LIC MF Mid Cap Fund
Direct · Growth ₹32.62
19 Oct 2026
NAV
16.4%
3Y CAGR
16.7%
5Y CAGR
16.1%
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.
1.55
Sharpe
-42.8%
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.
1.44%
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 | ₹12.50 L | 16.4% | -55.0% | 103.5% |
| 3 Years | ₹36.00 L | ₹46.91 L | 17.9% | -25.4% | 41.0% |
| 5 Years | ₹60.00 L | ₹92.21 L | 18.8% | 8.8% | 32.1% |
| 7 Years | ₹84.00 L | ₹1.65 Cr | 19.7% | 13.8% | 25.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.4% | 21.9% | 16.0% | -5.4% |
| 3 Years | 17.9% | 17.2% | 19.8% | +0.6% |
| 5 Years | 18.8% | 16.5% | 20.4% | +2.3% |
| 7 Years | 19.7% | 16.8% | 19.4% | +2.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.4% | 8.5% | -33.3% | 104.0% | 0.36 | 1.02 | 70% | — | — |
| 3 Years | 16.4% | 19.3% | -10.2% | 31.3% | 1.16 | 3.05 | 91% | — | — |
| 5 Years | 16.7% | 16.0% | 6.2% | 31.5% | 1.55 | — | 100% | — | — |
-42.8%
Max Drawdown
27 mo
Drawdown Duration
8 mo
Recovery Time
-8.5%
Avg Drawdown
Calmar Ratio by Duration
0.36
1Y
0.38
3Y
0.39
5Y
0.37
7Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.68 | 0.98 | 96.5% | 95.4% | 0.1% | -0.8% |
| 3 Years | +1.48 | 0.94 | 94.4% | 92.4% | 13.9% | 12.7% |
| 5 Years | -1.96 | 0.95 | 93.5% | 94.9% | 9.9% | 12.2% |
| 7 Years | -2.50 | 0.96 | 93.2% | 94.5% | 17.7% | 20.8% |
| 10 Years | -1.96 | 0.93 | 89.7% | 90.6% | 12.7% | 15.2% |
| 12 Years | -1.68 | 0.93 | 89.7% | 90.6% | 10.4% | 12.6% |
| 15 Years | -1.41 | 0.93 | 89.7% | 90.6% | 8.3% | 9.9% |