LIC MF Large Cap Fund-Direct Plan-IDCW
LIC Mutual Fund Equity Large Cap Fund
Expense Ratio
1.03%
AUM
₹2.54 Cr
Plan Type
Direct
Market Cap
Large
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-45.91%
Poor
6 Months
-2.23%
Poor
1 Year
+4.51%
Poor
3 Years
+11.97%
Below Average
5 Years
+10.40%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹2.54 Cr
Recent Trend
Growing
Stability Score
6.8
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+1.24%
3Y
3Y CAGR
+168.46%
5Y
5Y CAGR
+236.40%
Growth Assessment: Stable
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.90%
Annualized standard deviation
Sharpe Ratio
0.606
Fair - Risk-adjusted return
Max Drawdown
-20.60%
High - Worst decline
Consistency
65.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.88%
Average daily price movement
Annualized Volatility
13.90%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance