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) | ₹3013 Cr | ₹3013 Cr | ₹3612 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹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 | 2.23% | 2.23% | 1.64% |
6 Month | 14.22% | 14.22% | 10.55% |
1 Year | -4.02% | -4.02% | -12.51% |
3 Year | 14.91% | 14.91% | 15.04% |
5 Year | 19.81% | 19.81% | 22.91% |
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 | 2.69% | 2.69% | -0.29% |
1 Year | 7.26% | 7.26% | -0.6% |
3 Year | 16.78% | 16.78% | 11.87% |
5 Year | 16.1% | 16.1% | 16.24% |
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 | 13.18% | 13.18% | 14.36% |
3 Year | 15.19% | 15.19% | 16.59% |
5 Year | 15.17% | 15.17% | 14.6% |
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 | 14.91% | 14.91% | 16.673% |
Sharp | 0.56% | 0.56% | 0.777% |
Beta | 1.00% | 1.00% | 1.094% |
Alpha | 1.09% | 1.09% | 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 | 4.14 | 4.14 | 12.6 |
Large Cap | 40.93 | 40.93 | 47.52 |
Small Cap | 19.44 | 19.44 | 2.86 |
Mid Cap | 35.49 | 35.49 | 37.02 |
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 | 2.42 | 2.42 | 11.88 |
Energy | 1.9 | 1.9 | 11.78 |
Technology | 6.11 | 6.11 | 1.41 |
Consumer Defensive | 5.42 | 5.42 | 16.32 |
Industrials | 22.71 | 22.71 | 13.47 |
Financial Services | 25.01 | 25.01 | 10.37 |
Utilities | 2.57 | 2.57 | 4.77 |
Basic Materials | 7.85 | 7.85 | 7.21 |
Consumer Cyclical | 15.27 | 15.27 | 7.95 |
Healthcare | 7.32 | 7.32 | 7.27 |
Communication Services | 1.99 | 1.99 | 3.82 |
Real Estate | 1.44 | 1.44 | 3.75 |
Top Comparisons
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
HSBC Liquid Fund - Regular Growth
3Y Returns6.99%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns15.24%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.06%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns12.58%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns20.57%
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
3Y Returns0%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns20.03%