LIC MF Large and Mid Cap Fund
Direct · Growth ₹44.83
19 Jun 2026
NAV
16.4%
3Y CAGR
16.5%
5Y CAGR
16.2%
10Y CAGR
16.3%
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.
12.93
Sharpe
-33.9%
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 | ₹12.73 L | 17.7% | -46.8% | 77.6% |
| 3 Years | ₹36.00 L | ₹45.98 L | 16.7% | -15.1% | 37.1% |
| 5 Years | ₹60.00 L | ₹90.88 L | 16.9% | -2.3% | 28.5% |
| 7 Years | ₹84.00 L | ₹1.55 Cr | 17.5% | 11.8% | 23.6% |
| 10 Years | ₹1.20 Cr | ₹2.88 Cr | 16.6% | 13.4% | 19.4% |
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 | 17.7% | 14.5% | 16.4% | +3.2% |
| 3 Years | 16.7% | 11.2% | 17.9% | +5.5% |
| 5 Years | 16.9% | 10.5% | 17.4% | +6.4% |
| 7 Years | 17.5% | 10.6% | 16.6% | +6.9% |
| 10 Years | 16.6% | 11.5% | 16.8% | +5.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.3% | 13.1% | -21.8% | 75.5% | 0.56 | 1.95 | 81% | — | — |
| 3 Years | 16.4% | 17.2% | -1.8% | 28.0% | 1.76 | 8.17 | 99% | — | — |
| 5 Years | 16.5% | 16.9% | 4.0% | 28.1% | 2.11 | 61.17 | 100% | — | — |
| 10 Years | 16.2% | 16.3% | 14.1% | 18.2% | 12.93 | — | 100% | — | — |
-33.9%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.5%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.48
3Y
0.49
5Y
0.47
7Y
0.48
10Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.42 | 1.03 | 102.7% | 97.0% | 2.0% | -3.1% |
| 3 Years | +8.25 | 1.02 | 103.9% | 93.3% | 16.9% | 8.6% |
| 5 Years | +5.68 | 0.94 | 94.5% | 87.0% | 14.4% | 8.8% |
| 7 Years | +6.21 | 0.84 | 88.7% | 81.8% | 16.4% | 10.8% |
| 10 Years | +5.73 | 0.85 | 89.6% | 82.6% | 16.3% | 11.3% |
| 12 Years | +4.95 | 0.85 | 88.5% | 81.9% | 13.3% | 8.7% |
| 15 Years | +3.68 | 0.85 | 88.5% | 81.9% | 10.5% | 6.9% |
47
Total Holdings
31.1%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd. | 4.57% |
| 2 | Bharti Airtel Ltd. | 3.86% |
| 3 | Infosys Ltd. | 3.30% |
| 4 | Bajaj Finance Ltd. | 3.09% |
| 5 | Larsen & Toubro Ltd. | 3.08% |
| 6 | Schaeffler India Ltd. | 2.80% |
| 7 | Schneider Electric Infrastructure Ltd. | 2.68% |
| 8 | Apollo Hospitals Enterprise Ltd. | 2.58% |
| 9 | Marico Ltd. | 2.57% |
| 10 | Maruti Suzuki India Ltd. | 2.52% |