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MF_120267

LIC MF Large Cap Fund-Direct Plan-Growth

Equity Scheme - Large Cap Fund

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End Amount
₹43,514.55
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.22%
MF_120267 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
6.07%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.92
Volatility vs Benchmark
Sharpe Ratio
0.40
Risk-Adjusted Return
Sortino Ratio
0.58
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% 15% 18%
60 days 48% 11% 11%
90 days 44% 9% 8%
180 days 40% 7% 5%
1Yr 39% 5% 3%
3Yr 32% 2% 2%
5Yr 20% 1% 1%
7Yr 25% 1% 1%
10Yr 6% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF Large Cap Fund-Direct Plan-Growth Nifty 50
30 days -8.4% | -63.1% | 16.4% | 165.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -31.9% | -49.1% | 17.4% | 113.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -26.2% | -41.1% | 16.3% | 82.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -10.6% | -11.7% | 10.6% | 52.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.0% | 3.3% | 12.9% | 21.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 5.0% | 4.4% | 13.0% | 19.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 9.9% | 9.4% | 12.7% | 14.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 10.2% | 10.0% | 12.7% | 14.2% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 14 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Oct. 11, 2013 269 days 13% Nifty 50: 12% 10145 8810 10227
Sept. 22, 2014 Oct. 31, 2014 39 days 5% Nifty 50: 5% 14133 13390 14259
Dec. 4, 2014 Jan. 16, 2015 43 days 6% Nifty 50: 6% 15349 14386 15400
March 3, 2015 Sept. 2, 2016 549 days 22% Nifty 50: 22% 16588 12959 16628
Sept. 8, 2016 April 1, 2017 205 days 14% Nifty 50: 12% 16982 14636 16995
Jan. 24, 2018 July 10, 2018 167 days 9% Nifty 50: 9% 20096 18317 20197
Aug. 28, 2018 May 25, 2019 270 days 15% Nifty 50: 14% 21126 17949 21243
July 4, 2019 Sept. 21, 2019 79 days 8% Nifty 50: 10% 21700 20064 22041
Feb. 19, 2020 Nov. 14, 2020 269 days 33% Nifty 50: 37% 24100 16125 24278
Jan. 12, 2021 Feb. 3, 2021 22 days 7% Nifty 50: 6% 27411 25518 27482
Feb. 15, 2021 May 29, 2021 103 days 8% Nifty 50: 6% 28550 26394 28739
Oct. 18, 2021 July 1, 2023 621 days 19% Nifty 50: 16% 35002 28297 35004
Sept. 15, 2023 Nov. 30, 2023 76 days 6% Nifty 50: 7% 36443 34126 36531
Sept. 26, 2024 Oct. 30, 2026 764 days 18% Nifty 50: 15% 49406 40395 43515