LIC MF Large Cap Fund

Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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Very High

₹50.2080 -1.29%

As on 14-Feb-2025

Returns

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Calculate SIP Returns of LIC MF Large Cap Fund

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of LIC MF Large Cap Fund

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
VR Opinion
Risk info
Return (%)
Expense Ratio (%) info
LIC MF Large Cap Fund
3 star
unlock fund advisor
Very High
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2.13
5 star
unlock fund advisor
Very High
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1.45
4 star
unlock fund advisor
Very High
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1.62
5 star
unlock fund advisor
Very High
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1.57
4 star
unlock fund advisor
Very High
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1.67

Other details of LIC MF Large Cap Fund

Assets

info

₹1,414 Cr

Exit Load (Days)

info

1.00 (90)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

200

Min. No of Cheques

30

BLAHBLAH

Investment Strategy

The scheme seeks to achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives.

Suitability

"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for LIC MF Large Cap Fund

LIC MF Large Cap Fund is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times.

Mutual funds can be bought directly from the website of the fund house. For instance, LIC MF Large Cap Fund fund can be purchased from the website of LIC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of LIC MF Large Cap Fund is ₹50.2080 as of 15-Feb-2025.

The AUM of LIC MF Large Cap Fund Fund is ₹1,414 Cr as of 31-Jan-2025

The riskometer level of LIC MF Large Cap Fund is Very High. See More

As of 31-Jan-2025, LIC MF Large Cap Fund had invested 98.55% in Equity and 1.45% in Cash & Cash Eq. See More

LIC MF Large Cap Fund is 30 years 5 months old. It has delivered 5.65% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
5.54%
9.41%
12.56%
10.99%
9.49%
5.65%

No, There is no lock in period in LIC MF Large Cap Fund.

The expense ratio of LIC MF Large Cap Fund is 2.13.