LIC MF Conservative Hybrid Fund
Direct · Growth ₹94.56
06 Jul 2026
NAV
7.5%
3Y CAGR
7.4%
5Y CAGR
7.5%
10Y CAGR
7.5%
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.
4.58
Sharpe
-7.9%
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 | ₹12.41 L | 7.7% | -6.4% | 17.3% |
| 3 Years | ₹36.00 L | ₹40.00 L | 7.4% | 2.4% | 11.3% |
| 5 Years | ₹60.00 L | ₹71.43 L | 7.3% | 4.3% | 9.4% |
| 7 Years | ₹84.00 L | ₹1.09 Cr | 7.4% | 5.4% | 8.8% |
| 10 Years | ₹1.20 Cr | ₹1.73 Cr | 7.2% | 6.5% | 8.1% |
| 12 Years | ₹1.44 Cr | ₹2.27 Cr | 7.3% | 6.6% | 7.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.7% | 9.6% |
| 3 Years | 7.4% | 9.2% |
| 5 Years | 7.3% | 8.7% |
| 7 Years | 7.4% | 8.7% |
| 10 Years | 7.2% | 8.8% |
| 12 Years | 7.3% | 8.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.7% | 7.9% | 0.2% | 18.0% | 0.35 | 0.67 | 100% | — | — |
| 3 Years | 7.5% | 7.3% | 4.2% | 10.8% | 0.89 | 4.85 | 100% | — | — |
| 5 Years | 7.4% | 7.4% | 5.5% | 9.0% | 1.55 | 12.63 | 100% | — | — |
| 10 Years | 7.5% | 7.5% | 6.9% | 7.8% | 4.58 | — | 100% | — | — |
-7.9%
Max Drawdown
1 mo
Drawdown Duration
3 mo
Recovery Time
-0.6%
Avg Drawdown
Calmar Ratio by Duration
0.97
1Y
0.95
3Y
0.94
5Y
0.95
7Y
0.94
10Y
0.96
12Y