LIC MF Equity Savings Fund Direct Growth
Scheme code: INF397L01AZ5
NAV value:
₹ 30.6249
NAV date: 19 March, 2026
TER: 1.34%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -9.43 | 35.23 | 7.54 | 8.45 | 8.62 |
| 3 year | -0.72 | 14.01 | 8.60 | 7.99 | 10.96 |
| 5 year | 1.78 | 13.40 | 7.54 | 7.83 | 10.67 |
| 7 year | 4.41 | 10.09 | 7.78 | 7.72 | 9.71 |
| 10 year | 6.77 | 8.61 | 8.08 | 7.94 | 9.24 |
| 12 year | 7.56 | 8.90 | 8.28 | 8.28 | 9.62 |
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: ₹12,43,481 - Absolute Returns: ₹43,481 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,39,415 - Absolute Returns: ₹4,39,415 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,34,948 - Absolute Returns: ₹13,34,948 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,12,16,911 - Absolute Returns: ₹28,16,911 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,85,21,502 - Absolute Returns: ₹65,21,502 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,46,73,786 - Absolute Returns: ₹1,02,73,786 - CAGR: %Drawdown Metrics
Max Drawdown
-18.54 %
Drawdown Duration
1 months
Recovery Time
8 months
Avg Drawdown
-1.39 %
Calmar Ratio by Duration
1
Y
0.4557
3
Y
0.4309
5
Y
0.4222
7
Y
0.4163
10
Y
0.4282
12
Y
0.4465