ING L.I.O.N. (Large cap, Intermediate cap, Opportunities, New offerings)Fund-Growth Option
Mutual Fund · Income · As of 18 Oct 2026, 7:44 pm
Below-average risk-adjusted performance. Volatility here hasn't been well compensated by returns over the trailing period. Worth comparing directly against 2-3 category peers before deciding this is the right vehicle.
DalalBaazaar Score
36/ 100
Weak
Weighted across five categories. Every point is explained below.
✗ Only 2.1 years of history — too short to judge through a full cycle
Investment Checklist
0 / 3 checks passed
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✗ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹14.45
As of
23 May 2008
Fund History Available
2.1 yrs
Since-Inception Return (CAGR)
11.4%
Only 2.1 yrs of history available — no clean 1Y/3Y/5Y figure yet
Annualized Volatility
28.4%
High volatility
Sharpe Ratio (est.)
0.29
Weak risk-adj. return
Max Drawdown
-33.7%
Severe historical drop
Category
Income
Fund House
ING Mutual Fund
Category Peer Comparison
Scheme
1Y Return
ING Income Fund-Regular Plan -Growth Option
—
Indiabulls Income Fund - Direct Plan - Growth Option
—
Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Growth Option
—
Fortis Monthly Income Plan-Regular Plan-Growth Option
—
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,99,177
Estimated Gain
₹1,99,177
Risk Flags
Estimated Sharpe ratio (0.29) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
This fund has seen a peak-to-trough drawdown of -33.7% in its available history — make sure you can stomach that kind of swing.
Watch Items
This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
