FundLens
45
ValueHold

LIC MF Value

LIC · Direct–Growth · rank #10 / 21 Smart Score ke hisaab se

Data updated

LIC MF Value ka score 45/100 hai — 21 mein #10 Value fund (Hold). Mazbooti: 3 saal ka return (category mein 78th percentile) aur 1 saal ka return (category mein 93th percentile). Kamzori: expense ratio (category mein 2th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
12.5%
+13.6% index ke muqable
3 saal
16.9%
+5.4% index ke muqable
5 saal
14.4%
+2.8% index ke muqable
Launch se
14.8%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2024
30.4%
2025
-5.7%
2026
12.6%

Risk metrics

Sharpe ratio
0.68
↑ jitna zyada, utna accha
Sortino ratio
0.81
↑ jitna zyada, utna accha
Std deviation
18.58
↓ jitna kam, utna accha
Alpha
2.82
↑ jitna zyada, utna accha
Beta
1.07
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.