LIC MF Large and Mid Cap Fund Direct Growth

Scheme code: INF767K01NE9 NAV value: ₹ 40.9617 NAV date: 19 March, 2026 TER: 0.89%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-21.78	75.45	13.84	17.68	14.06
3 year	-1.82	27.98	17.21	16.33	20.95
5 year	3.98	28.08	17.12	16.58	17.1
7 year	13.12	18.84	16.00	16.02	14.28
10 year	14.13	18.19	16.37	16.25	15.52

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.68
3 year	6.28	30.95	15.04	16.33
5 year	8.38	26.02	14.22	16.58
7 year	10.18	15.62	12.93	16.02
10 year	11.42	12.93	12.18	16.25
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	17.68
3 year	6.56	19.64	13.57	16.33
5 year	9.22	12.29	10.75	16.58

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.68
3 year	7.68	21.49	15.06	16.33
5 year	10.37	13.5	11.93	16.58

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	17.68
3 year	10.41	25.89	18.61	16.33
5 year	13.4	16.23	14.81	16.58

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: ₹12,86,651 - Absolute Returns: ₹86,651 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,05,468 - Absolute Returns: ₹10,05,468 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,42,693 - Absolute Returns: ₹31,42,693 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,56,15,767 - Absolute Returns: ₹72,15,767 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,90,29,111 - Absolute Returns: ₹1,70,29,111 - CAGR: %

Drawdown Metrics

Max Drawdown

-33.92 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-5.46 %

Calmar Ratio by Duration

1 Y

0.5212

3 Y

0.4814

5 Y

0.4887

7 Y

0.4722

10 Y

0.479

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.33	1.03	103.0	100.5	5.26 %	4.00 %
3 years	6.96	1.00	101.5	92.0	18.26 %	11.28 %
5 years	5.01	0.92	92.9	86.0	14.22 %	9.44 %
7 years	5.17	0.83	87.3	81.2	15.19 %	10.74 %
10 years	5.39	0.84	88.4	81.8	16.54 %	12.06 %
12 years	4.14	0.84	88.4	81.8	13.57 %	10.00 %
15 years	3.02	0.84	88.4	81.8	10.71 %	7.92 %