LIC Mutual Fund Mid Cap Fund - Regular Plan - Growth yearly return performance
Is fund ki performance ko samajhne ke liye hume iska 1 saal, 3 saal aur 5 saal ka return compare karna hoga benchmark Nifty Midcap 150 TRI ke saath.
| Period |
LIC Mutual Fund Mid Cap Fund - Regular Plan - Growth Returns |
Benchmark Returns |
| 1 Year |
2.22% |
5.30% |
| 3 Years |
14.86% |
12.34% |
| 5 Years |
8.67% |
10.50% |
Dekha jaye toh, 1 saal ka return kuch khaas nahi raha, lekin 3 aur 5 saal mein iska performance benchmark se behtar hai. Fund ke manager Yogesh Patil ne kaafi achhi strategy adopt ki hai, jo long-term investors ke liye beneficial ho sakti hai.
Lekin, market volatility ke dauraan ye fund kaafi risk bhi uthata hai, isliye aapko dhyan rakhna hoga ki yadi aap short-term returns ke liye soch rahe hain toh ye aapke liye suitable nahi hoga.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
LIC Mutual Fund Mid Cap Fund - Regular Plan - Growth portfolio breakdown for investors
Is fund ki portfolio breakdown ki baat karein toh, top 5 holdings mein kuch naam hain jo kaafi jaan-pehchaan wale hain.
1. Voltas Ltd. (3.8%)
2. Mphasis Ltd. (3.5%)
3. Coforge Ltd. (3.2%)
4. Sundram Fasteners Ltd. (2.9%)
5. Persistent Systems Ltd. (2.7%)
Ye holdings fund ki strategy ko reflect karti hain, jahan technology aur consumer goods sectors par kaafi focus hai. Sector allocation kaafi diversified hai, jo ki risk ko mitigate karne mein madad karta hai.
Mid cap stocks mein investment ka risk zyada hota hai, lekin potential returns bhi kaafi achhe hote hain. Is fund ka expense ratio 1.75% hai, jo industry standards ke hisaab se thoda upar hai, lekin agar aap high growth potential chahte hain toh ye fund aapke liye suitable ho sakta hai.
LIC Mutual Fund Mid Cap Fund - Regular Plan - Growth – risk level aur volatility
LIC Mutual Fund Mid Cap Fund - Regular Plan - Growth ka riskometer "Very High" hai. Matlab, yeh fund un investors ke liye hai jo market ki volatility ko samajhte hain aur high risk uthana chahte hain.
Mid cap stocks kaafi volatile hote hain, aur unki prices market conditions ke hisaab se kaafi fluctuate kar sakti hain. Agar aap ek conservative investor hain, toh aapko is fund se door rehna chahiye.
Yeh fund zyada risk uthata hai, lekin agar aapka investment horizon acha hai, toh aap is fund se achhe returns expect kar sakte hain.
Yeh fund un logon ke liye sahi hai jo long-term investing mein believe rakhte hain aur short-term market fluctuations se nahi darte.