• 1 Year Returns: 10.98%
• 3 Year Returns: 19.74%
• 5 Year Returns: 16.90%

• Private Banks | 12.73%
• Industrial Machinery | 8.50%
• Electrical Components & Equipments | 5.82%
• IT Services & Consulting | 5.58%
• Auto Parts | 4.30%

• HDFC Bank Ltd | 5.06%
• ICICI Bank Ltd | 4.60%
• Treps | 3.01%
• Shakti Pumps (India) Ltd | 2.72%
• REC Limited | 2.18%

• Equity | 97.15%
• Cash & Equivalents | 2.85%

The alpha ratio for the LIC MF Large & Midcap Fund is 1.44

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the LIC MF Large & Midcap Fund is 14.34

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the LIC MF Large & Midcap Fund is 0.50

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the LIC MF Large & Midcap Fund is 0.05

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.