InvestVerdict
LIC MF Flexi Cap Fund
Regular Plan · Growth · Flexi Cap · Scheme code 100313
Fund houseLIC Mutual Fund
CategoryFlexi Cap
Plan & optionRegular · Growth
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.59 | 12.17 | 12.16 | 12.75 | 12.68 | 10.98 | 13.07 | 10.57 | 8.58 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Flexi Cap category median |
— | — | — | 3.27 | 12.72 | 11.29 | — | 12.83 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 21.2% | 0.29 | 0.41 | 0.87 | -1.45% | -64.8% | 89.44 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 948 | -60.2% | 7.9% | 93.0% | 27% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.