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Compare LIC MF Midcap Fund vs Sundaram Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹200 | ₹100 |
Expense Ratio | 2.5 | 1.74 |
NAV | ₹29.15 | ₹1397.35 |
Fund Started | 05 Jan 2017 | 24 Jun 2002 |
Fund Size | ₹329.80 Cr | ₹12501.03 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months. | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹200
₹100
Expense Ratio
2.5
1.74
NAV
₹29.15
₹1397.35
Fund Started
05 Jan 2017
24 Jun 2002
Fund Size
₹329.80 Cr
₹12501.03 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1 Year | -5.02% | -0.50% |
3 Year | 17.88% | 21.63% |
5 Year | 22.52% | 26.77% |
1 Year
-5.02%
-0.50%
3 Year
17.88%
21.63%
5 Year
22.52%
26.77%
Holding Analysis
Equity | 96.71% | 95.63% |
Cash | 3.29% | 4.37% |
Equity
96.71%
95.63%
Cash
3.29%
4.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
UNO Minda Ltd. | 4.10% |
Shakti Pumps (India) Ltd. | 3.52% |
Trent Ltd. | 2.60% |
The Indian Hotels Company Ltd. | 2.24% |
Bharat Electronics Ltd. | 2.13% |
Alkem Laboratories Ltd. | 2.09% |
Mahindra & Mahindra Financial Services Ltd. | 2.06% |
Muthoot Finance Ltd. | 2.05% |
SRF Ltd. | 1.98% |
KPIT Technologies Ltd. | 1.98% |
Name | Assets |
|---|---|
Coromandel International Ltd. | 3.66% |
Cummins India Ltd. | 3.64% |
Kalyan Jewellers India Ltd. | 2.84% |
Fortis Healthcare Ltd. | 2.64% |
GE Vernova T&D India Ltd. | 2.55% |
Mahindra & Mahindra Financial Services Ltd. | 2.44% |
Lupin Ltd. | 2.37% |
Hindustan Petroleum Corporation Ltd. | 2.04% |
JK Cement Ltd. | 2.02% |
Persistent Systems Ltd. | 1.99% |
Fund Manager
Name | Dikshit Mittal | Ratish Varier |
Start Date | 01 Dec 2022 | 01 Jan 2022 |
Name
Dikshit Mittal
Ratish Varier
Start Date
01 Dec 2022
01 Jan 2022
About Fund
Description | The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. | The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. |
Launch Date | 05 Jan 2017 | 24 Jun 2002 |
Description
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Launch Date
05 Jan 2017
24 Jun 2002
