LIC MF Healthcare Fund
Direct · Growth ₹36.79
04 Aug 2026
NAV
17.5%
3Y CAGR
18.7%
5Y CAGR
18.8%
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.
2.49
Sharpe
-22.2%
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 | ₹13.00 L | 22.6% | -29.6% | 90.5% |
| 3 Years | ₹36.00 L | ₹45.69 L | 16.5% | -3.5% | 36.0% |
| 5 Years | ₹60.00 L | ₹93.05 L | 18.8% | 11.1% | 25.9% |
| 7 Years | ₹84.00 L | ₹1.49 Cr | 16.4% | 13.9% | 18.4% |
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 | 22.6% | 14.5% | 13.9% | +8.2% |
| 3 Years | 16.5% | 11.2% | 16.8% | +5.3% |
| 5 Years | 18.8% | 10.4% | 16.9% | +8.3% |
| 7 Years | 16.4% | 10.6% | 16.6% | +5.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.0% | 16.7% | -16.3% | 75.2% | 0.67 | 2.23 | 79% | — | — |
| 3 Years | 17.5% | 18.7% | 7.4% | 27.1% | 2.27 | — | 100% | — | — |
| 5 Years | 18.7% | 18.9% | 11.5% | 27.2% | 2.49 | — | 100% | — | — |
-22.2%
Max Drawdown
18 mo
Drawdown Duration
8 mo
Recovery Time
-5.4%
Avg Drawdown
Calmar Ratio by Duration
0.99
1Y
0.79
3Y
0.84
5Y
0.85
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +11.08 | 0.56 | 65.7% | 48.0% | 14.1% | 0.2% |
| 3 Years | +14.15 | 0.60 | 73.4% | 52.5% | 21.9% | 8.5% |
| 5 Years | +4.50 | 0.59 | 63.3% | 54.4% | 12.5% | 9.0% |
| 7 Years | +11.36 | 0.53 | 60.3% | 45.8% | 21.0% | 12.5% |
| 10 Years | +6.47 | 0.52 | 58.8% | 45.2% | 13.9% | 8.3% |
| 12 Years | +4.77 | 0.52 | 58.8% | 45.2% | 11.5% | 6.9% |
| 15 Years | +3.12 | 0.52 | 58.8% | 45.2% | 9.1% | 5.5% |
22
Total Holdings
61.0%
Top 10 Weight
3
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sun Pharmaceutical Industries Ltd. | 10.55% |
| 2 | Divi's Laboratories Ltd. | 7.17% |
| 3 | Apollo Hospitals Enterprise Ltd. | 6.77% |
| 4 | Torrent Pharmaceuticals Ltd. | 6.55% |
| 5 | Neuland Laboratories Ltd. | 5.74% |
| 6 | Navin Fluorine International Ltd. | 5.58% |
| 7 | Aurobindo Pharma Ltd. | 5.30% |
| 8 | Zydus Lifesciences Ltd. | 5.11% |
| 9 | Fortis Healthcare Ltd. | 4.45% |
| 10 | Gland Pharma Ltd. | 3.79% |