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) | ₹3116 Cr | ₹3116 Cr | ₹15616 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹200 | ₹200 | ₹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 | -5.61% | -5.61% | -4.6% |
| 6 Month | -4.75% | -4.75% | -2.59% |
| 1 Year | 3.74% | 3.74% | 4.34% |
| 3 Year | 17.05% | 17.05% | 18.85% |
| 5 Year | 15.11% | 15.11% | 16.45% |
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 | -5.54% | -5.54% | -2.53% |
| 1 Year | -6.43% | -6.43% | 2.27% |
| 3 Year | 8.73% | 8.73% | 11.76% |
| 5 Year | 11.58% | 11.58% | 13.6% |
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 | 12.28% | 12.28% | 16.88% |
| 3 Year | 15.46% | 15.46% | 19.68% |
| 5 Year | 15.49% | 15.49% | 21.72% |
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 | 12.59% | 12.59% | 14.31% |
| Sharp | 0.79% | 0.79% | 1.07% |
| Beta | 1.03% | 1.03% | 0.82% |
| Alpha | -1.79% | -1.79% | 2.4% |
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 | 7.69 | 7.69 | 17.76 |
| Large Cap | 40.24 | 40.24 | 45.06 |
| Small Cap | 16.75 | 16.75 | 3.15 |
| Mid Cap | 35.32 | 35.32 | 34.03 |
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 | 2.4 | 2.4 | 4.45 |
| Energy | 2.14 | 2.14 | 3.94 |
| Technology | 7.13 | 7.13 | 9.47 |
| Consumer Defensive | 5.76 | 5.76 | 2.91 |
| Industrials | 20.48 | 20.48 | 11.57 |
| Financial Services | 25.53 | 25.53 | 30.6 |
| Utilities | 2.34 | 2.34 | 2.01 |
| Basic Materials | 7.4 | 7.4 | 5.09 |
| Consumer Cyclical | 16.13 | 16.13 | 15.34 |
| Healthcare | 6.71 | 6.71 | 8.92 |
| Communication Services | 2.59 | 2.59 | 4.28 |
| Real Estate | 1.4 | 1.4 | 1.43 |
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