MonitorDirect · Growth
LIC MF Mid Cap Fund
LIC Mutual FundEquity Scheme - Mid Cap Fund3.1 years
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
- NAV
- 34.1894
- 15 Sept 2026
- 1Y
- +3.9%
- Trailing CAGR
- Upside capture
- +100%
- Vs NIFTY MIDCAP 150 TRI
- Downside capture
- +99%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.9%
- 3Y+15.3%
- 5Yn/a
- 10Yn/a
- SI+16.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.3%
- 3Y+8.8%
- 5Yn/a
- 10Yn/a
- Since inception
- +16.6%
- Calendar-day CAGR
- Excess 1Y
- -3.1%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 59
- Vs comparable share classes
- Worst rolling 3Y
- +15.3%
- 32 daily-ending windows
- Median rolling 3Y
- +18.6%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +8.8%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +0.1%
- Fund minus TRI
- 3Y excess
- +0.9%
- Fund minus TRI
- Upside capture
- +100%
- Benchmark-up months
- Downside capture
- +99%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 19 days
- 35 recovered episodes
- Longest recovery
- 483 days
- Trough to prior peak
- Current spell
- 18 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
24 Sept 2024 – 3 Aug 2026
Trough 7 Apr 2025 · recovered in 483 days
-21.5%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-6.4%
4 Mar 2024 – 1 Apr 2024
Trough 13 Mar 2024 · recovered in 19 days
-5.9%
11 Sept 2023 – 8 Nov 2023
Trough 26 Oct 2023 · recovered in 13 days
-5.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
59
Vs category
31
Consistency
72
Risk-adjusted
61
Drawdown
46
Mean
54
Portfolio
31 Aug 2026 · 52 holdings · top 10 are 30.8%.
- Top 5
- 17.2%
- Top 10
- 30.8%
- Largest holding
- 4.3%
- Effective holdings
- 44.7
Info Edge (India) Ltd
Technology
4.3%
Coforge Ltd
Technology
3.5%
The Federal Bank Ltd
Financial
3.3%
Garware Hi-Tech Films Ltd
Materials
3.1%
Motilal Oswal Financial Services Ltd
Financial
2.9%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +8.9%
- 3Y
- +16.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.86
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Union Midcap Fund
Union Mutual Fund
- 1Y
- +6.6%
- 3Y
- +15.7%
- Vol
- 16.2%
- Max DD
- -21.3%
- Sharpe
- 1.40
- 3Y win
- +75%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +5.0%
- 3Y
- +15.5%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.88
- 3Y win
- +41%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
HDFC Mid Cap Fund
HDFC Mutual Fund
- 1Y
- +5.1%
- 3Y
- +16.4%
- Vol
- 15.6%
- Max DD
- -39.5%
- Sharpe
- 0.93
- 3Y win
- +75%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- +9.1%
- 3Y
- +19.2%
- Vol
- 16.3%
- Max DD
- -22.7%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown