LIC MF Banking and Financial Services Fund
Direct · Growth ₹23.76
12 Jun 2026
NAV
10.1%
3Y CAGR
10.0%
5Y CAGR
10.4%
10Y CAGR
10.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.65
Sharpe
-44.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.85 L | 13.3% | -65.2% | 109.8% |
| 3 Years | ₹36.00 L | ₹43.12 L | 10.3% | -27.3% | 25.9% |
| 5 Years | ₹60.00 L | ₹81.71 L | 11.0% | -13.7% | 20.4% |
| 7 Years | ₹84.00 L | ₹1.31 Cr | 12.2% | 4.5% | 16.1% |
| 10 Years | ₹1.20 Cr | ₹2.20 Cr | 11.5% | 9.1% | 13.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 13.3% | 14.5% | 13.5% | -1.3% |
| 3 Years | 10.3% | 11.2% | 17.4% | -0.8% |
| 5 Years | 11.0% | 10.4% | 17.1% | +0.6% |
| 7 Years | 12.2% | 10.6% | 16.6% | +1.6% |
| 10 Years | 11.5% | 11.5% | 16.9% | +0.0% |