HybridEquity SavingsDirect · Growth
LIC MF Equity Savings Fund-Direct Plan-Growth
LIC · Scheme 151952
₹32.68▼ 0.08%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
—
3Y CAGR
9.5%
Risk level
Moderate
Min SIP
—
Benchmark
Nifty Equity Savings Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.18% |
| 3 Months | +2.52% |
| 6 Months | +3.92% |
| 1 Year | +4.71% |
| 3 Years (CAGR) | +9.47% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +9.17% |
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 →
Returns32
Consistency50
Risk-adjusted34
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Volatility: 7% annualised
- ✓ Max drawdown: -7%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +4.7%
- • 1Y return vs category: -1.4% vs category avg
- • Sharpe ratio: 0.40
- • Sortino ratio: 0.50
Risk metrics
Sharpe ratio
0.40
Sortino ratio
0.50
Volatility
6.89%
Max drawdown
-7.47%
Downside capture
—
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.