LIC MF Mid Cap Fund - Direct Plan - Growth
code 152002 Mid Cap Fund direct plan · growth NAVs 2023-07-31 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-07-31, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 2.87% | -6.45% | -7.02% | 0.57% | 2026-10-09 → 2026-11-09 |
| 3M | -2.20% | -1.13% | -3.44% | 2.31% | 2026-08-07 → 2026-11-09 |
| 6M | 1.91% | 15.95% | 9.90% | 6.05% | 2026-05-08 → 2026-11-09 |
| 1Y | 4.31% | 5.42% | 4.81% | 0.61% | 2025-11-07 → 2026-11-09 |
| 3Y | 14.61% | 14.79% | 13.65% | 1.14% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 15.86% | 15.73% | 15.42% | 0.32% | 2023-07-31 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2024 | 2025 |
|---|---|---|
| fund | 30.30% | -0.15% |
| benchmark | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 533 | 13.90% | 7.94% | -7.82% | 59.09% | 82% | 42% |
| 3 years | 42 | 17.54% | 17.89% | 14.79% | 19.29% | 100% | 76% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 13.72% |
| volatility | 19.71% |
| max drawdown | -21.47% |
| downside deviation | 12.81% |
| Sharpe ratio | 0.45 |
| Sortino ratio | 0.69 |
| 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
Category: Mid Cap Fund
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y - · 10y -) · as of 2026-10 · 39 months of history
| percentile rank (1 = best) | 3 years of 29 funds |
|---|---|
| return | 68th |
| volatility | 90th |
| Sharpe | 79th |
| Sortino | 75th |
| worst fall | 65th |
| risk-adjusted return (MRAR) | 79th |
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.