LIC MF Healthcare Fund Direct Growth

Scheme code: INF397L01LK4 NAV value: ₹ 30.1117 NAV date: 19 March, 2026 TER: 0.64%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-16.32	75.21	18.56	22.85	13.63
3 year	7.37	24.20	17.77	16.94	18.78
5 year	12.01	27.18	20.29	19.90	15.46
7 year	17.27	17.83	17.66	17.60	13.55

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	22.85
3 year	6.28	30.95	15.04	16.94
5 year	8.38	26.02	14.22	19.9
7 year	10.18	15.62	12.93	17.6
10 year	11.42	12.93	12.18
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	22.85
3 year	6.56	19.64	13.57	16.94
5 year	9.22	12.29	10.75	19.9

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	22.85
3 year	7.68	21.49	15.06	16.94
5 year	10.37	13.5	11.93	19.9

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	22.85
3 year	8.04	32.03	17.81	16.94
5 year	8.18	28.64	15.34	19.9
7 year	10.64	16.42	13.77	17.6
10 year	12.56	14.06	13.31

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: ₹13,17,442 - Absolute Returns: ₹1,17,442 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,14,529 - Absolute Returns: ₹10,14,529 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,43,919 - Absolute Returns: ₹35,43,919 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,45,46,215 - Absolute Returns: ₹61,46,215 - CAGR: %

Drawdown Metrics

Max Drawdown

-22.23 %

Drawdown Duration

18 months

Recovery Time

8 months

Avg Drawdown

-5.57 %

Calmar Ratio by Duration

1 Y

1.0278

3 Y

0.7619

5 Y

0.8951

7 Y

0.7916

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.18	0.70	75.7	72.8	4.57 %	4.00 %
3 years	13.41	0.62	75.7	55.1	22.88 %	11.28 %
5 years	4.71	0.59	64.3	55.0	12.95 %	9.44 %
7 years	8.52	0.53	59.2	47.2	17.27 %	10.74 %
10 years	4.66	0.53	58.9	47.2	11.78 %	7.68 %
12 years	3.30	0.53	58.9	47.2	9.73 %	6.36 %
15 years	1.97	0.53	58.9	47.2	7.71 %	5.06 %