Investment Objective and Approach

LIC MF Large Cap Fund aims 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. However, there can be no assurance that the investment objective of the Scheme will be achieved.

The fund is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. The fund follows a disciplined investment approach focusing on well-established companies with strong market capitalization.

Key investment highlights:

- Assets Under Management (AUM): ₹1,505.32 crores as of August 2025

- Latest NAV: ₹63.213 as on 01 Aug 2025

- Expense ratio: 1.39%

- Returns since inception: 368.84%

- Since inception returns: 5.20%

Fund Managers

The fund is currently managed by experienced professionals:

Mr. Nikhil Rungta - Managing equity investments since 01/07/24

Mr. Sumit Bhatnagar - Managing equity investments since 03/10/23

The fund management team brings extensive experience in equity research and portfolio management, focusing on identifying value opportunities in large-cap companies with strong fundamentals and growth potential.

About the Fund House (AMC)

LIC Mutual Fund Asset Management Company Limited is promoted by Life Insurance Corporation of India, the country's largest life insurance company. LIC Mutual Funds currently operate with funds worth Rs. 30,170.82 Crores. Currently, LIC Mutual Fund provides investors with about 26 different schemes catering to investors of varied risk appetites.

The AMC has established itself as a trusted investment partner with a focus on delivering consistent long-term wealth creation. It has 90.06% investment in the Indian Stock market, of which 87.62% is in large-cap stocks, and 2.43% is in mid-cap stocks. LIC AMC recorded a CAGR of 14.56% in the last 3 fiscal years, making it one of the most preferred large and mid-cap mutual funds amongst investors.

The fund house operates from its registered office at Industrial Assurance Building, Ground Floor, Opposite Churchgate Station, Mumbai, and offers comprehensive investor services including online investment facilities and customer support through toll-free number 1800-258-5678.

Should I Invest in LIC MF Large Cap Fund?

LIC MF Large Cap Fund is suitable for investors who:

- Seek long-term capital appreciation with moderate to high risk tolerance

- Want exposure to established large-cap companies

- Can invest for five years or more to expect gains that comfortably beat the inflation rate as well as returns of fixed income options, but should be prepared for ups and downs in investment value along the way

- Prefer investing in big companies as such funds tend to fall less when stock prices fall compared to those that invest in smaller companies, making them more suited to conservative equity investors

Investment considerations:

- Minimum lumpsum investment: ₹5,000 and minimum SIP investment: ₹1,000

- Recommended to invest only through the SIP route and avoid investing if you need to redeem your investment in less than five years

- Risk level: Very High

FAQs

What is today's NAV of LIC MF Large Cap Fund?

The latest NAV is ₹63.213 as on 01 Aug 2025. NAV is updated daily based on market closing prices.

What is the AUM of LIC MF Large Cap Fund?

The Assets Under Management (AUM) is Rs 1,505.32 crores as of August 2025.

What is the expense ratio of LIC MF Large Cap Fund?

The expense ratio is 1.39%, which covers fund management and operational expenses.

What are the returns of LIC MF Large Cap Fund since inception?

The fund has delivered 368.84% returns since scheme launch with consistent long-term performance.

What is the minimum SIP amount to invest in LIC MF Large Cap Fund?

The minimum SIP investment amount is ₹1,000.

How do I invest in LIC MF Large Cap Fund?

You can invest through Allvest platform online, directly from LIC MF website, or through authorized distributors. Complete KYC verification and choose between SIP or lumpsum investment options.

How to start a SIP in LIC MF Large Cap Fund?

Register with Allvest, complete your KYC, select LIC MF Large Cap Fund, choose SIP amount (minimum ₹1,000), set frequency, and provide bank mandate for automatic deductions.

How do I automate an SIP in LIC MF Large Cap Fund?

Set up auto-debit mandate with Allvest platform. Provide bank account details and authorize automatic monthly deductions for seamless SIP investments.

How can I withdraw/redeem my investment in LIC MF Large Cap Fund?

Submit redemption request through Allvest platform or LIC MF website. Note that 1% exit load applies on remaining units if redeemed within 3 months from allotment date. Redemption proceeds are typically credited within 3-4 business days.