39
Large & Mid CapAvoid
LIC MF Large & Midcap
LIC · Direct–Growth · rank #21 of 36 by Smart Score
Data updated
Trailing returns
1 Year
0.1%
-0.1% vs index
3 Years
13.8%
5 Years
11.4%
Since launch
13.9%
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
+0.4%+2.3% vs index
Why this score
LIC MF Large & Midcap scores 39/100 — #21 of 36 Large & Mid Cap fund (Avoid). It stands out for sharpe ratio and sortino 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 return11.41% · 25th percentile in category
Expense ratio1.66% · 4th percentile in category
Volatility16.71 · 17th percentile in category
Sharpe ratio0.65 · 62nd percentile in category
Sortino ratio0.64 · 65th percentile in category
1Y return0.12% · 26th percentile in category
Top holdings
1.AU Small Finance Bank Ltd4.12%
2.Eicher Motors Ltd3.93%
3.Persistent Systems Ltd3.89%
4.CG Power & Industrial Solutions Ltd3.59%
5.Interglobe Aviation Ltd3.31%
40 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.