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Axis Growth Opportunities Fund vs LIC MF Large & Mid Cap Fund compare

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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tortoise-icon Axis Large & Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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