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MF_150659

LIC MF Multi Cap Fund-Direct Plan-Growth

Equity Scheme - Multi Cap Fund

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End Amount
₹18,668.37
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.91%
MF_150659 Return
Benchmark CAGR
7.46%
Nifty 50
Inflation Adj. CAGR
12.28%
Real Annualized Return
Alpha
0.11
Excess Return vs Benchmark
Beta
1.06
Volatility vs Benchmark
Sharpe Ratio
0.72
Risk-Adjusted Return
Sortino Ratio
1.13
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 65% 38% 20%
60 days 74% 25% 13%
90 days 78% 22% 13%
180 days 75% 19% 7%
1Yr 84% 13% 4%
3Yr 100% 10% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF Multi Cap Fund-Direct Plan-Growth Nifty 50
30 days -20.0% | -64.4% | 22.3% | 197.9% 26.6% | -53.4% | 9.4% | 144.1%
60 days -35.8% | -48.0% | 22.0% | 144.1% -23.0% | -41.1% | 7.5% | 87.5%
90 days -19.2% | -41.8% | 19.0% | 121.9% -25.0% | -30.8% | 10.2% | 59.6%
1 Year 1.0% | -0.8% | 14.7% | 53.1% -10.0% | -8.3% | 9.4% | 31.1%
3 Years 17.1% | 16.5% | 20.4% | 23.0% 7.7% | 6.0% | 10.6% | 14.8%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 14, 2022 May 9, 2023 146 days 7% Nifty 50: 9% 10175 9423 10212
Sept. 11, 2023 Nov. 14, 2023 64 days 5% Nifty 50: 6% 12117 11495 12202
March 4, 2024 April 2, 2024 29 days 6% Nifty 50: 3% 13883 13037 13958
Oct. 1, 2024 Dec. 14, 2024 74 days 9% Nifty 50: 9% 18261 16676 18263
Dec. 16, 2024 Oct. 17, 2025 305 days 19% Nifty 50: 10% 18263 14735 18263
Nov. 3, 2025 June 13, 2026 222 days 15% Nifty 50: 13% 18589 15829 18712
Aug. 31, 2026 Oct. 30, 2026 60 days 9% Nifty 50: 8% 20081 18209 18668