LIC MF Mid Cap Fund Direct Growth

Scheme code: INF397L01JK8 NAV value: ₹ 29.3778 NAV date: 19 March, 2026 TER: 1.44%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-33.33	103.99	9.29	16.09	15.28
3 year	-10.22	31.27	19.34	16.17	21.43
5 year	6.22	31.51	17.55	16.99	18.96
7 year	12.05	17.92	15.38	15.31	16.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.67	29.34	7.42	16.09
3 year	15.3	43.58	27.78	16.17
5 year	7.91	39.21	20.09	16.99
7 year	13.5	21.86	17.81	15.31
10 year	16.87	18.91	17.89

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	28.08	6.29	16.09
3 year	14.23	41.28	26.95	16.17
5 year	6.48	37.55	19	16.99
7 year	12.21	21.09	16.46	15.31
10 year	15.45	17.15	16.3

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	27.36	5.68	16.09
3 year	13.61	40.17	26.17	16.17
5 year	8.66	36.78	20.21	16.99
7 year	13.58	21.55	17.84	15.31
10 year	-2.62	18.41	4.88
12 year	5.38	16.18	11.75
15 year	8.06	15.35	11.83

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.61	26.07	0.25	16.09
3 year	14.52	42.73	29.83	16.17
5 year	12.34	40.38	25.7	16.99
7 year	17.57	27.09	22.54	15.31
10 year	20.31	22.09	21.2

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.9	19.63	1.22	16.09
3 year	4.76	26.92	14.86	16.17
5 year	6.69	25.56	15.33	16.99
7 year	8.9	16.84	13.58	15.31
10 year	12.86	14.33	13.59

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: ₹12,67,369 - Absolute Returns: ₹67,369 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,29,121 - Absolute Returns: ₹11,29,121 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,30,001 - Absolute Returns: ₹35,30,001 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,69,76,940 - Absolute Returns: ₹85,76,940 - CAGR: %

Drawdown Metrics

Max Drawdown

-42.81 %

Drawdown Duration

27 months

Recovery Time

8 months

Avg Drawdown

-8.73 %

Calmar Ratio by Duration

1 Y

0.3758

3 Y

0.3777

5 Y

0.3968

7 Y

0.3576

Benchmark Comparison

vs NIFTY MIDCAP 150

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-7.57	0.96	89.4	96.1	3.99 %	11.76 %
3 years	-0.09	0.93	92.6	92.0	20.16 %	21.26 %
5 years	-2.96	0.94	92.7	95.0	13.63 %	17.22 %
7 years	-2.86	0.95	92.0	93.8	14.52 %	17.96 %
10 years	-2.43	0.93	89.0	90.5	11.37 %	14.38 %
12 years	-2.07	0.93	89.0	90.5	9.39 %	11.85 %
15 years	-1.72	0.93	89.0	90.5	7.44 %	9.37 %