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MF_133710

LIC MF Large & Mid Cap Fund-Direct Plan-Growth

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹41,868.83
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.04%
MF_133710 Return
Benchmark CAGR
10.06%
Nifty 50
Inflation Adj. CAGR
7.97%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.92
Volatility vs Benchmark
Sharpe Ratio
0.49
Risk-Adjusted Return
Sortino Ratio
0.69
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 56% 29% 25%
60 days 58% 19% 15%
90 days 58% 16% 12%
180 days 62% 11% 8%
1Yr 65% 8% 6%
3Yr 78% 4% 2%
5Yr 89% 3% 1%
7Yr 100% 2% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF Large & Mid Cap Fund-Direct Plan-Growth Nifty 50
30 days -30.9% | -68.0% | 20.6% | 178.9% 26.6% | -62.4% | 13.4% | 175.2%
60 days -48.7% | -54.8% | 19.2% | 123.2% -23.0% | -47.6% | 15.8% | 119.6%
90 days -32.6% | -43.8% | 14.9% | 101.0% -25.0% | -40.2% | 14.2% | 105.4%
1 Year -7.9% | -9.6% | 12.4% | 58.1% -10.0% | -14.4% | 11.7% | 57.5%
3 Years 12.0% | 1.2% | 17.0% | 24.6% 7.7% | 2.1% | 14.1% | 25.0%
5 Years 9.2% | 6.9% | 16.6% | 25.3% 6.4% | 3.6% | 14.5% | 22.3%
7 Years 14.1% | 13.8% | 15.9% | 18.1% 11.2% | 11.0% | 13.9% | 16.0%
10 Years 13.3% | 13.5% | 16.0% | 17.8% 11.7% | 11.2% | 13.0% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 13, 2015 July 31, 2015 109 days 10% Nifty 50: 10% 10401 9322 10475
Aug. 5, 2015 July 28, 2016 358 days 22% Nifty 50: 18% 10799 8408 10806
Oct. 5, 2016 Feb. 4, 2017 122 days 12% Nifty 50: 9% 12124 10702 12200
May 16, 2017 June 8, 2017 23 days 6% Nifty 50: 2% 13817 13010 13849
Aug. 7, 2017 Sept. 12, 2017 36 days 5% Nifty 50: 3% 14456 13719 14551
Sept. 18, 2017 Oct. 12, 2017 24 days 5% Nifty 50: 4% 14613 13836 14671
Jan. 15, 2018 Aug. 21, 2018 218 days 9% Nifty 50: 7% 16095 14586 16123
Aug. 29, 2018 Oct. 26, 2019 423 days 17% Nifty 50: 14% 16483 13710 16496
Feb. 20, 2020 Nov. 14, 2020 268 days 34% Nifty 50: 37% 18065 11936 18261
Jan. 12, 2021 Feb. 6, 2021 25 days 7% Nifty 50: 6% 20617 19193 20637
March 3, 2021 May 18, 2021 76 days 5% Nifty 50: 6% 21529 20375 21643
Oct. 18, 2021 Jan. 13, 2022 87 days 9% Nifty 50: 10% 28113 25684 28215
Jan. 17, 2022 Sept. 13, 2022 239 days 18% Nifty 50: 16% 28333 23369 28432
Sept. 13, 2022 June 29, 2023 289 days 13% Nifty 50: 7% 28432 24749 28458
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 31234 29444 31255
March 4, 2024 April 2, 2024 29 days 5% Nifty 50: 3% 35878 33999 36112
Sept. 27, 2024 Aug. 5, 2026 677 days 19% Nifty 50: 15% 46325 37660 46441
Aug. 31, 2026 Oct. 30, 2026 60 days 13% Nifty 50: 8% 46731 40844 41869