• 1 Year Returns: 1.77%
• 3 Year Returns: 20.17%
• 5 Year Returns: 22.48%

• Private Banks | 14.01%
• Industrial Machinery | 6.79%
• IT Services & Consulting | 5.70%
• Specialized Finance | 4.91%
• Electrical Components & Equipments | 4.48%

• HDFC Bank Ltd | 5.15%
• ICICI Bank Ltd | 4.94%
• Shakti Pumps (India) Ltd | 3.43%
• Garware Hi-Tech Films Ltd | 2.56%
• Kotak Mahindra Bank Ltd | 2.43%

• Equity | 96.85%
• Cash & Equivalents | 2.20%
• Mutual Funds | 0.95%

The alpha ratio for the LIC MF Large & Midcap Fund-(IDCW) is 4.86

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-(IDCW) is 16.89

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-(IDCW) is -0.11

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-(IDCW) is -0.01

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.