LIC MF Large Cap Fund Direct Growth

Scheme code: INF767K01EJ7 NAV value: ₹ 57.3810 NAV date: 19 March, 2026 TER: 1.12%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-20.47	68.96	11.63	14.74	11.75
3 year	-1.34	24.65	13.12	12.84	15.29
5 year	0.24	21.66	13.36	12.97	14.86
7 year	8.24	15.45	12.84	12.59	13.45
10 year	9.32	14.82	12.93	12.78	13.98
12 year	11.97	15.02	13.70	13.69	14.88

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.74
3 year	6.28	30.95	15.04	12.84
5 year	8.38	26.02	14.22	12.97
7 year	10.18	15.62	12.93	12.59
10 year	11.42	12.93	12.18	12.78
15 year	-5.65	15.88	6.78

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-15.41	24.32	-0.37	14.74
3 year	9.08	26.46	18.8	12.84
5 year	3.67	28.39	14.12	12.97
7 year	8.54	16.39	12.66	12.59
10 year	12.91	14.35	13.63	12.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	14.74
3 year	6.56	19.64	13.57	12.84
5 year	9.22	12.29	10.75	12.97

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: ₹12,75,904 - Absolute Returns: ₹75,904 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,05,255 - Absolute Returns: ₹7,05,255 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹82,41,443 - Absolute Returns: ₹22,41,443 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,33,76,930 - Absolute Returns: ₹49,76,930 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,35,70,838 - Absolute Returns: ₹1,15,70,838 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,24,74,308 - Absolute Returns: ₹1,80,74,308 - CAGR: %

Drawdown Metrics

Max Drawdown

-33.09 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-5.06 %

Calmar Ratio by Duration

1 Y

0.4454

3 Y

0.388

5 Y

0.3919

7 Y

0.3805

10 Y

0.3862

12 Y

0.4137

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.00	0.94	97.8	97.8	4.16 %	4.00 %
3 years	0.46	0.99	99.0	98.2	11.67 %	11.28 %
5 years	0.12	0.97	97.1	96.8	9.47 %	9.44 %
7 years	1.01	0.91	94.0	92.8	11.37 %	10.74 %
10 years	0.42	0.92	94.0	93.3	12.01 %	12.06 %
12 years	0.23	0.92	94.0	93.3	9.93 %	10.00 %
15 years	0.07	0.92	94.0	93.3	7.87 %	7.92 %