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 202631.8386
CategoryLarge & Mid Cap
PlanRegular · Idcw
Launched2 Feb 2015
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty LargeMidcap 250 TRI
Expense ratiodirect plan, a year2.77%
AUM₹30.4 Cr
Growth of ₹10,000₹15,3612 Sep 2021 to 2 Sep 2026
₹15,826₹14,049₹12,273₹10,496₹8,720Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,361 (+9.0% 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₹10,060
13 Sep 2021₹10,172
20 Sep 2021₹10,130
27 Sep 2021₹10,328
4 Oct 2021₹10,267
11 Oct 2021₹10,558
18 Oct 2021₹10,855
25 Oct 2021₹10,330
1 Nov 2021₹10,399
8 Nov 2021₹10,564
15 Nov 2021₹10,667
22 Nov 2021₹10,214
29 Nov 2021₹10,019
6 Dec 2021₹10,032
13 Dec 2021₹10,381
20 Dec 2021₹9,890
27 Dec 2021₹10,188
3 Jan 2022₹10,374
10 Jan 2022₹10,569
17 Jan 2022₹10,771
24 Jan 2022₹10,067
31 Jan 2022₹10,239
7 Feb 2022₹10,191
14 Feb 2022₹9,794
21 Feb 2022₹9,896
28 Feb 2022₹9,776
7 Mar 2022₹9,243
14 Mar 2022₹9,709
21 Mar 2022₹9,918
28 Mar 2022₹9,913
4 Apr 2022₹10,172
11 Apr 2022₹10,204
18 Apr 2022₹9,937
25 Apr 2022₹9,773
2 May 2022₹9,815
9 May 2022₹9,334
16 May 2022₹9,065
23 May 2022₹9,227
30 May 2022₹9,449
6 Jun 2022₹9,385
13 Jun 2022₹9,000
20 Jun 2022₹8,720
27 Jun 2022₹8,918
4 Jul 2022₹8,986
11 Jul 2022₹9,261
18 Jul 2022₹9,360
25 Jul 2022₹9,550
1 Aug 2022₹9,843
8 Aug 2022₹9,924
16 Aug 2022₹10,136
22 Aug 2022₹9,917
29 Aug 2022₹9,910
5 Sep 2022₹10,125
12 Sep 2022₹10,377
19 Sep 2022₹10,108
26 Sep 2022₹9,816
3 Oct 2022₹9,797
10 Oct 2022₹9,898
17 Oct 2022₹9,817
25 Oct 2022₹9,904
31 Oct 2022₹9,975
7 Nov 2022₹9,941
14 Nov 2022₹9,890
21 Nov 2022₹9,775
28 Nov 2022₹9,955
5 Dec 2022₹10,060
12 Dec 2022₹9,947
19 Dec 2022₹9,838
26 Dec 2022₹9,578
2 Jan 2023₹9,543
9 Jan 2023₹9,429
16 Jan 2023₹9,341
23 Jan 2023₹9,314
30 Jan 2023₹9,101
6 Feb 2023₹9,258
13 Feb 2023₹9,284
20 Feb 2023₹9,302
27 Feb 2023₹9,109
6 Mar 2023₹9,236
13 Mar 2023₹8,977
20 Mar 2023₹8,854
27 Mar 2023₹8,794
3 Apr 2023₹8,871
10 Apr 2023₹8,949
17 Apr 2023₹9,012
24 Apr 2023₹9,030
2 May 2023₹9,157
8 May 2023₹9,247
15 May 2023₹9,401
22 May 2023₹9,366
29 May 2023₹9,489
5 Jun 2023₹9,604
12 Jun 2023₹9,632
19 Jun 2023₹9,795
26 Jun 2023₹9,764
3 Jul 2023₹9,983
10 Jul 2023₹9,999
17 Jul 2023₹10,168
24 Jul 2023₹10,155
31 Jul 2023₹10,313
7 Aug 2023₹10,243
14 Aug 2023₹10,211
21 Aug 2023₹10,299
28 Aug 2023₹10,409
4 Sep 2023₹10,600
11 Sep 2023₹10,882
18 Sep 2023₹10,696
25 Sep 2023₹10,581
3 Oct 2023₹10,666
9 Oct 2023₹10,568
16 Oct 2023₹10,745
23 Oct 2023₹10,431
30 Oct 2023₹10,375
6 Nov 2023₹10,633
13 Nov 2023₹10,776
20 Nov 2023₹10,923
28 Nov 2023₹10,984
4 Dec 2023₹11,452
11 Dec 2023₹11,591
18 Dec 2023₹11,853
26 Dec 2023₹11,809
1 Jan 2024₹11,945
8 Jan 2024₹11,945
15 Jan 2024₹12,219
23 Jan 2024₹11,859
29 Jan 2024₹12,182
5 Feb 2024₹12,251
12 Feb 2024₹12,056
19 Feb 2024₹12,399
26 Feb 2024₹12,372
4 Mar 2024₹12,425
11 Mar 2024₹12,236
18 Mar 2024₹11,932
26 Mar 2024₹12,103
1 Apr 2024₹12,385
8 Apr 2024₹12,632
15 Apr 2024₹12,461
22 Apr 2024₹12,625
29 Apr 2024₹12,954
6 May 2024₹13,041
13 May 2024₹12,869
21 May 2024₹13,592
27 May 2024₹13,761
3 Jun 2024₹13,933
10 Jun 2024₹13,953
18 Jun 2024₹14,602
24 Jun 2024₹14,686
1 Jul 2024₹14,997
8 Jul 2024₹15,290
15 Jul 2024₹15,284
22 Jul 2024₹15,017
29 Jul 2024₹15,439
5 Aug 2024₹14,836
12 Aug 2024₹15,220
