LIC MF Medium to Long Duration Fund Direct Growth

Scheme code: INF767K01EW0 NAV value: ₹ 77.2716 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Medium to Long Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.6611.588.988.21
3 year3.477.905.186.5
5 year5.028.566.666.99
7 year5.219.237.007.33
10 year6.657.617.087.54
12 year7.107.347.207.54

Rolling return for 1 year

- Average return: 8.98% - Median return: 8.9% - Average standard deviation: 0.72

Rolling return for 3 year

- Average return: 5.18% - Median return: 5% - Average standard deviation: 0.25

Rolling return for 5 year

- Average return: 6.66% - Median return: 6.48% - Average standard deviation: 0.16

Rolling return for 7 year

- Average return: 7% - Median return: 6.61% - Average standard deviation: 0.12

Rolling return for 10 year

- Average return: 7.08% - Median return: 7.12% - Average standard deviation: 0.09

Rolling return for 12 year

- Average return: 7.2% - Median return: 7.19% - Average standard deviation: 0.06

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 year12,00,00012,51,93451,9344.33
3 year36,00,00038,98,5552,98,5552.69
5 year60,00,00070,21,49910,21,4993.20
7 year84,00,0001,06,12,32922,12,3293.40
10 year1,20,00,0001,66,82,10746,82,1073.35
12 year1,44,00,0002,21,41,09977,41,0993.65

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,51,934 - Absolute Returns: ₹51,934 - CAGR: 4.33%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,98,555 - Absolute Returns: ₹2,98,555 - CAGR: 2.69%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,21,499 - Absolute Returns: ₹10,21,499 - CAGR: 3.2%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,06,12,329 - Absolute Returns: ₹22,12,329 - CAGR: 3.4%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,66,82,107 - Absolute Returns: ₹46,82,107 - CAGR: 3.35%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,21,41,099 - Absolute Returns: ₹77,41,099 - CAGR: 3.65%