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) | ₹3152 Cr | ₹3152 Cr | ₹15453 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 | -1.09% | -1.09% | -0.51% |
| 6 Month | 0.31% | 0.31% | 4.19% |
| 1 Year | -2.4% | -2.4% | 1.62% |
| 3 Year | 15.66% | 15.66% | 18.13% |
| 5 Year | 17.08% | 17.08% | 18.53% |
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 | 0.77% | 0.77% | 1.75% |
| 1 Year | 8.47% | 8.47% | 12.8% |
| 3 Year | 14.35% | 14.35% | 15.69% |
| 5 Year | 14.51% | 14.51% | 15.43% |
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 | 12.57% | 12.57% | 17.26% |
| 3 Year | 15.38% | 15.38% | 19.7% |
| 5 Year | 15.43% | 15.43% | 21.85% |
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% | 12.29% |
| Sharp | 0.71% | 0.71% | 0.95% |
| Beta | 1.04% | 1.04% | 0.82% |
| Alpha | -2.24% | -2.24% | 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 | 3.24 | 3.24 | 13.96 |
| Large Cap | 43.35 | 43.35 | 45.17 |
| Small Cap | 17.78 | 17.78 | 4.3 |
| Mid Cap | 35.63 | 35.63 | 36.58 |
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 | 3.24 | 3.24 | 2.91 |
| Petroleum Products | 2 | 2 | - |
| IT - Software | 5.38 | 5.38 | - |
| Food Products | 0.91 | 0.91 | - |
| IT - Services | 0.67 | 0.67 | - |
| Construction | 1.73 | 1.73 | - |
| Finance | 7.19 | 7.19 | - |
| Diversified FMCG | 2.02 | 2.02 | - |
| Other Utilities | 0.28 | 0.28 | - |
| Banks | 15.16 | 15.16 | - |
| Cement & Cement Products | 1.48 | 1.48 | - |
| Leisure Services | 2.17 | 2.17 | - |
| Pharmaceuticals & Biotechnology | 4.15 | 4.15 | - |
| Electrical Equipment | 5.15 | 5.15 | - |
| Industrial Manufacturing | 2.52 | 2.52 | - |
| Auto Components | 4.86 | 4.86 | - |
| Automobiles | 3.65 | 3.65 | - |
| Transport Services | 2.1 | 2.1 | - |
| Capital Markets | 2.05 | 2.05 | - |
| Fertilizers & Agrochemicals | 2.36 | 2.36 | - |
| Telecom - Services | 2.52 | 2.52 | - |
| Personal Products | 1.36 | 1.36 | - |
| Agricultural Food & other Products | 1.88 | 1.88 | - |
| Power | 1.09 | 1.09 | - |
| Aerospace & Defense | 1.87 | 1.87 | - |
| Industrial Products | 8.24 | 8.24 | - |
| Consumer Durables | 0.61 | 0.61 | - |
| Retailing | 3.03 | 3.03 | - |
| Healthcare Services | 3.1 | 3.1 | - |
| Chemicals & Petrochemicals | 1.48 | 1.48 | - |
| Minerals & Mining | 0.75 | 0.75 | - |
| Textiles & Apparels | 1.45 | 1.45 | - |
| Realty | 1.52 | 1.52 | - |
| Gas | 1.01 | 1.01 | - |
| Transport Infrastructure | 1.02 | 1.02 | - |
| Energy | - | - | 3.6 |
| Technology | - | - | 10.43 |
| Industrials | - | - | 13.36 |
| Financial Services | - | - | 27.67 |
| Consumer Cyclical | - | - | 15.69 |
| Healthcare | - | - | 9.72 |
| Consumer Defensive | - | - | 2.78 |
| Basic Materials | - | - | 5.82 |
| Utilities | - | - | 2.42 |
| Real Estate | - | - | 1.77 |
| Communication Services | - | - | 3.84 |
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