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LIC MF Large Cap Fund-Regular Plan-Growth is an equity scheme managed by LIC Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 12.21%, with the bottom and top quartiles at 10.69% and 14.02% respectively. It has ranked in the top half of its category for 3 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 3.56% on assets of ₹1,352Cr. The fund is currently managed by Mahesh Bendre, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Bharat Dynamics Limited | Industrials | 1.61% |
| Kotak Mahindra Bank Limited | Financial Services | 1.49% |
| Shriram Finance Limited | Financial Services | 1.41% |
| Tata Motors Limited | Consumer Cyclical | 0.85% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 1 | 24.44% |
| Petroleum Products | 1 | 6.96% |
| Automobiles | 4 | 6.81% |
| Construction | 1 | 5.56% |
| Diversified FMCG | 2 | 5.30% |
| Telecom - Services | 1 | 4.49% |
| IT - Software | 2 | 4.27% |
| Cement & Cement Products | 2 | 3.85% |
| Retailing | 2 | 3.41% |
| Consumer Durables | 2 | 3.11% |
| Aerospace & Defense | 1 | 3.06% |
| Finance | 1 | 2.81% |
| Pharmaceuticals & Biotechnology | 1 | 2.58% |
| Insurance | 1 | 2.36% |
| Healthcare Services | 2 | 2.23% |
| Transport Services | 1 | 1.98% |
| Leisure Services | 2 | 1.86% |
| Chemicals & Petrochemicals | 1 | 1.69% |
| Ferrous Metals | 1 | 1.25% |
| Minerals & Mining | 1 | 1.01% |
| Capital Markets | 1 | 0.97% |
| Agricultural Commercial & Construction Vehicles | 1 | 0.85% |
| Cigarettes & Tobacco Products | 1 | 0.83% |
| Beverages | 1 | 0.79% |
| Commercial Services & Supplies | 1 | 0.57% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -9.37% | 1.41% | 9.20% | 24.43% | 64.82% | 79.0% |
| 3Y | 6.57% | 10.69% | 12.21% | 14.02% | 20.01% | 100.0% |
| 5Y | 7.14% | 9.59% | 12.96% | 15.75% | 18.57% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 5.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| quant Large Cap Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹3,138 Cr | 2.53% | +15.69% | — | 5★ |
| BANK OF INDIA Large Cap Fund Regular Plan Growth | Bank of India Mutual Fund | ₹213 Cr | 2.47% | +13.69% | — | 4★ |
| Invesco India Largecap Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹1,722 Cr | 2.08% | +13.55% | +11.83% | 5★ |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹1,164 Cr | 2.63% | +12.73% | — | 4★ |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹2,579 Cr | 2.00% | +12.70% | — | 4★ |
| BANDHAN Large Cap Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹2,007 Cr | 2.34% | +12.69% | +11.17% | 4★ |
| DSP Large Cap Fund - Regular Plan - Growth | DSP Mutual Fund | ₹7,192 Cr | 2.52% | +12.63% | +10.49% | 5★ |
| Taurus Large Cap Fund - Regular Plan - Growth | Taurus Mutual Fund | ₹51 Cr | 2.43% | +11.75% | +9.88% | 4★ |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Mutual Fund | ₹2,688 Cr | 2.00% | +11.28% | +10.80% | 3★ |
| HDFC Large Cap Fund - Growth Option - Regular Plan | HDFC Mutual Fund | ₹38,121 Cr | 1.90% | +10.61% | +11.46% | 3★ |