19.99 | 19.99 | 13.4 |
| Financial Services | 24.4 | 24.4 | 24.61 |
| Utilities | 2.39 | 2.39 | 2.59 |
| Basic Materials | 8.31 | 8.31 | 6.22 |
| Consumer Cyclical | 15.34 | 15.34 | 16.3 |
| Healthcare | 7.24 | 7.24 | 9.84 |
| Communication Services | 2.52 | 2.52 | 3.9 |
| Real Estate | 1.52 | 1.52 | 1.69 |
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