Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | LIC MF Large & Mid Cap |
|---|---|
| Category | Large & Mid Cap |
| Share of three-year stretches it beat its category P4 | 41% of 104 |
| Regular plan costs more than Direct by, a year P5 | 1.52% |
| Portfolio turned over a year P1 | 160% |
| Run by P7 | Sudhanshu Asthana · 5 mo |
| 1-year return | 0.9% |
| 3 years p.a. | 14.3% |
| 5 years p.a. | 11.5% |
| Deepest fall (max drawdown) | −18.7% |
| Assets (AUM) | ₹3,175 Cr |
| Disclosed history | 8.3 yrs |
| Holdings · top ten weight | 42 · 34% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.