LIC MF Large and Mid Cap Fund Direct Growth

Scheme code: INF767K01NE9 NAV value: ₹ 40.9402 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.1657.3635.2130.46
3 year10.9829.6519.7021.66
5 year5.3728.4916.1116.04
7 year12.6818.8415.7815.02
10 year14.1015.7914.9816.29

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4335.21
3 year 6.2833.3215.5719.7
5 year 0.7426.0212.9116.11
7 year 3.3315.6211.6415.78
10 year 3.4917.2210.6514.98
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.935.21
3 year 6.5632.1215.6619.7
5 year 126.212.7516.11
7 year 3.815.4211.8415.78
10 year 3.81811.0914.98
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6735.21
3 year 7.6833.371719.7
5 year 0.7127.6313.1516.11
7 year 3.7616.0112.0415.78
10 year 3.5616.9410.9414.98
12 year 3.3116.5410.99
15 year 6.5616.4210.95

Rolling return for 1 year

- Average return: 35.21% - Median return: 38.91% - Average standard deviation: 5.83

Rolling return for 3 year

- Average return: 19.7% - Median return: 19.77% - Average standard deviation: 1.83

Rolling return for 5 year

- Average return: 16.11% - Median return: 16.52% - Average standard deviation: 1.02

Rolling return for 7 year

- Average return: 15.78% - Median return: 15.77% - Average standard deviation: 0.69

Rolling return for 10 year

- Average return: 14.98% - Median return: 14.95% - Average standard deviation: 0.6

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 year12,00,00013,50,1081,50,10812.51
3 year36,00,00047,68,44411,68,4449.82
5 year60,00,00092,68,68232,68,6829.09
7 year84,00,0001,55,05,12471,05,1249.15
10 year1,20,00,0002,84,08,3141,64,08,3149.00

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.8312.51
3 year 7.359.82
5 year 7.289.09
7 year 6.369.15
10 year 5.939
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.7912.51
3 year 7.519.82
5 year 7.259.09
7 year 6.389.15
10 year 6.159
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.2612.51
3 year 8.259.82
5 year 7.649.09
7 year 6.589.15
10 year 6.219

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,50,108 - Absolute Returns: ₹1,50,108 - CAGR: 12.51%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,68,444 - Absolute Returns: ₹11,68,444 - CAGR: 9.82%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹92,68,682 - Absolute Returns: ₹32,68,682 - CAGR: 9.09%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,55,05,124 - Absolute Returns: ₹71,05,124 - CAGR: 9.15%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,84,08,314 - Absolute Returns: ₹1,64,08,314 - CAGR: 9%