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MF_152002

LIC MF Mid Cap Fund-Direct Plan-Growth

Equity Scheme - Mid Cap Fund

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End Amount
₹15,099.67
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.51%
MF_152002 Return
Benchmark CAGR
6.09%
Nifty 50
Inflation Adj. CAGR
9.24%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
1.15
Volatility vs Benchmark
Sharpe Ratio
0.55
Risk-Adjusted Return
Sortino Ratio
0.88
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 58% 52% 21%
60 days 58% 36% 13%
90 days 61% 30% 13%
180 days 65% 21% 9%
1Yr 62% 12% 5%
3Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF Mid Cap Fund-Direct Plan-Growth Nifty 50
30 days -46.0% | -67.9% | 18.2% | 251.3% 26.6% | -57.4% | 9.4% | 148.4%
60 days -50.8% | -54.7% | 18.3% | 175.5% -23.0% | -41.6% | 7.3% | 91.0%
90 days -30.3% | -44.7% | 15.0% | 135.3% -25.0% | -32.8% | 9.4% | 59.7%
1 Year -3.9% | -5.1% | 6.5% | 56.1% -10.0% | -9.1% | 6.7% | 31.0%
3 Years 13.7% | 13.4% | 16.3% | 19.2% 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) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 11, 2023 Nov. 8, 2023 58 days 5% Nifty 50: 6% 10691 10118 10716
March 4, 2024 April 1, 2024 28 days 6% Nifty 50: 3% 12337 11611 12373
Sept. 24, 2024 Aug. 1, 2026 676 days 21% Nifty 50: 15% 16415 12891 16508
Aug. 28, 2026 Oct. 30, 2026 63 days 13% Nifty 50: 8% 16980 14769 15100