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MF_151952

LIC MF Equity Savings Fund-Direct Plan-Growth

Hybrid Scheme - Equity Savings

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End Amount
₹12,744.71
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.74%
MF_151952 Return
Benchmark CAGR
6.09%
Nifty 50
Inflation Adj. CAGR
3.69%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.46
Volatility vs Benchmark
Sharpe Ratio
0.32
Risk-Adjusted Return
Sortino Ratio
0.50
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 51% 18% 29%
60 days 50% 15% 18%
90 days 48% 13% 14%
180 days 46% 11% 9%
1Yr 61% 5% 6%
3Yr 97% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF Equity Savings Fund-Direct Plan-Growth Nifty 50
30 days -13.1% | -30.7% | 8.0% | 67.4% 26.6% | -57.4% | 9.4% | 148.4%
60 days -16.2% | -18.4% | 8.6% | 46.1% -23.0% | -41.6% | 7.3% | 91.0%
90 days -8.7% | -15.2% | 8.6% | 38.7% -25.0% | -32.8% | 9.4% | 59.7%
1 Year -0.3% | 1.4% | 8.1% | 16.6% -10.0% | -9.1% | 6.7% | 31.0%
3 Years 8.3% | 8.0% | 8.6% | 9.7% 7.7% | 5.5% | 7.2% | 9.5%
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) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 16, 2024 April 16, 2025 121 days 7% Nifty 50: 10% 11908 11018 11922
Oct. 29, 2025 May 7, 2026 190 days 6% Nifty 50: 14% 12807 12080 12819