LIC MF Banking and PSU Fund Direct Growth

Scheme code: INF767K01GI4 NAV value: ₹ 38.8924 NAV date: 18 March, 2026 TER: 0.28%
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Banking and PSU Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year2.4412.207.787.518.05
3 year4.369.327.807.307.57
5 year5.968.847.347.306.86
7 year6.758.727.247.456.98
10 year7.137.497.277.287.28
12 year7.277.637.457.467.46

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,012 - Absolute Returns: ₹41,012 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,04,193 - Absolute Returns: ₹4,04,193 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,59,782 - Absolute Returns: ₹11,59,782 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,11,051 - Absolute Returns: ₹23,11,051 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,70,16,334 - Absolute Returns: ₹50,16,334 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,24,06,661 - Absolute Returns: ₹80,06,661 - CAGR: %

Drawdown Metrics

Max Drawdown

-2.77 %

Drawdown Duration

1 months

Recovery Time

1 months

Avg Drawdown

-0.05 %

Calmar Ratio by Duration

1 Y

2.7155

3 Y

2.6396

5 Y

2.6396

7 Y

2.6938

10 Y

2.6323

12 Y

2.6974