LIC MF Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|---|
| Fund | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹3141 Cr | ₹3141 Cr | ₹3612 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 25 Feb 2015 | 25 Feb 2015 | 09 Jan 2007 |
| 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% | % |
| Expense Ratio | 1.9 | 1.9 | 1.9 |
| Manager | Yogesh Patil | Yogesh Patil | Sanjeev Sharma |
| ISIN Code | INF767K01NB5 | INF767K01NB5 | INF966L01341 |
| 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 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 | Quant Large and Mid Cap Fund-Growth |
|---|---|---|---|
| 1 Month | -1.82% | -1.82% | -2.11% |
| 6 Month | -0.85% | -0.85% | -1.29% |
| 1 Year | -3.18% | -3.18% | -3.28% |
| 3 Year | 16.18% | 16.18% | 14.48% |
| 5 Year | 16.11% | 16.11% | 18.88% |
SIP Return Analysis
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|---|
| 6 Month | 0.03% | 0.03% | 1.03% |
| 1 Year | 7.93% | 7.93% | 6.75% |
| 3 Year | 14.04% | 14.04% | 10.67% |
| 5 Year | 14.27% | 14.27% | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|---|
| 1 Year | 12.44% | 12.44% | 13.79% |
| 3 Year | 15.4% | 15.4% | 16.43% |
| 5 Year | 15.47% | 15.47% | 14.7% |
Risk Management
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|---|
| Standard Deviation | 12.59% | 12.59% | 16.673% |
| Sharp | 0.71% | 0.71% | 0.777% |
| Beta | 1.04% | 1.04% | 1.094% |
| Alpha | -2.24% | -2.24% | 4.454% |
Fund Managers
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Sanjeev Sharma |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹39731 Cr |
| Funds Managed | 7 | 7 | 22 |
| LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|---|
| Others | 6.27 | 6.27 | 22.6 |
| Large Cap | 40.88 | 40.88 | 45.35 |
| Small Cap | 17.32 | 17.32 | 2.81 |
| Mid Cap | 35.54 | 35.54 | 29.24 |
Sector Allocation
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|---|
| Others | 2.86 | 2.86 | 16.78 |
| Energy | 2.12 | 2.12 | 10.11 |
| Technology | 7.11 | 7.11 | 5.82 |
| Consumer Defensive | 6.44 | 6.44 | 9.37 |
| Industrials | 19.32 | 19.32 | 12.84 |
| Financial Services | 24.82 | 24.82 | 11.09 |
| Utilities | 2.28 | 2.28 | 6.2 |
| Basic Materials | 8.39 | 8.39 | 6.08 |
| Consumer Cyclical | 15.95 | 15.95 | 8.93 |
| Healthcare | 6.83 | 6.83 | 6.96 |
| Communication Services | 2.42 | 2.42 | 2.23 |
| Real Estate | 1.46 | 1.46 | 3.59 |
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