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MF_120264

LIC MF Flexi Cap Fund-Direct Plan-Growth

Equity Scheme - Flexi Cap Fund

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End Amount
₹39,539.96
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.45%
MF_120264 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
5.34%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.94
Volatility vs Benchmark
Sharpe Ratio
0.35
Risk-Adjusted Return
Sortino Ratio
0.51
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 49% 24% 23%
60 days 49% 17% 16%
90 days 50% 14% 14%
180 days 48% 9% 10%
1Yr 42% 6% 6%
3Yr 30% 2% 4%
5Yr 8% 1% 3%
7Yr 6% 1% 3%
10Yr 0% 0% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF Flexi Cap Fund-Direct Plan-Growth Nifty 50
30 days -31.9% | -67.5% | 16.5% | 191.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -49.8% | -54.3% | 16.6% | 121.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -28.5% | -46.5% | 14.4% | 93.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.7% | -13.7% | 8.9% | 49.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.1% | 1.3% | 12.0% | 19.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.3% | 2.1% | 11.1% | 18.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 11.1% | 6.6% | 10.6% | 14.5% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 10.2% | 8.3% | 11.2% | 12.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 17 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 Nov. 1, 2013 284 days 16% Nifty 50: 12% 10189 8547 10193
Dec. 27, 2013 March 6, 2014 69 days 7% Nifty 50: 5% 10484 9728 10519
Sept. 12, 2014 Oct. 31, 2014 49 days 6% Nifty 50: 4% 14173 13353 14366
Dec. 4, 2014 Jan. 17, 2015 44 days 7% Nifty 50: 6% 15366 14342 15422
Jan. 27, 2015 Feb. 28, 2015 32 days 6% Nifty 50: 4% 15909 14927 16075
March 3, 2015 May 4, 2017 793 days 28% Nifty 50: 22% 16153 11589 16305
May 16, 2017 July 29, 2017 74 days 6% Nifty 50: 2% 16405 15341 16408
Aug. 1, 2017 Oct. 25, 2017 85 days 6% Nifty 50: 4% 16411 15448 17541
Jan. 24, 2018 Oct. 26, 2019 640 days 17% Nifty 50: 9% 18713 15463 18799
Feb. 12, 2020 Nov. 21, 2020 283 days 34% Nifty 50: 37% 19913 13102 19956
Jan. 11, 2021 Feb. 9, 2021 29 days 7% Nifty 50: 6% 22230 20764 22242
Feb. 15, 2021 May 22, 2021 96 days 5% Nifty 50: 6% 22506 21339 22548
Nov. 9, 2021 Jan. 8, 2022 60 days 8% Nifty 50: 8% 26966 24894 27021
Jan. 13, 2022 May 26, 2023 498 days 19% Nifty 50: 16% 27324 22100 27381
Sept. 11, 2023 Nov. 29, 2023 79 days 6% Nifty 50: 6% 31013 29231 31142
Sept. 27, 2024 Aug. 1, 2026 673 days 23% Nifty 50: 15% 42566 32681 42948
Aug. 31, 2026 Oct. 30, 2026 60 days 13% Nifty 50: 8% 44285 38357 39540