LIC MF BSE Sensex Index Fund Direct Growth

Scheme code: INF767K01FJ4 NAV value: ₹ 148.8470 NAV date: 19 March, 2026 TER: 0.83%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-31.02	92.44	12.39	13.87	9.23
3 year	-3.40	31.24	12.62	12.59	15.72
5 year	-1.20	24.69	13.36	13.11	15.28
7 year	5.21	16.27	13.07	12.65	12.94
10 year	10.05	14.51	12.57	12.60	13.12
12 year	11.34	14.06	12.96	12.93	13.61

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	13.87
3 year	6.28	30.95	15.04	12.59
5 year	8.38	26.02	14.22	13.11
7 year	10.18	15.62	12.93	12.65
10 year	11.42	12.93	12.18	12.6
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	13.87
3 year	6.56	19.64	13.57	12.59
5 year	9.22	12.29	10.75	13.11

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	13.87
3 year	7.68	21.49	15.06	12.59
5 year	10.37	13.5	11.93	13.11

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	13.87
3 year	8.04	32.03	17.81	12.59
5 year	8.18	28.64	15.34	13.11
7 year	10.64	16.42	13.77	12.65
10 year	12.56	14.06	13.31	12.6

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,469 - Absolute Returns: ₹75,469 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,16,723 - Absolute Returns: ₹7,16,723 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,60,168 - Absolute Returns: ₹23,60,168 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,52,830 - Absolute Returns: ₹52,52,830 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,42,68,553 - Absolute Returns: ₹1,22,68,553 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,26,32,856 - Absolute Returns: ₹1,82,32,856 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.53 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.89 %

Calmar Ratio by Duration

1 Y

0.3696

3 Y

0.3355

5 Y

0.3493

7 Y

0.3371

10 Y

0.3358

12 Y

0.3445

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.84	0.98	97.2	99.6	2.21 %	4.00 %
3 years	-1.02	0.99	98.1	99.3	10.19 %	11.28 %
5 years	-0.20	0.99	98.9	99.0	9.22 %	9.44 %
7 years	0.30	1.00	99.4	99.0	11.03 %	10.74 %
10 years	0.42	0.99	99.1	98.6	12.44 %	12.06 %
12 years	0.33	0.99	99.1	98.5	10.31 %	10.00 %
15 years	0.26	0.99	99.1	98.5	8.17 %	7.92 %