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EquityMid Cap FundDirect · Growth

LIC MF Mid Cap Fund-Direct Plan-Growth

LIC · Scheme 152002

34.94 0.13%NAV · 2026-08-05
62
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
18.6%
Risk level
High
Min SIP
Benchmark
Nifty Midcap 150 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.71%
3 Months+7.13%
6 Months+9.13%
1 Year+8.30%
3 Years (CAGR)+18.55%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+18.16%

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 →

Returns52
Consistency50
Risk-adjusted55
Downside protection66
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +18.6%
  • Alpha vs benchmark: +9.2%
  • Max drawdown: -21%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -1.2% vs category avg
  • 1Y return: +8.3%
  • Sortino ratio: 0.91

Risk metrics

Sharpe ratio
0.72
Sortino ratio
0.91
Volatility
16.66%
Max drawdown
-21.47%
Downside capture
91.50%

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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