Home› Funds› LIC MF Medium to Long Duration Fund-Direct Plan-Qu

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

LIC · Long Duration
Moderate
₹19.84
Current NAV
03 Nov 2026
3.9%
1Y Return
7.4%
3Y CAGR
16.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.80).
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.80
Sharpe Ratio
0.40
Beta
3.80
Alpha
0.88
Sortino
Fund Details
Fund House LIC
Category Long Duration
AUM ₹7850 Cr
Expense Ratio 0.40%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Long Duration
JM Medium to Long Duration Fund (Direct) - Bonus Option - Principal Units
JM Medium to Long Duration
₹28.56 8.9%
Bandhan Medium to Long Duration Fund - Direct Plan - Growth
Bandhan
₹75.10 5.3%
Bandhan Medium to Long Duration Fund - Direct Plan - Periodic IDCW
Bandhan
₹18.23 5.1%
Bandhan Medium to Long Duration Fund - Regular Plan - Growth
Bandhan
₹67.94 4.5%