Should I invest in LIC MF Infrastructure Fund?

We don't give personal investment advice. LIC MF Infrastructure Fund-Direct Plan-Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.7%. 5-year CAGR: 24.54%.

LIC

LIC MF Infrastructure Fund-Direct Plan-Growth

Latest NAV

₹61.1852

As of

3 Jun 2026

3,290 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.18%	+0.27%	-0.09	143 / 258	Q3
1W	-2.57%	-1.34%	-1.23	220 / 258	Q4
2W	+1.52%	+0.04%	+1.49	65 / 259	Q2
1M	+1.46%	-0.39%	+1.85	72 / 259	Q2
3M	+9.83%	+2.19%	+7.64	29 / 257	Q1
6M	+8.45%	-1.09%	+9.54	28 / 247	Q1
YTD	+7.39%	-1.30%	+8.69	34 / 247	Q1
1Y	+9.17%	+5.02%	+4.15	62 / 230	Q2
2Y	+7.73%	+5.50%	+2.23	57 / 182	Q2
3Y	+28.81%	+16.94%	+11.88	4 / 139	Q1
4Y	+26.15%	+16.57%	+9.58	8 / 119	Q1
5Y	+24.54%	+13.73%	+10.81	1 / 109	Q1
7Y	+21.14%	+16.42%	+4.72	16 / 91	Q1
10Y	+18.50%	+15.07%	+3.42	10 / 76	Q1
Inception	+15.83%	+10.45%	+5.38	79 / 259	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+7.39%	-0.94%	+8.33	33 / 244
2025	-3.13%	+4.41%	-7.54	172 / 208
2024	+48.37%	+23.18%	+25.20	3 / 155
2023	+45.95%	+33.51%	+12.44	21 / 127
2022	+9.21%	+4.32%	+4.88	47 / 116
2021	+48.26%	+34.43%	+13.83	20 / 104
2020	+0.91%	+21.19%	-20.29	85 / 94
2019	+13.34%	+9.30%	+4.04	22 / 85
2018	-13.15%	-5.36%	-7.79	55 / 77
2017	+42.80%	+35.61%	+7.20	25 / 76
2016	-1.97%	+4.98%	-6.95	57 / 76

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.14%

152 windows

min -32.4% · max 90.8%

74% positive

3-Year rolling

+16.83%

128 windows

min -8.7% · max 40.6%

92% positive

5-Year rolling

+15.93%

103 windows

min -4.4% · max 35.9%

97% positive

7-Year rolling

+14.74%

79 windows

min 4.6% · max 23.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

20.96%

3-year · annualised

Sharpe ratio

1.02

vs risk-free 6.5%

Sortino ratio

1.75

Downside-only deviation

Max drawdown

-26.68%

Dec 2024 → Feb 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹61.1852
2 Jun 2026	₹61.0741
1 Jun 2026	₹61.2847
29 May 2026	₹62.2455
27 May 2026	₹62.8006
26 May 2026	₹62.1049
25 May 2026	₹61.6864
22 May 2026	₹60.8801
21 May 2026	₹60.7104
20 May 2026	₹60.2688

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of LIC MF Infrastructure Fund-Direct Plan-Growth is ₹61.1852. It's a Sectoral/Thematic Fund from LIC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

LIC MF Infrastructure Fund-Direct Plan-Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

LIC MF Infrastructure Fund-Direct Plan-Growth is managed by LIC. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, LIC MF Infrastructure Fund-Direct Plan-Growth has delivered a absolute return of 9.17% — +4.15 pp ahead of the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #62 of 230 in its category — the second (Q2) quartile.

Over the trailing 3-year window, LIC MF Infrastructure Fund-Direct Plan-Growth has delivered a CAGR of 28.81% — +11.88 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #4 of 139 in its category — the top (Q1) quartile.

Over the trailing 5-year window, LIC MF Infrastructure Fund-Direct Plan-Growth has delivered a CAGR of 24.54% — +10.81 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #1 of 109 in its category — the top (Q1) quartile.

₹1 lakh invested in LIC MF Infrastructure Fund-Direct Plan-Growth exactly 10 years ago would be worth approximately ₹545,827 today — a multiplier of 5.46×, based on the 10-year CAGR of 18.50%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in LIC MF Infrastructure Fund-Direct Plan-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,066,410 today. That's an XIRR (money-weighted annualised return) of 23.19%.

A ₹10,000 monthly SIP for 10 years in LIC MF Infrastructure Fund-Direct Plan-Growth = ₹1,200,000 invested. It would currently be worth ₹3,653,670 (multiplier 3.04×). XIRR: 21.09%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, LIC MF Infrastructure Fund-Direct Plan-Growth ranks #1 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.73%; this fund delivered 24.54%.

The worst peak-to-trough decline LIC MF Infrastructure Fund-Direct Plan-Growth has experienced over the last 5-year window is 26.68% — its NAV fell from a high on 16 Dec 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, LIC MF Infrastructure Fund-Direct Plan-Growth averaged 15.93% (best 35.95%, worst -4.38%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.93 — reasonable risk-adjusted performance.

In calendar year 2025, LIC MF Infrastructure Fund-Direct Plan-Growth returned -3.13% — lagging the Sectoral/Thematic Fund category average of 4.41% by 7.54 pp. It ranked #172 of 208 in its category that year.

LIC MF Infrastructure Fund-Direct Plan-Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. LIC MF Infrastructure Fund-Direct Plan-Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.7%. 5-year CAGR: 24.54%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.