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 | 0.14% | 0.14% | -0.03% |
6 Month | 8.76% | 8.76% | 14.5% |
1 Year | -3.61% | -3.61% | -1.32% |
3 Year | 16.82% | 16.82% | 18.56% |
5 Year | 20.12% | 20.12% | 21.32% |
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 | 1.11% | 1.11% | 2.62% |
1 Year | 8.11% | 8.11% | 12.59% |
3 Year | 15.95% | 15.95% | 17.15% |
5 Year | 15.52% | 15.52% | 16.35% |
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 | 14.85% | 14.85% | 12.26% |
Sharp | 0.60% | 0.60% | 0.86% |
Beta | 1.02% | 1.02% | 0.82% |
Alpha | -0.07% | -0.07% | 3.27% |
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 | 4.04 | 4.04 | 14.91 |
Large Cap | 42.61 | 42.61 | 44.47 |
Small Cap | 18.15 | 18.15 | 4.19 |
Mid Cap | 35.21 | 35.21 | 36.43 |
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 | 1.89 | 1.89 | 4.1 |
Energy | 1.91 | 1.91 | 3.34 |
Technology | 6.47 | 6.47 | 11.45 |
Consumer Defensive | 5.45 | 5.45 | 3.78 |
Industrials | 20.81 | 20.81 | 13.17 |
Financial Services | 24.46 | 24.46 | 23.96 |
Utilities | 2.47 | 2.47 | 2.66 |
Basic Materials | 8.93 | 8.93 | 6.37 |
Consumer Cyclical | 16.5 | 16.5 | 15.16 |
Healthcare | 7.26 | 7.26 | 10.21 |
Communication Services | 2.41 | 2.41 | 3.98 |
Real Estate | 1.42 | 1.42 | 1.82 |
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