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

LIC · Long Duration
Moderate
₹16.52
Current NAV
25 Jun 2026
12.9%
1Y Return
10.9%
3Y CAGR
13.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (2.29%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.69
Sharpe Ratio
1.49
Beta
1.69
Alpha
0.89
Sortino
Fund Details
Fund House LIC
Category Long Duration
AUM ₹1740 Cr
Expense Ratio 2.29%
Min SIP ₹500
Min Lumpsum ₹1000
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