LIC MF Large & Mid Cap Fund - Direct Plan - Growth
code 133710 Large & Mid Cap Fund direct plan · growth NAVs 2015-02-26 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2015-02-26, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 4.53% | -7.25% | -6.55% | -0.70% | 2026-10-09 → 2026-11-09 |
| 3M | -2.88% | -3.66% | -3.92% | 0.26% | 2026-08-07 → 2026-11-09 |
| 6M | 2.08% | 7.33% | 6.18% | 1.16% | 2026-05-08 → 2026-11-09 |
| 1Y | 0.44% | -0.84% | -0.09% | -0.76% | 2025-11-07 → 2026-11-09 |
| 3Y | 13.49% | 12.21% | 10.83% | 1.38% | 2023-11-09 → 2026-11-09 |
| 5Y | 10.31% | 10.41% | 10.98% | -0.57% | 2021-11-09 → 2026-11-09 |
| 7Y | 15.20% | 14.89% | 16.58% | -1.69% | 2019-11-08 → 2026-11-09 |
| 10Y | 14.52% | 14.09% | 14.35% | -0.26% | 2016-11-09 → 2026-11-09 |
| since inception | 13.70% | 13.44% | 13.30% | 0.15% | 2015-02-26 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| fund | 14.35% | 42.55% | -3.43% | 12.19% | 16.05% | 35.49% | -0.84% | 28.25% | 29.62% | 1.55% |
| benchmark | 6.01% | 44.06% | -5.16% | 6.03% | 20.87% | 37.04% | 4.48% | 32.66% | 18.68% | 8.19% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 2,605 | 16.83% | 12.44% | -21.68% | 75.45% | 81% | 45% |
| 3 years | 2,113 | 16.32% | 17.05% | -1.82% | 27.98% | 99% | 53% |
| 5 years | 1,623 | 16.33% | 16.69% | 3.98% | 28.06% | 100% | 37% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 12.02% | 9.53% | 13.34% |
| volatility | 17.52% | 15.57% | 17.24% |
| max drawdown | -18.70% | -18.70% | -33.92% |
| downside deviation | 11.92% | 10.46% | 12.35% |
| Sharpe ratio | 0.40 | 0.30 | 0.51 |
| Sortino ratio | 0.59 | 0.44 | 0.71 |
| Calmar ratio | 0.64 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Large & Mid Cap Fund
Overall ★★★☆☆ (3y ★★☆☆☆ · 5y ★★☆☆☆ · 10y ★★★☆☆) · as of 2026-10 · 140 months of history
| percentile rank (1 = best) | 3 years of 26 funds | 5 years of 26 funds | 10 years of 19 funds |
|---|---|---|---|
| return | 72nd | 76th | 67th |
| volatility | 84th | 72nd | 23rd |
| Sharpe | 80th | 76th | 62nd |
| Sortino | 80th | 80th | 67th |
| worst fall | 48th | 32nd | 6th |
| risk-adjusted return (MRAR) | 80th | 80th | 56th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.