LIC MF Small Cap Fund
Direct · Growth ₹34.21
21 Apr 2026
NAV
22.0%
3Y CAGR
22.9%
5Y CAGR
20.6%
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.
2.20
Sharpe
-46.0%
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 | ₹12.51 L | 20.1% | -58.7% | 109.5% |
| 3 Years | ₹36.00 L | ₹51.56 L | 24.2% | -20.4% | 48.1% |
| 5 Years | ₹60.00 L | ₹1.07 Cr | 25.2% | 9.1% | 38.8% |
Fund SIP vs NIFTY SMALLCAP 250
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 20.1% | 4.0% | +16.1% |
| 3 Years | 24.2% | 21.4% | +2.7% |
| 5 Years | 25.2% | 18.8% | +6.4% |