LIC MF Nifty 50 Index Fund Direct Growth

Scheme code: INF767K01FF2 NAV value: ₹ 137.1180 NAV date: 19 March, 2026 TER: 0.64%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-32.69	94.18	11.97	14.19	9.23
3 year	-5.16	31.54	13.00	12.72	15.72
5 year	-1.80	25.61	13.09	13.01	15.28
7 year	4.81	15.94	12.82	12.46	12.94
10 year	10.04	14.68	12.71	12.69	13.12
12 year	11.78	14.41	13.22	13.16	13.61

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.19
3 year	6.28	30.95	15.04	12.72
5 year	8.38	26.02	14.22	13.01
7 year	10.18	15.62	12.93	12.46
10 year	11.42	12.93	12.18	12.69
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	14.19
3 year	6.56	19.64	13.57	12.72
5 year	9.22	12.29	10.75	13.01

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.19
3 year	7.68	21.49	15.06	12.72
5 year	10.37	13.5	11.93	13.01

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.19
3 year	8.04	32.03	17.81	12.72
5 year	8.18	28.64	15.34	13.01
7 year	10.64	16.42	13.77	12.46
10 year	12.56	14.06	13.31	12.69

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: ₹12,75,010 - Absolute Returns: ₹75,010 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,27,089 - Absolute Returns: ₹7,27,089 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,59,087 - Absolute Returns: ₹23,59,087 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,25,893 - Absolute Returns: ₹52,25,893 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,43,58,127 - Absolute Returns: ₹1,23,58,127 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,30,94,503 - Absolute Returns: ₹1,86,94,503 - CAGR: %

Drawdown Metrics

Max Drawdown

-38.11 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.90 %

Calmar Ratio by Duration

1 Y

0.3723

3 Y

0.3337

5 Y

0.3413

7 Y

0.3269

10 Y

0.3329

12 Y

0.3453

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.60	1.00	100.1	99.3	4.60 %	4.00 %
3 years	0.85	1.00	100.2	99.1	12.11 %	11.28 %
5 years	0.87	1.00	100.2	99.2	10.30 %	9.44 %
7 years	0.82	0.99	100.0	99.2	11.53 %	10.74 %
10 years	0.66	0.99	99.9	99.2	12.68 %	12.06 %
12 years	0.53	0.99	99.9	99.2	10.51 %	10.00 %
15 years	0.41	0.99	99.9	99.2	8.32 %	7.92 %