OmniAssetMutual funds › LIC MF Large & Mid Cap Fund

LIC MF Large & Mid Cap Fund

Large & Mid Cap fund benchmarked to Nifty LargeMidcap 250 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202636.4163
CategoryLarge & Mid Cap
PlanDirect · Idcw
Launched2 Feb 2015
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty LargeMidcap 250 TRI
Expense ratiodirect plan, a year1.54%
AUM₹4.97 Cr
Growth of ₹10,000₹16,5272 Sep 2021 to 2 Sep 2026
₹16,851₹14,849₹12,848₹10,846₹8,845Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,527 (+10.6% a year) LIC MF Large & Mid Cap Fund
Growth of ₹10,000 — every plotted observation
PointLIC MF Large & Mid Cap Fund
2 Sep 2021₹10,000
6 Sep 2021₹10,062
13 Sep 2021₹10,176
20 Sep 2021₹10,138
27 Sep 2021₹10,339
4 Oct 2021₹10,285
11 Oct 2021₹10,580
18 Oct 2021₹10,881
25 Oct 2021₹10,358
1 Nov 2021₹10,430
8 Nov 2021₹10,599
15 Nov 2021₹10,705
22 Nov 2021₹10,254
29 Nov 2021₹10,061
6 Dec 2021₹10,077
13 Dec 2021₹10,430
20 Dec 2021₹9,941
27 Dec 2021₹10,242
3 Jan 2022₹10,441
10 Jan 2022₹10,641
17 Jan 2022₹10,846
24 Jan 2022₹10,140
31 Jan 2022₹10,316
7 Feb 2022₹10,270
14 Feb 2022₹9,873
21 Feb 2022₹9,979
28 Feb 2022₹9,861
7 Mar 2022₹9,326
14 Mar 2022₹9,799
21 Mar 2022₹10,012
28 Mar 2022₹10,011
4 Apr 2022₹10,284
11 Apr 2022₹10,320
18 Apr 2022₹10,053
25 Apr 2022₹9,890
2 May 2022₹9,935
9 May 2022₹9,451
16 May 2022₹9,181
23 May 2022₹9,348
30 May 2022₹9,576
6 Jun 2022₹9,513
13 Jun 2022₹9,126
20 Jun 2022₹8,845
27 Jun 2022₹9,057
4 Jul 2022₹9,129
11 Jul 2022₹9,411
18 Jul 2022₹9,514
25 Jul 2022₹9,710
1 Aug 2022₹10,011
8 Aug 2022₹10,096
16 Aug 2022₹10,315
22 Aug 2022₹10,094
29 Aug 2022₹10,091
5 Sep 2022₹10,312
12 Sep 2022₹10,572
19 Sep 2022₹10,301
26 Sep 2022₹10,006
3 Oct 2022₹10,000
10 Oct 2022₹10,105
17 Oct 2022₹10,025
25 Oct 2022₹10,118
31 Oct 2022₹10,192
7 Nov 2022₹10,161
14 Nov 2022₹10,111
21 Nov 2022₹9,997
28 Nov 2022₹10,184
5 Dec 2022₹10,294
12 Dec 2022₹10,182
19 Dec 2022₹10,072
26 Dec 2022₹9,809
2 Jan 2023₹9,785
9 Jan 2023₹9,671
16 Jan 2023₹9,583
23 Jan 2023₹9,557
30 Jan 2023₹9,341
6 Feb 2023₹9,504
13 Feb 2023₹9,533
20 Feb 2023₹9,554
27 Feb 2023₹9,359
6 Mar 2023₹9,491
13 Mar 2023₹9,227
20 Mar 2023₹9,102
27 Mar 2023₹9,043
3 Apr 2023₹9,135
10 Apr 2023₹9,217
17 Apr 2023₹9,285
24 Apr 2023₹9,305
2 May 2023₹9,439
8 May 2023₹9,533
15 May 2023₹9,694
22 May 2023₹9,660
29 May 2023₹9,790
5 Jun 2023₹9,910
12 Jun 2023₹9,941
19 Jun 2023₹10,111
26 Jun 2023₹10,082
3 Jul 2023₹10,311
10 Jul 2023₹10,329
17 Jul 2023₹10,506
24 Jul 2023₹10,495
31 Jul 2023₹10,661
7 Aug 2023₹10,592
14 Aug 2023₹10,560
21 Aug 2023₹10,655
28 Aug 2023₹10,771
4 Sep 2023₹10,971
11 Sep 2023₹11,265
18 Sep 2023₹11,075
25 Sep 2023₹10,959
3 Oct 2023₹11,050
9 Oct 2023₹10,951
16 Oct 2023₹11,137
23 Oct 2023₹10,814
30 Oct 2023₹10,758
6 Nov 2023₹11,028
13 Nov 2023₹11,179
20 Nov 2023₹11,334
28 Nov 2023₹11,401
4 Dec 2023₹11,888
11 Dec 2023₹12,035
18 Dec 2023₹12,310
26 Dec 2023₹12,268
1 Jan 2024₹12,412
8 Jan 2024₹12,414
15 Jan 2024₹12,702
23 Jan 2024₹12,332
29 Jan 2024₹12,669
5 Feb 2024₹12,744
12 Feb 2024₹12,545
19 Feb 2024₹12,906
26 Feb 2024₹12,881
4 Mar 2024₹12,939
11 Mar 2024₹12,747
18 Mar 2024₹12,433
26 Mar 2024₹12,615
1 Apr 2024₹12,912
8 Apr 2024₹13,174
15 Apr 2024₹12,999
22 Apr 2024₹13,173
29 Apr 2024₹13,519
6 May 2024₹13,613
13 May 2024₹13,437
21 May 2024₹14,196
27 May 2024₹14,376
3 Jun 2024₹14,559
10 Jun 2024₹14,583
18 Jun 2024₹15,266
24 Jun 2024₹15,357
