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) | ₹3047 Cr | ₹3047 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 | 2.57% | 2.57% | 3.36% |
| 6 Month | 8.23% | 8.23% | 3.46% |
| 1 Year | 1.85% | 1.85% | -5.04% |
| 3 Year | 16.43% | 16.43% | 16.36% |
| 5 Year | 20.11% | 20.11% | 24.21% |
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 | -0.47% | -0.47% | -1.53% |
| 1 Year | 5.24% | 5.24% | -0.13% |
| 3 Year | 14.33% | 14.33% | 9.5% |
| 5 Year | 14.64% | 14.64% | 14.55% |
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 | 12.96% | 12.96% | 14.06% |
| 3 Year | 15.22% | 15.22% | 16.58% |
| 5 Year | 15.28% | 15.28% | 14.66% |
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 | 14.92% | 14.92% | 16.673% |
| Sharp | 0.66% | 0.66% | 0.777% |
| Beta | 1.04% | 1.04% | 1.094% |
| Alpha | -2.46% | -2.46% | 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 | 5.13 | 5.13 | 15.05 |
| Large Cap | 42.53 | 42.53 | 45.57 |
| Small Cap | 18.41 | 18.41 | 2.8 |
| Mid Cap | 33.94 | 33.94 | 36.58 |
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 | 3.13 | 3.13 | 9.27 |
| Energy | 1.9 | 1.9 | 9.84 |
| Technology | 6.23 | 6.23 | 4.21 |
| Consumer Defensive | 6.41 | 6.41 | 15.25 |
| Industrials | 20.3 | 20.3 | 15.12 |
| Financial Services | 24.15 | 24.15 | 11.02 |
| Utilities | 2.49 | 2.49 | 6.02 |
| Basic Materials | 9.04 | 9.04 | 6.16 |
| Consumer Cyclical | 15.37 | 15.37 | 8.48 |
| Healthcare | 7.27 | 7.27 | 7.29 |
| Communication Services | 2.35 | 2.35 | 3.76 |
| Real Estate | 1.36 | 1.36 | 3.57 |
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