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LIC MF Low Duration Fund-Regular Plan-Monthly IDCW

LIC · Low Duration
Low
₹14.41
Current NAV
03 Nov 2026
3.5%
1Y Return
5.9%
3Y CAGR
5.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.53).
  • Very large asset base (AUM: ₹10,580 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (1.83%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.53
Sharpe Ratio
1.43
Beta
0.03
Alpha
1.88
Sortino
Fund Details
Fund House LIC
Category Low Duration
AUM ₹10580 Cr
Expense Ratio 1.83%
Min SIP ₹500
Min Lumpsum ₹1000
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