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MF_152004

LIC MF Small Cap Fund-Direct Plan-Growth

Equity Scheme - Small Cap Fund

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End Amount
₹16,151.04
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.88%
MF_152004 Return
Benchmark CAGR
6.09%
Nifty 50
Inflation Adj. CAGR
11.53%
Real Annualized Return
Alpha
0.13
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
1.02
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 64% 76% 39%
60 days 65% 45% 24%
90 days 68% 38% 23%
180 days 62% 32% 16%
1Yr 56% 18% 10%
3Yr 100% 11% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF Small Cap Fund-Direct Plan-Growth Nifty 50
30 days -56.1% | -76.5% | 27.0% | 352.9% 26.6% | -57.4% | 9.4% | 148.4%
60 days -41.4% | -68.6% | 26.3% | 187.1% -23.0% | -41.6% | 7.3% | 91.0%
90 days -11.3% | -57.1% | 23.7% | 160.2% -25.0% | -32.8% | 9.4% | 59.7%
1 Year 7.5% | -13.8% | 8.2% | 57.4% -10.0% | -9.1% | 6.7% | 31.0%
3 Years 16.1% | 15.9% | 18.6% | 20.5% 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) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 17, 2023 Nov. 14, 2023 28 days 6% Nifty 50: 5% 10741 10118 10793
Feb. 23, 2024 April 5, 2024 42 days 12% Nifty 50: 2% 12516 11052 12539
July 5, 2024 Aug. 21, 2024 47 days 6% Nifty 50: 1% 15853 14920 15884
Oct. 16, 2024 Dec. 3, 2024 48 days 10% Nifty 50: 6% 16586 14931 16678
Jan. 3, 2025 Aug. 5, 2026 579 days 27% Nifty 50: 8% 16755 12229 16843
Sept. 8, 2026 Oct. 30, 2026 52 days 11% Nifty 50: 6% 17846 15800 16151