Mid Cap NAV 212.33 09 September, 2022
L&T Mid Cap Fund-Regular Plan-Growth was previously known as

L&T Midcap Fund (G)

L&T Midcap Fund Growth  is ideal for the investors who have an appetite for tolerating high risk and aims at generating the capital by investing in the mid-cap stocks. The fund's portfolio even constitutes a small investment in debt and money market securities. An open-ended equity scheme, L&T Midcap Fund G invests in the companies which have the market capitalization falling between the highest and the lowest companies of the Nifty Free Float Midcap 100 Index.

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 09 August, 2004
Benchmark S&P BSE Midcap 150 TRI
Asset Size(Cr) 6674.02 (As on 31-08-2022)
Turn over 23.43%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.86% (As on 31-08-2022)
Fund Manager Venugopal Manghat, Vihang Naik

Investment Returns (As on 09 Sep, 2022)

Duration Returns Benchmark Category
1 W 1.78% 1.38% 2.23%
1 M 3.68% 4.96% 5.62%
3 M 11.68% 14.89% 15.3%
6 M 10.99% 16.87% 14.36%
1 Y 2.46% 8.47% 8.07%
2 Y 27.21% 38.36% 37.03%
3 Y 21.01% 30.28% 27.23%
5 Y 9.3% 14.6% 13.66%

Risk Mesasures (As on 09 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund 15.42 0.79 -4.97 0.88
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 4.48%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
L&T Mid Cap Fund-Regular Plan-Growth 2.46% 21.01% 9.3%
Kotak Emerging Equity Scheme - Growth 11.27% 29.5% 15.85%
HDFC Mid-Cap Opportunities Fund - Growth Plan 12.26% 26.49% 13.54%
Axis Midcap Fund - Regular Plan - Growth 2.54% 25.47% 17.49%
DSP Midcap Fund - Regular Plan - Growth -1.67% 21.01% 11.4%

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L&T Midcap Fund: Balancing Financial Growth & Stability

The investment objective of L&T Midcap Fund is generating an appreciation of capital by investing predominantly in the midcap stocks. L&T Midcap Fund G, which is among the most prominent  L&T MF plans  is recommended to be added in the portfolio of every investor to avail the maximum benefits that it offers. It invests primarily in the companies whose market capitalisation falls between the highest and the lowest constituent of the CNX Midcap Index. L&T Midcap Fund Growth further aims to identify the entities having strong growth prospects. Such companies are among the potential wealth creators having the capacity to turn out into future large-cap companies. Mid-cap companies are considered attractive due to the presence of new businesses and growth opportunities in the sunrise sectors. The benchmark index of this programme is NIFTY Free Float Midcap 100 against which its performance is measured.

L&T Midcap Fund G: Investment Details

Launched in 2004, L&T Mid Cap Fund Growth is aimed at providing capital appreciation by investing in the stocks and shares of highly-efficient companies. Investors have the option to invest in this scheme either via SIP or by making lumpsum payment. The online mutual funds investment can also be opted by the investor to park money in this plan. Here we have provided a synopsis of this plan to help you gain understanding about its features and other parameters.

There are several benefits which are offered by L&T Midcap Fund which include the following:

  1. L&T Midcap Fund involves participation in the early stage of business and thus exhibits higher growth rate as compared to large-cap stocks.
  2. The stocks of the companies prior to investing are evaluated on the basis of management quality, corporate governance, ability to implement business plans, stakeholders interests and so on.
  3. L&T Midcap Fund Growth endeavors to manage the liquidity at the portfolio level.
  4. The valuation of the fund is the basis of the sensitivity involved in paying the prices while acquiring the high-growth stocks.
  5. It looks to invest in the companies where there is the possibility of balancing the valuation gap.

The investors who are seeking long-term capital growth and want to invest in the mid-cap equity and related instruments; they must put their funds in L&T Midcap plan. The performance and portfolio concentration of this strategy are presented hereunder.

L&T MidCap Fund Nav: Portfolio Review

The asset size of L&T Midcap Fund that amounts to Rs.511 crore as on December 31, 2017, and the average market capitalisation amounting to Rs. 5,982.30 crore, show the market possession held by this strategy as of now. The total assets have been bifurcated into equities and cash or call instruments in the ratio of 88.79 and 11.19 respectively. Being a growth plan, this scheme offers a tremendous opportunity for enhancing the capital worth by diversifying the money into various sectors.

The sectoral graph depicts that majority of the funds have been invested in the financial, construction, chemicals, FMCG, engineering and metal industries. The top holdings include the most efficient corporate houses involving Shree Cement, Aarti Industries, Ratnamani Metals and Tubes, Triveni Engineering, Federal Bank, and Indian Hume Pipe Co.

Performance Analysis of L&T Midcap Fund

Categorised under the Equity- Mid Cap Fund , L&T Midcap Fund ranked ‘Second’ as per the rating assigned for the quarter ended in September 2016 by CRISIL. The absolute return offered by the scheme in the past years are remarkable which reached up to 80.80 percent for the year 2014. You can compute the returns prior to investing using the SIP calculator as well. The annualised returns offered by this plan for three and five-year investments were 32.6 and 26.6 percent respectively.

NAV of L&T MidCap Fund amounts to Rs.103.93 as on January 11, 2017. This remarks the per unit price of the scheme and helps in evaluating the net worth of invested capital by the unitholders. Its returns since inception are 20.72 percent, which denotes an appreciable market performance until now. Accordingly, investing the hard-earned money in this plan can be beneficial for every investor in order to grab the best opportunity in the growing industries and create a huge wealth.

It can be concluded here that the fund has the potential to grow the invested capital of the investors. Our fund analysts have well evaluated this programme and make sure that investing in this plan can help one in achieving the financial goals. Thus we recommend you to invest in the same if you want to earn capital appreciation in the long run. Also have a look on  5 Best Mid Cap Funds to Invest in 2018 .

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Meet Our Clients
Justifying the line “Mutual Funds Sahi Hain”, L&T Midcap Fund has been offering me good returns from the past one year. It has provided me with the returns of 8% in the last one year, and I will stay invested in the fund for the next 10 years. My goal is my son’s marriage, and I hope that I will accomplish my goal by investing in the fund. I chose the fund because the fund house has been offering good returns with the excellent fund management team from past many years.
veer vikram singh
I don’t want to say much about the scheme because the generated annualized returns itself says a lot about the performance of L&T Midcap Fund. The fund has given profits beyond my imagination. For a middle-class men, like me, it is always a tough call to invest in midcaps but the risk-adjusted returns provided by the scheme are phenomenal. Thank you L&T.
Devansh Pune
I feel very thankful that I got introduced with the team of lpl电竞(拉萨)在线下注可靠 . I always thought of beginning the mutual fund investment but the unavailability of a user-friendly online platform restricted me. After I discovered the website, I started my investment journey with L&T Midcap Fund Online (obviously because there is no one better than this scheme) and by far I have not faced a single problem. A highly recommended scheme!
Palash Chennai
In my view, L&T Midcap Fund should change its name to Loyal & Terrific Midcap Fund on the basis of capital appreciation. I received around 20% of annualized returns in a duration of 7 years which was very shocking to me as I didn’t expected such awesome returns. For anyone who has not invested yet, you are losing a big opportunity my friend.
Jagruiti Lucknow
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