LIC MF Large Cap Fund Direct Growth

Scheme code: INF767K01EJ7 NAV value: ₹ 61.2455 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.85	43.22	22.08	23.94
3 year	6.12	26.06	14.57	17.2
5 year	2.29	22.27	12.96	13.9
7 year	7.41	15.63	12.41	13.25
10 year	9.32	15.15	12.98	14.33
12 year	12.44	13.93	13.29	14.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	22.08
3 year	6.28	33.32	15.79	14.57
5 year	3.54	26.02	13.5	12.96
7 year	3.33	15.62	11.71	12.41
10 year	3.49	17.22	10.6	12.98
12 year	3.07	16.17	10.84	13.29
15 year	6.95	15.66	10.88

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-12.49	82.26	31.13	22.08
3 year	8.15	28.1	17.96	14.57
5 year	3.67	28.39	12.79	12.96
7 year	6.37	19.44	12.99	12.41
10 year	5.44	23	13.61	12.98
12 year	5.63	21.18	13.5	13.29
15 year	7.36	20.78	13.11

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	22.08
3 year	6.56	32.12	15.89	14.57
5 year	3.67	26.2	13.34	12.96
7 year	3.8	15.42	11.89	12.41
10 year	3.8	18	11.04	12.98
12 year	3.63	16.86	11.23	13.29
15 year	7.01	16.36	11.2

Rolling return for 1 year

- Average return: 22.08% - Median return: 25.07% - Average standard deviation: 4.52

Rolling return for 3 year

- Average return: 14.57% - Median return: 14% - Average standard deviation: 1.71

Rolling return for 5 year

- Average return: 12.96% - Median return: 13.22% - Average standard deviation: 0.93

Rolling return for 7 year

- Average return: 12.41% - Median return: 12.62% - Average standard deviation: 0.67

Rolling return for 10 year

- Average return: 12.98% - Median return: 13.29% - Average standard deviation: 0.44

Rolling return for 12 year

- Average return: 13.29% - Median return: 13.27% - Average standard deviation: 0.43

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,93,852	93,852	7.83
3 year	36,00,000	43,98,898	7,98,898	6.91
5 year	60,00,000	85,05,492	25,05,492	7.23
7 year	84,00,000	1,32,39,816	48,39,816	6.72
10 year	1,20,00,000	2,35,00,513	1,15,00,513	6.95
12 year	1,44,00,000	3,20,02,816	1,76,02,816	6.88

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	7.83
3 year	7.31	6.91
5 year	7.48	7.23
7 year	6.39	6.72
10 year	5.96	6.95
12 year	6.11	6.88

NIFTY NEXT 50

Duration	Average return (%)	Fund's return (%)
1 year	7.58	7.83
3 year	9.5	6.91
5 year	7.75	7.23
7 year	6.75	6.72
10 year	7.61	6.95
12 year	7.66	6.88

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	7.83
3 year	7.48	6.91
5 year	7.46	7.23
7 year	6.41	6.72
10 year	6.17	6.95
12 year	6.32	6.88

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,93,852 - Absolute Returns: ₹93,852 - CAGR: 7.83%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,98,898 - Absolute Returns: ₹7,98,898 - CAGR: 6.91%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,05,492 - Absolute Returns: ₹25,05,492 - CAGR: 7.23%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,32,39,816 - Absolute Returns: ₹48,39,816 - CAGR: 6.72%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,35,00,513 - Absolute Returns: ₹1,15,00,513 - CAGR: 6.95%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,20,02,816 - Absolute Returns: ₹1,76,02,816 - CAGR: 6.88%