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) | ₹3101 Cr | ₹3101 Cr | ₹14805 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 | -1.78% | -1.78% | 0.25% |
6 Month | 13.12% | 13.12% | 11.75% |
1 Year | -1.62% | -1.62% | 2.42% |
3 Year | 15.17% | 15.17% | 15.8% |
5 Year | 20.59% | 20.59% | 21.6% |
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 | 1.96% | 1.96% | 4.81% |
1 Year | 1.13% | 1.13% | 6.59% |
3 Year | 15.95% | 15.95% | 17.35% |
5 Year | 15.88% | 15.88% | 16.83% |
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 | 13.18% | 13.18% | 18.71% |
3 Year | 15.19% | 15.19% | 19.98% |
5 Year | 15.17% | 15.17% | 22.18% |
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 | 14.76% | 14.76% | 12.54% |
Sharp | 0.72% | 0.72% | 0.86% |
Beta | 0.98% | 0.98% | 0.83% |
Alpha | 1.41% | 1.41% | 3.11% |
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 | 4.14 | 4.14 | 14.19 |
Large Cap | 40.93 | 40.93 | 43.88 |
Small Cap | 19.44 | 19.44 | 4.18 |
Mid Cap | 35.49 | 35.49 | 37.74 |
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 | 2.42 | 2.42 | 3.68 |
Energy | 1.9 | 1.9 | 3.4 |
Technology | 6.11 | 6.11 | 10.43 |
Consumer Defensive | 5.42 | 5.42 | 3.6 |
Industrials | 22.71 | 22.71 | 15.29 |
Financial Services | 25.01 | 25.01 | 24.75 |
Utilities | 2.57 | 2.57 | 2.9 |
Basic Materials | 7.85 | 7.85 | 7.02 |
Consumer Cyclical | 15.27 | 15.27 | 12.84 |
Healthcare | 7.32 | 7.32 | 10.32 |
Communication Services | 1.99 | 1.99 | 3.91 |
Real Estate | 1.44 | 1.44 | 1.86 |
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