LIC MF BSE Sensex Index Fund Direct Growth

Scheme code: INF767K01FJ4 NAV value: ₹ 152.7537 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 7.90 34.36 21.50 25.43
3 year 9.29 17.26 13.62 16.19
5 year 13.28 19.80 15.78 17.39
7 year 12.41 16.31 14.46 14.41
10 year 10.79 14.25 12.48 13.12

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 21.5
3 year 7.63 16.87 13.32 13.62
5 year 12.6 19.62 15.37 15.78
7 year 10.81 15.2 13.42 14.46
10 year 9.81 13.99 12.12 12.48
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 21.5
3 year 7.94 17.89 14.14 13.62
5 year 13.28 20.23 15.93 15.78
7 year 10.62 15.28 13.42 14.46
10 year 10.08 14.47 12.61 12.48
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 21.5
3 year 9.26 19.51 15.7 13.62
5 year 14.45 21.69 17.28 15.78
7 year 11.07 15.88 13.98 14.46
10 year 10.64 15.2 13.25 12.48
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 21.5
3 year 9.84 20.48 16.73 13.62
5 year 15.2 22.82 18.38 15.78
7 year 11.31 16.28 14.37 14.46
10 year 11.16 15.89 13.85 12.48

Rolling return for 1 year

Average return: 21.50%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.41 7.9 12.41 7.9 2.26 10.15 01-2024 01-2025
16.51 14.32 22.63 8.62 5.01 15.52 12-2023 12-2024
22.33 20.9 27.41 16.09 4.03 21.68 11-2023 11-2024
26.6 27.78 34.36 20.41 4.95 27.29 10-2023 10-2024
25.2 27.56 32.32 20.7 4.19 26.44 09-2023 09-2024
22.08 25.16 28.11 19.28 3.31 23.66 08-2023 08-2024
22.9 22.03 26.53 18.53 2.85 22.5 07-2023 07-2024
16.62 23.5 28.25 12.31 6.14 20.17 06-2023 06-2024
19.71 20.82 24.99 15.72 3.3 20.31 05-2023 05-2024
23.8 23.94 28.15 19.73 2.98 23.9 04-2023 04-2024
26.38 24 30.09 20.47 3.5 25.24 03-2023 03-2024
21.66 20.44 25.25 16.99 2.95 21.08 02-2023 02-2024

Rolling return for 3 year

Average return: 13.62%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.09 9.54 12.09 9.54 1.28 10.82 01-2022 01-2025
12.8 12.77 14.74 10.86 1.37 12.79 12-2021 12-2024
11.58 10.78 13.1 9.29 1.38 11.19 11-2021 11-2024
11.56 11.92 13.8 9.73 1.44 11.75 10-2021 10-2024
13.33 13.65 15.44 11.58 1.37 13.5 09-2021 09-2024
15.08 13.74 16.94 11.93 1.83 14.42 08-2021 08-2024
16.04 16.46 17.17 15.34 0.66 16.25 07-2021 07-2024
12.65 15.44 16.27 11.84 1.85 14.05 06-2021 06-2024
15.44 14.22 17.11 12.59 1.66 14.84 05-2021 05-2024
15.92 15.41 17.26 14.09 1.14 15.67 04-2021 04-2024
15.06 13.88 16.18 12.78 1.27 14.48 03-2021 03-2024
14.45 12.88 15.57 11.79 1.45 13.67 02-2021 02-2024

Rolling return for 5 year

Average return: 15.78%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.93 14.23 14.93 14.23 0.35 14.58 01-2020 01-2025
15.05 15.41 16.23 14.24 0.71 15.23 12-2019 12-2024
14.86 15.23 15.8 14.3 0.55 15.05 11-2019 11-2024
17.04 16.86 18.44 15.48 1.05 16.96 10-2019 10-2024
18.49 17.91 19.8 16.61 1.15 18.2 09-2019 09-2024
17.44 17.84 18.58 16.71 0.68 17.64 08-2019 08-2024
17.12 16.33 17.8 15.66 0.81 16.73 07-2019 07-2024
14 15.45 16.18 13.28 1.15 14.73 06-2019 06-2024
15.18 14.51 16.17 13.53 0.96 14.85 05-2019 05-2024
14.31 14.68 15.1 13.89 0.45 14.5 04-2019 04-2024
15.68 14.76 16.35 14.09 0.86 15.22 03-2019 03-2024
15.84 15.48 16.51 14.81 0.61 15.66 02-2019 02-2024

Rolling return for 7 year

Average return: 14.46%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.54 12.41 13.54 12.41 0.56 12.97 01-2018 01-2025
14.03 14.14 14.87 13.31 0.55 14.09 12-2017 12-2024
13.76 13.94 14.42 13.28 0.41 13.85 11-2017 11-2024
14.84 14.94 15.82 13.97 0.66 14.89 10-2017 10-2024
15.39 15.65 16.31 14.74 0.56 15.52 09-2017 09-2024
14.8 14.89 15.59 14.11 0.52 14.85 08-2017 08-2024
15 14.77 15.47 14.3 0.42 14.89 07-2017 07-2024
13.61 14.92 15.16 13.37 0.78 14.26 06-2017 06-2024
14.17 14.19 14.88 13.49 0.49 14.18 05-2017 05-2024
14.48 14.6 15.05 14.04 0.36 14.54 04-2017 04-2024
14.65 14.65 15.12 14.18 0.33 14.65 03-2017 03-2024
14.83 14.87 15.3 14.39 0.32 14.85 02-2017 02-2024

Rolling return for 10 year

Average return: 12.48%
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.87 10.79 11.87 10.79 0.54 11.33 01-2015 01-2025
11.88 11.71 12.45 11.14 0.47 11.8 12-2014 12-2024
11.28 11.42 11.73 10.97 0.27 11.35 11-2014 11-2024
12.35 12.24 13.02 11.58 0.51 12.3 10-2014 10-2024
12.4 12.67 13.03 12.05 0.36 12.54 09-2014 09-2024
12.51 12.49 13.06 11.95 0.39 12.5 08-2014 08-2024
12.78 12.55 13.11 12.23 0.32 12.67 07-2014 07-2024
11.89 12.51 12.96 11.45 0.58 12.2 06-2014 06-2024
13.02 12.37 13.5 11.89 0.61 12.7 05-2014 05-2024
13.05 13.14 13.44 12.75 0.25 13.1 04-2014 04-2024
13.66 13.27 13.99 12.94 0.4 13.46 03-2014 03-2024
13.92 13.75 14.25 13.42 0.3 13.84 02-2014 02-2024