LIC MF Nifty 50 Index Fund Direct Growth

Scheme code: INF767K01FF2 NAV value: ₹ 144.6654 NAV date: 7 May, 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	15.51	18.64
3 year	6.28	33.32	15.79	16.44
5 year	3.54	26.02	13.5	13.53
7 year	3.33	15.62	11.71	12.25
10 year	3.49	17.22	10.6	12.61
12 year	3.07	16.17	10.84	12.73
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	18.64
3 year	9.08	58.7	29.31	16.44
5 year	3.67	48	18.04	13.53
7 year	3.8	31.03	14.14	12.25
10 year	3.8	28.93	12.39	12.61
12 year	3.63	26.65	12.59	12.73
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	18.64
3 year	7.68	33.37	17.09	16.44
5 year	2.35	27.63	13.51	13.53
7 year	3.76	16.01	12.07	12.25
10 year	3.56	16.94	10.92	12.61
12 year	3.31	16.54	11.01	12.73
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	18.64
3 year	8.04	34.46	18.26	16.44
5 year	3.37	28.64	14.21	13.53
7 year	3.97	16.42	12.41	12.25
10 year	3.53	17.72	11.22	12.61
12 year	3.1	16.97	11.31	12.73
15 year	6.68	16.96	11.22

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	4.9	6.35
3 year	7.3	7.79
5 year	7.48	7.64
7 year	6.39	6.9
10 year	5.95	7.3
12 year	6.11	7.01

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	6.35
3 year	20.64	7.79
5 year	13	7.64
7 year	9.48	6.9
10 year	7.99	7.3
12 year	8.12	7.01

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	6.35
3 year	8.22	7.79
5 year	7.77	7.64
7 year	6.6	6.9
10 year	6.23	7.3
12 year	6.37	7.01

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	6.35
3 year	8.71	7.79
5 year	8.22	7.64
7 year	6.82	6.9
10 year	6.47	7.3
12 year	6.6	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%