MonitorDirect · Growth
LIC MF Large & Mid Cap Fund
LIC Mutual FundEquity Scheme - Large & Mid Cap Fund11.6 years
The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of large cap and midcap companies.
- NAV
- 44.2125
- 15 Sept 2026
- 1Y
- -1.1%
- Trailing CAGR
- AUM
- ₹3,198.49 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.1%
- 3Y+12.8%
- 5Y+10.7%
- 10Y+14.5%
- SI+13.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.3%
- 3Y+5.3%
- 5Y+10.8%
- 10Y+14.2%
- Since inception
- +13.7%
- Calendar-day CAGR
- Excess 1Y
- -5.4%
- Category median, same plan and option
- 3Y win rate
- +61%
- Windows beating the median
- 3Y percentile
- 41
- Vs comparable share classes
- Worst rolling 3Y
- -1.8%
- 2107 daily-ending windows
- Median rolling 3Y
- +17.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1617 daily-ending windows
- SIP 3Y XIRR
- +5.3%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 135 recovered episodes
- Longest recovery
- 523 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
20 Feb 2020 – 17 Nov 2020
Trough 23 Mar 2020 · recovered in 239 days
-33.9%
5 Aug 2015 – 28 Jul 2016
Trough 25 Feb 2016 · recovered in 154 days
-22.1%
27 Sept 2024 – 5 Aug 2026
Trough 28 Feb 2025 · recovered in 523 days
-18.7%
17 Jan 2022 – 13 Sept 2022
Trough 20 Jun 2022 · recovered in 85 days
-17.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
41
Vs category
16
Consistency
58
Risk-adjusted
54
Drawdown
15
Mean
37
Portfolio
31 Aug 2026 · 41 holdings · top 10 are 34.3%.
- Top 5
- 18.8%
- Top 10
- 34.3%
- Largest holding
- 4.1%
- Effective holdings
- 37.7
AU Small Finance Bank Ltd
Financial
4.1%
Eicher Motors Ltd
Consumer Discretionary
3.9%
Persistent Systems Ltd
Technology
3.9%
CG Power & Industrial Solutions Ltd
Industrials
3.6%
Interglobe Aviation Ltd
Industrials
3.3%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 61% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.4%
- 3Y
- +12.5%
- Vol
- 14.9%
- Max DD
- -20.6%
- Sharpe
- 0.94
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +2.5%
- 3Y
- +13.2%
- Vol
- 15.7%
- Max DD
- -34.9%
- Sharpe
- 0.74
- 3Y win
- +88%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual Fund
- 1Y
- +7.2%
- 3Y
- +21.2%
- Vol
- 19.4%
- Max DD
- -37.4%
- Sharpe
- 0.87
- 3Y win
- +98%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Quant Large & Mid Cap Fund
quant Mutual Fund
- 1Y
- +8.4%
- 3Y
- +13.6%
- Vol
- n/a
- Max DD
- -45.7%
- Sharpe
- n/a
- 3Y win
- +81%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
SBI LARGE & MIDCAP FUND
SBI Mutual Fund
- 1Y
- +1.7%
- 3Y
- +11.6%
- Vol
- 15.0%
- Max DD
- -36.4%
- Sharpe
- 0.74
- 3Y win
- +72%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Lower trailing returns