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LIC MF Medium to Long Duration Fund-Direct Plan-Annual IDCW

LIC · Long Duration
Moderate
₹19.77
Current NAV
25 Jun 2026
20.3%
1Y Return
18.3%
3Y CAGR
21.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.13%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.43).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.43
Sharpe Ratio
1.03
Beta
-1.57
Alpha
1.62
Sortino
Fund Details
Fund House LIC
Category Long Duration
AUM ₹8980 Cr
Expense Ratio 0.13%
Min SIP ₹500
Min Lumpsum ₹1000
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