1 Jul 2024₹15,687
8 Jul 2024₹15,997
15 Jul 2024₹15,995
22 Jul 2024₹15,719
29 Jul 2024₹16,165
5 Aug 2024₹15,537
12 Aug 2024₹15,948
19 Aug 2024₹16,027
26 Aug 2024₹16,303
2 Sep 2024₹16,438
9 Sep 2024₹16,285
16 Sep 2024₹16,532
23 Sep 2024₹16,608
30 Sep 2024₹16,599
7 Oct 2024₹15,788
14 Oct 2024₹16,451
21 Oct 2024₹16,063
28 Oct 2024₹15,650
4 Nov 2024₹15,726
11 Nov 2024₹15,815
18 Nov 2024₹15,394
25 Nov 2024₹15,960
2 Dec 2024₹16,084
9 Dec 2024₹16,395
16 Dec 2024₹16,551
23 Dec 2024₹15,963
30 Dec 2024₹15,942
6 Jan 2025₹16,006
13 Jan 2025₹15,106
20 Jan 2025₹15,406
27 Jan 2025₹14,597
3 Feb 2025₹14,737
10 Feb 2025₹14,725
17 Feb 2025₹14,053
24 Feb 2025₹14,070
3 Mar 2025₹13,653
10 Mar 2025₹14,034
17 Mar 2025₹14,134
24 Mar 2025₹15,076
31 Mar 2025₹14,883
7 Apr 2025₹13,827
15 Apr 2025₹14,742
21 Apr 2025₹15,155
28 Apr 2025₹15,058
5 May 2025₹15,092
12 May 2025₹15,344
19 May 2025₹15,798
26 May 2025₹15,813
2 Jun 2025₹15,853
9 Jun 2025₹16,321
16 Jun 2025₹16,124
23 Jun 2025₹16,006
30 Jun 2025₹16,431
7 Jul 2025₹16,206
14 Jul 2025₹16,130
21 Jul 2025₹16,253
28 Jul 2025₹15,855
4 Aug 2025₹15,913
11 Aug 2025₹15,662
18 Aug 2025₹15,910
25 Aug 2025₹15,940
1 Sep 2025₹15,722
8 Sep 2025₹15,840
15 Sep 2025₹16,100
22 Sep 2025₹16,167
30 Sep 2025₹15,730
6 Oct 2025₹16,072
13 Oct 2025₹16,062
20 Oct 2025₹16,283
27 Oct 2025₹16,391
3 Nov 2025₹16,457
10 Nov 2025₹16,138
17 Nov 2025₹16,367
24 Nov 2025₹16,147
1 Dec 2025₹16,306
8 Dec 2025₹15,922
15 Dec 2025₹16,177
22 Dec 2025₹16,258
29 Dec 2025₹16,169
5 Jan 2026₹16,402
12 Jan 2026₹15,944
19 Jan 2026₹15,771
27 Jan 2026₹15,343
2 Feb 2026₹15,525
9 Feb 2026₹16,266
16 Feb 2026₹16,062
23 Feb 2026₹16,092
2 Mar 2026₹15,743
9 Mar 2026₹15,236
16 Mar 2026₹14,876
23 Mar 2026₹14,265
30 Mar 2026₹14,181
6 Apr 2026₹14,701
13 Apr 2026₹15,347
20 Apr 2026₹15,765
27 Apr 2026₹15,642
4 May 2026₹15,527
11 May 2026₹15,677
18 May 2026₹15,389
25 May 2026₹15,709
1 Jun 2026₹15,373
8 Jun 2026₹15,108
15 Jun 2026₹15,777
22 Jun 2026₹16,263
29 Jun 2026₹16,160
6 Jul 2026₹16,508
13 Jul 2026₹16,475
20 Jul 2026₹16,392
27 Jul 2026₹16,316
3 Aug 2026₹16,643
10 Aug 2026₹16,736
17 Aug 2026₹16,695
24 Aug 2026₹16,670
31 Aug 2026₹16,851
2 Sep 2026₹16,527

Performance (trailing, annualised)

1Y annualised4.93%
3Y annualised14.79%
5Y annualised10.57%
10Y annualised12.39%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,25,0627.88%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,07,6898.24%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,05,92011.75%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202131.45%
Calendar 2022-5.38%
Calendar 202326.63%
Calendar 202429.62%
Calendar 20251.54%

Rolling returns

Rolling 1Y · average543 windows since 29 Feb 201614.52%
Rolling 1Y · median9.45%
Rolling 1Y · worst window-22.18%
Rolling 1Y · best window70.19%
Rolling 1Y · windows positive75%
Rolling 3Y · average440 windows since 28 Feb 201813.35%
Rolling 3Y · median14.77%
Rolling 3Y · worst window-6.33%
Rolling 3Y · best window24.31%
Rolling 3Y · windows positive94%
Rolling 5Y · average337 windows since 27 Feb 202013.44%
Rolling 5Y · median13.76%
Rolling 5Y · worst window1.42%
Rolling 5Y · best window25.80%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)15.62%
Downside deviation (3Y)11.40%
Maximum drawdown-18.71%

Management

Fund managerFM -1-Mr. Sudhanshu Asthana
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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