LIC MF BSE Sensex Index Fund Direct Growth

Scheme code: INF767K01FJ4 NAV value: ₹ 161.2087 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.77	34.36	16.71	19.29
3 year	8.06	33.05	16.00	16.92
5 year	1.82	25.36	13.91	14.48
7 year	4.49	16.52	12.51	12.67
10 year	10.03	14.51	12.54	13
12 year	12.09	13.21	12.68	13.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	16.71
3 year	6.28	33.32	15.79	16
5 year	3.54	26.02	13.5	13.91
7 year	3.33	15.62	11.71	12.51
10 year	3.49	17.22	10.6	12.54
12 year	3.07	16.17	10.84	12.68
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	16.71
3 year	9.08	58.7	29.31	16
5 year	3.67	48	18.04	13.91
7 year	3.8	31.03	14.14	12.51
10 year	3.8	28.93	12.39	12.54
12 year	3.63	26.65	12.59	12.68
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	16.71
3 year	7.68	33.37	17.09	16
5 year	2.35	27.63	13.51	13.91
7 year	3.76	16.01	12.07	12.51
10 year	3.56	16.94	10.92	12.54
12 year	3.31	16.54	11.01	12.68
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	16.71
3 year	8.04	34.46	18.26	16
5 year	3.37	28.64	14.21	13.91
7 year	3.97	16.42	12.41	12.51
10 year	3.53	17.72	11.22	12.54
12 year	3.1	16.97	11.31	12.68
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 16.71% - Median return: 18.91% - Average standard deviation: 3.94

Rolling return for 3 year

- Average return: 16% - Median return: 15.43% - Average standard deviation: 1.83

Rolling return for 5 year

- Average return: 13.91% - Median return: 14.24% - Average standard deviation: 0.96

Rolling return for 7 year

- Average return: 12.51% - Median return: 12.85% - Average standard deviation: 0.68

Rolling return for 10 year

- Average return: 12.54% - Median return: 12.57% - Average standard deviation: 0.42

Rolling return for 12 year

- Average return: 12.68% - Median return: 12.66% - Average standard deviation: 0.35

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 year	12,00,000	12,69,835	69,835	5.82
3 year	36,00,000	44,70,730	8,70,730	7.49
5 year	60,00,000	86,92,305	26,92,305	7.70
7 year	84,00,000	1,35,21,853	51,21,853	7.04
10 year	1,20,00,000	2,43,25,395	1,23,25,395	7.32
12 year	1,44,00,000	3,22,18,534	1,78,18,534	6.94

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	5.82
3 year	7.3	7.49
5 year	7.48	7.7
7 year	6.39	7.04
10 year	5.95	7.32
12 year	6.11	6.94

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	5.82
3 year	20.64	7.49
5 year	13	7.7
7 year	9.48	7.04
10 year	7.99	7.32
12 year	8.12	6.94

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	5.82
3 year	8.22	7.49
5 year	7.77	7.7
7 year	6.6	7.04
10 year	6.23	7.32
12 year	6.37	6.94

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	5.82
3 year	8.71	7.49
5 year	8.22	7.7
7 year	6.82	7.04
10 year	6.47	7.32
12 year	6.6	6.94

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,69,835 - Absolute Returns: ₹69,835 - CAGR: 5.82%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,70,730 - Absolute Returns: ₹8,70,730 - CAGR: 7.49%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,92,305 - Absolute Returns: ₹26,92,305 - CAGR: 7.7%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,21,853 - Absolute Returns: ₹51,21,853 - CAGR: 7.04%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,43,25,395 - Absolute Returns: ₹1,23,25,395 - CAGR: 7.32%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,22,18,534 - Absolute Returns: ₹1,78,18,534 - CAGR: 6.94%