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LIC MF Mid Cap Fund-Regular Plan-Growth

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Category: Equity: Mid Cap
Launch Date: 02-02-2017
Asset Class:
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 2.5% As on (31-01-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 345.56 Cr As on (31-12-2025)
Turn over: 63
NAV as on 17-02-2026

28.5835

0.12 (0.4132%)

CAGR Since Inception

12.29%

NIFTY Midcap 150 TRI 17.29%

PERFORMANCE of LIC MF Mid Cap Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 17-02-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
LIC MF Mid Cap Fund-Regular Plan-Growth 12.19 20.47 14.83 - 12.29
NIFTY MIDCAP 150 TRI 20.43 24.21 20.98 20.07 17.29
Equity: Mid Cap 17.63 21.87 18.66 17.62 16.54

Yearly Performance (%)

Nav Movement

Fund Managers

FM1 Mr. Karan Doshi FM2 Mr. Dikshit Mittal

Investment Objective

To provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. There can be no assurance that the investment objective under the scheme will be realized.

RETURNS CALCULATOR for LIC MF Mid Cap Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of LIC MF Mid Cap Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF Mid Cap Fund-Regular Plan-Growth 14.87 0.87 -3.37 0.99
Equity: Mid Cap - - - - - -

PEER COMPARISION of LIC MF Mid Cap Fund-Regular Plan-Growth

Compare SIP Compare Lumpsum
Period
Data as on - 17-02-2026
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 12.19 10.07 20.47 14.83 0.0
ICICI Prudential MidCap Fund - Growth 10-10-2004 27.7 14.77 24.83 20.28 17.96
Invesco India Midcap Fund - Growth Option 19-04-2007 24.78 18.52 27.42 21.04 19.74
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 24.1 10.48 21.43 18.06 0.0
HSBC Midcap Fund - Regular Growth 09-08-2004 23.96 13.45 24.9 18.8 17.92
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 23.2 14.75 26.45 22.59 20.35
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 21.81 13.99 25.29 20.05 16.93
HDFC Mid Cap Fund - Growth Plan 25-06-2007 21.56 13.6 26.09 22.97 19.85
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 21.46 12.11 21.61 19.01 0.0
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 20.92 13.17 25.91 0.0 0.0

PORTFOLIO ANALYSIS of LIC MF Mid Cap Fund-Regular Plan-Growth

Asset Allocation (%)