LIC MF Nifty 50 Index Fund Direct Growth

Scheme code: INF767K01FF2 NAV value: ₹ 138.2193 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.89	37.87	18.64	19.29
3 year	8.57	33.26	16.44	16.92
5 year	1.29	26.25	13.53	14.48
7 year	4.07	16.20	12.25	12.67
10 year	10.02	14.72	12.61	13
12 year	12.08	13.32	12.73	13.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	18.64
3 year	6.28	33.32	15.57	16.44
5 year	0.74	26.02	12.91	13.53
7 year	3.33	15.62	11.64	12.25
10 year	3.49	17.22	10.65	12.61
12 year	3.07	16.17	10.8	12.73
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	18.64
3 year	6.56	32.12	15.66	16.44
5 year	1	26.2	12.75	13.53
7 year	3.8	15.42	11.84	12.25
10 year	3.8	18	11.09	12.61
12 year	3.63	16.86	11.19	12.73
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	18.64
3 year	7.68	33.37	17	16.44
5 year	0.71	27.63	13.15	13.53
7 year	3.76	16.01	12.04	12.25
10 year	3.56	16.94	10.94	12.61
12 year	3.31	16.54	10.99	12.73
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	18.64
3 year	8.04	34.46	17.98	16.44
5 year	0.69	28.64	13.53	13.53
7 year	3.97	16.42	12.35	12.25
10 year	3.53	17.72	11.24	12.61
12 year	3.1	16.97	11.25	12.73
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 18.64% - Median return: 22.04% - Average standard deviation: 4.09

Rolling return for 3 year

- Average return: 16.44% - Median return: 15.79% - Average standard deviation: 1.84

Rolling return for 5 year

- Average return: 13.53% - Median return: 13.77% - Average standard deviation: 0.96

Rolling return for 7 year

- Average return: 12.25% - Median return: 12.54% - Average standard deviation: 0.69

Rolling return for 10 year

- Average return: 12.61% - Median return: 12.7% - Average standard deviation: 0.44

Rolling return for 12 year

- Average return: 12.73% - Median return: 12.69% - Average standard deviation: 0.36

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	12,76,154	76,154	6.35
3 year	36,00,000	45,08,260	9,08,260	7.79
5 year	60,00,000	86,70,902	26,70,902	7.64
7 year	84,00,000	1,34,01,316	50,01,316	6.90
10 year	1,20,00,000	2,42,65,401	1,22,65,401	7.30
12 year	1,44,00,000	3,24,74,960	1,80,74,960	7.01

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	6.35
3 year	7.35	7.79
5 year	7.28	7.64
7 year	6.36	6.9
10 year	5.93	7.3
12 year	6.09	7.01

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	6.35
3 year	7.51	7.79
5 year	7.25	7.64
7 year	6.38	6.9
10 year	6.15	7.3
12 year	6.3	7.01

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	6.35
3 year	8.25	7.79
5 year	7.64	7.64
7 year	6.58	6.9
10 year	6.21	7.3
12 year	6.36	7.01

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	6.35
3 year	8.74	7.79
5 year	7.97	7.64
7 year	6.78	6.9
10 year	6.43	7.3
12 year	6.57	7.01

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,154 - Absolute Returns: ₹76,154 - CAGR: 6.35%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,08,260 - Absolute Returns: ₹9,08,260 - CAGR: 7.79%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,70,902 - Absolute Returns: ₹26,70,902 - CAGR: 7.64%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,34,01,316 - Absolute Returns: ₹50,01,316 - CAGR: 6.9%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,42,65,401 - Absolute Returns: ₹1,22,65,401 - CAGR: 7.3%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,24,74,960 - Absolute Returns: ₹1,80,74,960 - CAGR: 7.01%