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EquityMulti Cap FundDirect · Growth

LIC MF Multi Cap Fund-Direct Plan-Growth

LIC · Scheme 150659

19.66 0.33%NAV · 2026-08-05
81
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
19.8%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.68%
3 Months+9.85%
6 Months+9.15%
1 Year+10.90%
3 Years (CAGR)+19.84%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+19.66%

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 →

Returns78
Consistency100
Risk-adjusted64
Downside protection76
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +19.8%
  • 3Y CAGR vs category: +3.6% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Alpha vs benchmark: +10.3%

Risk metrics

Sharpe ratio
0.90
Sortino ratio
1.10
Volatility
14.34%
Max drawdown
-19.32%
Downside capture
84.70%

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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