LIC MF Large Cap Fund Direct Growth

Scheme code: INF767K01EJ7 NAV value: ₹ 61.2455 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.85	43.22	22.08	23.94
3 year	6.12	26.06	14.57	17.2
5 year	2.29	22.27	12.96	13.9
7 year	7.41	15.63	12.41	13.25
10 year	9.32	15.15	12.98	14.33
12 year	12.44	13.93	13.29	14.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	22.08
3 year	6.28	33.32	15.79	14.57
5 year	3.54	26.02	13.5	12.96
7 year	3.33	15.62	11.71	12.41
10 year	3.49	17.22	10.6	12.98
12 year	3.07	16.17	10.84	13.29
15 year	6.95	15.66	10.88

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-12.49	82.26	31.04	22.08
3 year	8.15	28.1	17.95	14.57
5 year	3.67	42.35	13.68	12.96
7 year	-2.14	19.44	12.59	12.41
10 year	3.39	23	13.41	12.98
12 year	1.81	21.18	13.31	13.29
15 year	7.36	20.78	13.11

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	22.08
3 year	9.08	58.7	29.31	14.57
5 year	3.67	48	18.04	12.96
7 year	3.8	31.03	14.14	12.41
10 year	3.8	28.93	12.39	12.98
12 year	3.63	26.65	12.59	13.29
15 year	7.01	32.26	12.89

Rolling return for 1 year

- Average return: 22.08% - Median return: 25.07% - Average standard deviation: 4.52

Rolling return for 3 year

- Average return: 14.57% - Median return: 14% - Average standard deviation: 1.71

Rolling return for 5 year

- Average return: 12.96% - Median return: 13.22% - Average standard deviation: 0.93

Rolling return for 7 year

- Average return: 12.41% - Median return: 12.62% - Average standard deviation: 0.67

Rolling return for 10 year

- Average return: 12.98% - Median return: 13.29% - Average standard deviation: 0.44

Rolling return for 12 year

- Average return: 13.29% - Median return: 13.27% - Average standard deviation: 0.43

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	12,93,852	93,852	7.83
3 year	36,00,000	43,98,898	7,98,898	6.91
5 year	60,00,000	85,05,492	25,05,492	7.23
7 year	84,00,000	1,32,39,816	48,39,816	6.72
10 year	1,20,00,000	2,35,00,513	1,15,00,513	6.95
12 year	1,44,00,000	3,20,02,816	1,76,02,816	6.88

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	7.83
3 year	7.3	6.91
5 year	7.48	7.23
7 year	6.39	6.72
10 year	5.95	6.95
12 year	6.11	6.88

NIFTY NEXT 50

Duration	Average return (%)	Fund's return (%)
1 year	7.5	7.83
3 year	9.49	6.91
5 year	8.66	7.23
7 year	7.16	6.72
10 year	7.67	6.95
12 year	7.67	6.88

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	7.83
3 year	20.64	6.91
5 year	13	7.23
7 year	9.48	6.72
10 year	7.99	6.95
12 year	8.12	6.88

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,93,852 - Absolute Returns: ₹93,852 - CAGR: 7.83%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,98,898 - Absolute Returns: ₹7,98,898 - CAGR: 6.91%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,05,492 - Absolute Returns: ₹25,05,492 - CAGR: 7.23%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,32,39,816 - Absolute Returns: ₹48,39,816 - CAGR: 6.72%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,35,00,513 - Absolute Returns: ₹1,15,00,513 - CAGR: 6.95%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,20,02,816 - Absolute Returns: ₹1,76,02,816 - CAGR: 6.88%