19 Aug 2024₹15,291
26 Aug 2024₹15,551
2 Sep 2024₹15,676
9 Sep 2024₹15,525
16 Sep 2024₹15,757
23 Sep 2024₹15,826
30 Sep 2024₹15,813
7 Oct 2024₹15,037
14 Oct 2024₹15,664
21 Oct 2024₹15,291
28 Oct 2024₹14,894
4 Nov 2024₹14,963
11 Nov 2024₹15,043
18 Nov 2024₹14,639
25 Nov 2024₹15,174
2 Dec 2024₹15,288
9 Dec 2024₹15,580
16 Dec 2024₹15,724
23 Dec 2024₹15,162
30 Dec 2024₹15,138
6 Jan 2025₹15,195
13 Jan 2025₹14,337
20 Jan 2025₹14,618
27 Jan 2025₹13,847
3 Feb 2025₹13,976
10 Feb 2025₹13,961
17 Feb 2025₹13,321
24 Feb 2025₹13,334
3 Mar 2025₹12,936
10 Mar 2025₹13,293
17 Mar 2025₹13,384
24 Mar 2025₹14,273
31 Mar 2025₹14,087
7 Apr 2025₹13,083
15 Apr 2025₹13,946
21 Apr 2025₹14,333
28 Apr 2025₹14,238
5 May 2025₹14,266
12 May 2025₹14,501
19 May 2025₹14,926
26 May 2025₹14,936
2 Jun 2025₹14,971
9 Jun 2025₹15,408
16 Jun 2025₹15,219
23 Jun 2025₹15,104
30 Jun 2025₹15,501
7 Jul 2025₹15,285
14 Jul 2025₹15,209
21 Jul 2025₹15,322
28 Jul 2025₹14,943
4 Aug 2025₹14,993
11 Aug 2025₹14,752
18 Aug 2025₹14,982
25 Aug 2025₹15,007
1 Sep 2025₹14,798
8 Sep 2025₹14,905
15 Sep 2025₹15,147
22 Sep 2025₹15,206
30 Sep 2025₹14,790
6 Oct 2025₹15,108
13 Oct 2025₹15,095
20 Oct 2025₹15,299
27 Oct 2025₹15,397
3 Nov 2025₹15,455
10 Nov 2025₹15,151
17 Nov 2025₹15,362
24 Nov 2025₹15,152
1 Dec 2025₹15,297
8 Dec 2025₹14,933
15 Dec 2025₹15,168
22 Dec 2025₹15,240
29 Dec 2025₹15,154
5 Jan 2026₹15,368
12 Jan 2026₹14,935
19 Jan 2026₹14,770
27 Jan 2026₹14,365
2 Feb 2026₹14,532
9 Feb 2026₹15,221
16 Feb 2026₹15,027
23 Feb 2026₹15,052
2 Mar 2026₹14,721
9 Mar 2026₹14,244
16 Mar 2026₹13,904
23 Mar 2026₹13,330
30 Mar 2026₹13,249
6 Apr 2026₹13,731
13 Apr 2026₹14,332
20 Apr 2026₹14,718
27 Apr 2026₹14,600
4 May 2026₹14,490
11 May 2026₹14,626
18 May 2026₹14,354
25 May 2026₹14,649
1 Jun 2026₹14,332
8 Jun 2026₹14,082
15 Jun 2026₹14,702
22 Jun 2026₹15,152
29 Jun 2026₹15,052
6 Jul 2026₹15,373
13 Jul 2026₹15,338
20 Jul 2026₹15,258
27 Jul 2026₹15,183
3 Aug 2026₹15,484
10 Aug 2026₹15,567
17 Aug 2026₹15,525
24 Aug 2026₹15,498
31 Aug 2026₹15,663
2 Sep 2026₹15,361

Performance (trailing, annualised)

1Y annualised3.61%
3Y annualised13.32%
5Y annualised8.97%
10Y annualised11.01%

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 ₹1,24,2296.57%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,99,2596.84%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,75,98310.22%

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

Calendar years

Calendar 202130.84%
Calendar 2022-7.13%
Calendar 202324.96%
Calendar 202427.87%
Calendar 20250.21%

Rolling returns

Rolling 1Y · average543 windows since 29 Feb 201613.18%
Rolling 1Y · median8.11%
Rolling 1Y · worst window-21.83%
Rolling 1Y · best window67.44%
Rolling 1Y · windows positive71%
Rolling 3Y · average440 windows since 28 Feb 201812.00%
Rolling 3Y · median13.41%
Rolling 3Y · worst window-7.34%
Rolling 3Y · best window23.75%
Rolling 3Y · windows positive94%
Rolling 5Y · average337 windows since 27 Feb 202012.17%
Rolling 5Y · median12.55%
Rolling 5Y · worst window0.41%
Rolling 5Y · best window24.15%
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)15.64%
Downside deviation (3Y)11.45%
Maximum drawdown-19.16%

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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