LIC Mutual Fund · Equity · mandate: ≥35% in large-caps and ≥35% in mid-caps · benchmark: NIFTY LargeMidcap 250 TRI (TRI proxy)
AUM (all plans)
2,977 cr
Active return /yr (full)
—
Score
38
Rank (Score, pool)
#32 of 35
Percentile (full, pool)
—
IR vs benchmark
-0.13
CAGR (absolute)
15.8%
Max drawdown
-26.8%
Months of data
138
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
—
4.0%
—
50
—
—
27.4%
12
FY23
-5.5%
-6.3%
-1.30
9
4.5%
0.3%
-5.2%
12
FY24
-5.6%
-4.9%
-1.43
25
2.9%
45.3%
39.7%
12
FY25
9.8%
6.4%
1.67
92
5.6%
7.1%
16.8%
12
FY26
-3.7%
-3.3%
-0.95
15
4.0%
-1.1%
-4.7%
12
FY27*
1.4%
-0.3%
0.43
41
5.8%
16.2%
17.6%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
+0.9
+0.5
-0.8
-1.1
+0.8
+0.0
-0.5
-1.3
+1.8
-2.2
-2.2
-1.1
-5.0
2023
-0.5
+1.4
-1.1
-1.7
+0.3
-0.5
-0.5
+0.8
-1.0
+0.7
+0.1
-1.1
-3.1
2024
+0.6
-0.9
-1.0
+2.8
+2.0
+2.4
+0.3
+0.8
-1.3
+1.9
+0.9
+0.8
+9.7
2025
-2.1
-1.3
+2.3
-2.9
+1.6
-0.2
+0.2
-0.9
-0.1
-0.7
-1.5
-0.0
-5.7
2026
-0.5
+1.0
+0.2
-2.0
+0.0
+2.6
-0.3
+0.8
+1.7
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2015
-0.7
-2.2
+3.6
-1.9
+6.2
-4.7
-3.1
+1.0
-2.1
+1.4
-3.0
2016
-5.9
-6.9
+9.5
+3.4
+2.1
+3.5
+7.3
+3.9
+3.8
+1.5
-5.0
-2.2
+14.4
2017
+6.0
+3.6
+5.6
+4.3
+1.4
+0.5
+4.3
-0.4
-1.1
+6.4
+0.4
+5.2
+42.5
2018
-1.6
-0.7
-3.8
+8.0
-4.4
-3.9
+5.6
+5.2
-11.2
-1.1
+3.8
+2.4
-3.4
2019
-4.5
-0.5
+6.9
-0.6
+2.2
+0.6
-4.9
+1.6
+6.0
+2.3
+1.9
+1.3
+12.2
2020
+2.3
-2.7
-24.7
+10.0
-3.5
+8.0
+5.5
+4.6
+1.8
+2.1
+10.5
+6.7
+16.1
2021
-3.5
+7.3
+1.6
+1.2
+5.2
+3.9
+3.2
+6.4
+3.5
+0.8
-1.3
+2.8
+35.5
2022
+0.0
-4.4
+3.5
-1.4
-3.5
-5.0
+9.9
+3.9
-0.8
+1.0
+0.6
-3.7
-0.8
2023
-3.5
-0.8
-1.2
+2.9
+4.7
+4.5
+3.9
+1.7
+1.6
-2.5
+8.0
+6.5
+28.2
2024
+3.3
+0.1
-0.3
+7.1
+3.5
+9.6
+4.9
+1.6
+0.7
-4.7
+1.0
+0.2
+29.6
2025
-6.0
-9.8
+9.6
+0.7
+5.8
+3.6
-2.5
-2.9
+1.1
+3.8
-0.0
-0.4
+1.5
2026
-3.7
+1.9
-11.2
+9.0
+0.9
+3.8
+1.7
+1.3
+2.5
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard