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EquityLarge & Mid Cap FundDirect · Growth

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

LIC · Scheme 133710

46.31 0.20%NAV · 2026-08-05
60
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
16.4%
Risk level
High
Min SIP
Benchmark
Nifty LargeMidcap 250 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.04%
3 Months+7.29%
6 Months+3.93%
1 Year+4.80%
3 Years (CAGR)+16.39%
5 Years (CAGR)+13.76%
10 Years (CAGR)+15.67%
Since Launch+14.33%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns54
Consistency69
Risk-adjusted48
Downside protection51
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +16.4%
  • 5Y CAGR: +13.8%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 5.5%
  • Alpha vs benchmark: +6.4%

What to watch

  • 1Y return: +4.8%
  • 1Y return vs category: -3.3% vs category avg
  • Beat category: beat category in 48% of windows
  • Sharpe ratio: 0.54

Risk metrics

Sharpe ratio
0.54
Sortino ratio
0.64
Volatility
15.75%
Max drawdown
-33.92%
Downside capture
90.80%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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