MF Gyan
otherLow risk12 years oldSteady vs its 3-year pace

LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH

A specialised fund. Check the scheme details for what it invests in. From LIC Mutual Fund. It's been running since 12 May 2014.

Latest price per unit
₹12.5693
▲ 0.01% today
As of 8 Jun 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.08 L
▲ ₹7.9k gain · 7.9% / year
Invested 3 years ago
₹1.23 L
▲ ₹23.4k gain · 7.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.99 L
Gain / loss+₹18.9k
XIRR (annualised)6.88%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.00 L
Projected gain*+₹20.4k
*at this fund's historical rate of 6.88% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
7.90%median 4.49% (+3.41%)
Rank #150 of 501Beats 66% of peers
3-year return
7.27%median 6.00% (+1.28%)
Rank #91 of 501Beats 57% of peers
Bumpiness (3Y)
2.64%median 5.00% (-2.36%)
Rank #166 of 501Less risky than 66% of peers
Worst-ever drop
-1.97%median -6.85% (+4.88%)
Rank #342 of 501Less risky than 32% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 4 years were positive.

+8%
2014
+5%
2015
+6%
2016
+4%
2017
Best year
2014 · 7.84%
Worst year
2017 · 4.22%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
2.6%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-1.97%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH against other other funds.

Technical details (for the pros)
CAGR — 1 year7.90%
CAGR — 3 years7.27%
CAGR — 5 years—
CAGR — since launch7.68%
Volatility — 1 year (annualised)2.34%
Volatility — 3 years (annualised)2.64%
Max drawdown — 1 year-1.44%
Max drawdown — 3 years-1.97%
Sharpe ratio — 1 year (rf=6%)0.82
Sharpe ratio — 3 years (rf=6%)0.48

Fund info

Fund house
LIC Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
129314
First price on record
12 May 2014 · 742 daily prices

About LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH

LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH is a Income offered by LIC Mutual Fund under the Direct plan with the Growth option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH is ₹12.5693 (as of 8 Jun 2017). Historically, it has delivered 7.89% over the last year, 7.27% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 2.6% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 2.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH?+

The latest NAV of LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH is ₹12.5693 as of 8 Jun 2017, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH?+

LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH has delivered 1-year return 7.89%, 3-year CAGR 7.27%, since-inception CAGR 7.68%. Returns are historical and don't predict future performance — markets move in cycles.

What category does LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH belong to?+

LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH?+

Based on its 3-year annualised volatility of 2.6%, LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH a direct plan?+

LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH?+

LIC MF CAPITAL PROTECTION ORIENTED FUND SERIES 3(37 MONTHS) - DIRECT PLAN - GROWTH has NAV history available from 12 May 2014 — approximately 12 years of track record and 742 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.