LIC MF Large Cap Fund
Direct · Growth ₹58.52
19 Oct 2026
NAV
12.7%
3Y CAGR
12.7%
5Y CAGR
12.5%
10Y CAGR
12.7%
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.
5.08
Sharpe
-33.1%
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.
1.14%
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 | ₹12.67 L | 14.4% | -46.5% | 77.8% |
| 3 Years | ₹36.00 L | ₹42.75 L | 12.1% | -13.2% | 32.1% |
| 5 Years | ₹60.00 L | ₹81.96 L | 12.4% | -3.7% | 21.9% |
| 7 Years | ₹84.00 L | ₹1.33 Cr | 12.7% | 1.4% | 18.5% |
| 10 Years | ₹1.20 Cr | ₹2.33 Cr | 12.7% | 9.1% | 16.0% |
| 12 Years | ₹1.44 Cr | ₹3.19 Cr | 12.2% | 9.5% | 14.5% |
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 | 14.4% | 14.3% | 7.8% | +0.2% |
| 3 Years | 12.1% | 11.0% | 14.0% | +1.1% |
| 5 Years | 12.4% | 10.4% | 14.4% | +2.1% |
| 7 Years | 12.7% | 10.6% | 14.0% | +2.2% |
| 10 Years | 12.7% | 11.4% | 14.3% | +1.3% |
| 12 Years | 12.2% | 11.3% | 13.8% | +0.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.9% | 10.7% | -20.5% | 69.0% | 0.46 | 1.29 | 79% | — | — |
| 3 Years | 12.7% | 12.9% | -1.3% | 24.6% | 1.41 | 7.17 | 100% | — | — |
| 5 Years | 12.7% | 13.0% | 0.2% | 21.7% | 1.70 | 10.19 | 100% | — | — |
| 10 Years | 12.5% | 12.7% | 9.3% | 14.8% | 5.08 | — | 100% | — | — |
-33.1%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
0.42
1Y
0.38
3Y
0.38
5Y
0.38
7Y
0.38
10Y
0.39
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.39 | 1.01 | 101.0% | 99.4% | -8.4% | -9.5% |
| 3 Years | +1.73 | 1.00 | 100.9% | 98.6% | 7.2% | 5.5% |
| 5 Years | +0.00 | 0.98 | 97.5% | 97.4% | 4.7% | 4.6% |
| 7 Years | +0.31 | 0.91 | 94.3% | 93.8% | 10.5% | 10.6% |
| 10 Years | +0.21 | 0.92 | 94.3% | 93.8% | 10.4% | 10.5% |
| 12 Years | +1.10 | 0.92 | 94.5% | 93.0% | 10.4% | 9.6% |
| 15 Years | +1.19 | 0.91 | 93.4% | 91.5% | 10.3% | 9.4% |