38
Large & Mid CapAvoid
LIC MF Large & Midcap
LIC · Direct–Growth · rank #24 of 36 by Smart Score
Data updated
Trailing returns
1 Year
4.9%
-0.4% vs index
3 Years
14.8%
5 Years
12.3%
Since launch
14.1%
Year-by-year performance
2021
+35.5%—
2022
-0.8%—
2023
+28.3%—
2024
+29.6%+11.1% vs index
2025
+1.6%-6.8% vs index
2026
+1.6%+2.0% vs index
Why this score
LIC MF Large & Midcap scores 38/100 — #24 of 36 Large & Mid Cap fund (Avoid). It stands out for sharpe ratio — beating 62% of peers on sharpe ratio. The main drag is its 5y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return12.29% · 25th percentile in category
Expense ratio1.88% · 4th percentile in category
Volatility16.81 · 17th percentile in category
Sharpe ratio0.67 · 62nd percentile in category
1Y return4.93% · 32nd percentile in category
Sortino ratio0.71 · 59th percentile in category
Top holdings
1.AU Small Finance Bank Ltd4.06%
2.Persistent Systems Ltd3.94%
3.Bajaj Finance Ltd3.55%
4.CG Power & Industrial Solutions Ltd3.46%
5.Interglobe Aviation Ltd3.34%
40 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.