LIC MF Mid Cap Fund
Direct · Growth ₹34.48
20 Jul 2026
NAV
16.4%
3Y CAGR
16.9%
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.
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 | ₹12.48 L | 16.5% | -55.0% | 103.5% |
| 3 Years | ₹36.00 L | ₹47.13 L | 18.2% | -25.4% | 41.0% |
| 5 Years | ₹60.00 L | ₹92.96 L | 19.0% | 8.8% | 32.1% |
| 7 Years | ₹84.00 L | ₹1.66 Cr | 19.9% | 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 | 16.5% | 22.1% | 21.6% | -5.6% |
| 3 Years | 18.2% | 17.4% | 20.0% | +0.8% |
| 5 Years | 19.0% | 16.5% | 19.4% | +2.5% |
| 7 Years | 19.9% | 16.7% | 19.3% | +3.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.6% | 8.6% | -33.3% | 104.0% | 0.37 | 1.03 | 69% | — | — |
| 3 Years | 16.4% | 19.4% | -10.2% | 31.3% | 1.14 | 2.98 | 90% | — | — |
| 5 Years | 16.9% | 16.5% | 6.2% | 31.5% | 1.55 | — | 100% | — | — |
-42.8%
Max Drawdown
27 mo
Drawdown Duration
8 mo
Recovery Time
-8.6%
Avg Drawdown
Calmar Ratio by Duration
0.36
1Y
0.38
3Y
0.39
5Y
0.36
7Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.45 | 0.96 | 93.0% | 94.3% | 3.6% | 5.0% |
| 3 Years | +0.45 | 0.93 | 93.0% | 92.0% | 18.4% | 18.7% |
| 5 Years | -2.39 | 0.95 | 93.5% | 95.2% | 14.6% | 17.5% |
| 7 Years | -2.20 | 0.95 | 92.9% | 94.1% | 18.6% | 21.5% |
| 10 Years | -2.13 | 0.93 | 89.4% | 90.5% | 13.1% | 15.9% |
| 12 Years | -1.81 | 0.93 | 89.4% | 90.5% | 10.8% | 13.1% |
| 15 Years | -1.51 | 0.93 | 89.4% | 90.5% | 8.6% | 10.4% |
63
Total Holdings
22.8%
Top 10 Weight
29
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | The Federal Bank Ltd. | 2.91% |
| 2 | Garware Hi-Tech Films Ltd. | 2.67% |
| 3 | UNO Minda Ltd. | 2.58% |
| 4 | Dee Development Engineers Ltd. | 2.51% |
| 5 | Nippon Life India Asset Management Ltd. | 2.17% |
| 6 | Shakti Pumps (India) Ltd. | 2.12% |
| 7 | SRF Ltd. | 2.03% |
| 8 | Bharat Electronics Ltd. | 1.99% |
| 9 | Trent Ltd. | 1.92% |
| 10 | KEI Industries Ltd. | 1.88% |