LIC MF Banking and PSU Fund Direct Growth

Scheme code: INF767K01GI4 NAV value: ₹ 37.0194 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Banking and PSU Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.099.407.917.82
3 year4.217.035.465.88
5 year5.978.907.257.44
7 year6.678.747.487.6
10 year7.087.467.257.59
12 year7.347.537.417.69

Rolling return for 1 year

- Average return: 7.91% - Median return: 7.88% - Average standard deviation: 0.51

Rolling return for 3 year

- Average return: 5.46% - Median return: 5.38% - Average standard deviation: 0.18

Rolling return for 5 year

- Average return: 7.25% - Median return: 6.97% - Average standard deviation: 0.1

Rolling return for 7 year

- Average return: 7.48% - Median return: 7.21% - Average standard deviation: 0.07

Rolling return for 10 year

- Average return: 7.25% - Median return: 7.23% - Average standard deviation: 0.05

Rolling return for 12 year

- Average return: 7.41% - Median return: 7.41% - Average standard deviation: 0.05

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 (%)
1 year12,00,00012,44,43044,4303.71
3 year36,00,00038,98,3652,98,3652.69
5 year60,00,00070,93,22910,93,2293.41
7 year84,00,0001,07,87,20723,87,2073.64
10 year1,20,00,0001,69,56,75949,56,7593.52
12 year1,44,00,0002,22,56,26078,56,2603.70

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,44,430 - Absolute Returns: ₹44,430 - CAGR: 3.71%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,98,365 - Absolute Returns: ₹2,98,365 - CAGR: 2.69%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,93,229 - Absolute Returns: ₹10,93,229 - CAGR: 3.41%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,87,207 - Absolute Returns: ₹23,87,207 - CAGR: 3.64%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,69,56,759 - Absolute Returns: ₹49,56,759 - CAGR: 3.52%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,22,56,260 - Absolute Returns: ₹78,56,260 - CAGR: 3.7%