LIC MF Large and Mid Cap Fund Direct Growth

Scheme code: INF767K01NE9 NAV value: ₹ 41.6949 NAV date: 7 May, 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 year	5.16	57.36	35.21	30.46
3 year	10.98	29.65	19.70	21.66
5 year	5.37	28.49	16.11	16.04
7 year	12.68	18.84	15.78	15.02
10 year	14.10	15.79	14.98	16.29

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	35.21
3 year	6.28	33.32	15.79	19.7
5 year	3.54	26.02	13.5	16.11
7 year	3.33	15.62	11.71	15.78
10 year	3.49	17.22	10.6	14.98
12 year	3.07	16.17	10.84
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	35.21
3 year	9.08	58.7	29.31	19.7
5 year	3.67	48	18.04	16.11
7 year	3.8	31.03	14.14	15.78
10 year	3.8	28.93	12.39	14.98
12 year	3.63	26.65	12.59
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	35.21
3 year	7.68	33.37	17.09	19.7
5 year	2.35	27.63	13.51	16.11
7 year	3.76	16.01	12.07	15.78
10 year	3.56	16.94	10.92	14.98
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-36	24.56	-2.59	35.21
3 year	-7.78	14.62	4.22	19.7

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 year	12,00,000	13,50,108	1,50,108	12.51
3 year	36,00,000	47,68,444	11,68,444	9.82
5 year	60,00,000	92,68,682	32,68,682	9.09
7 year	84,00,000	1,55,05,124	71,05,124	9.15
10 year	1,20,00,000	2,84,08,314	1,64,08,314	9.00

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	12.51
3 year	7.3	9.82
5 year	7.48	9.09
7 year	6.39	9.15
10 year	5.95	9

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	12.51
3 year	20.64	9.82
5 year	13	9.09
7 year	9.48	9.15
10 year	7.99	9

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	12.51
3 year	8.22	9.82
5 year	7.77	9.09
7 year	6.6	9.15
10 year	6.23	9

NIFTY LARGEMIDCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	3.25	12.51
3 year	1.11	9.82

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%