Home Funds LIC MF Medium to Long Duration Fund-Regular Plan-G

LIC MF Medium to Long Duration Fund-Regular Plan-Growth

LIC · Long Duration
Moderate
₹75.39
Current NAV
25 Jun 2026
24.7%
1Y Return
12.7%
3Y CAGR
14.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
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
0.87
Sharpe Ratio
0.47
Beta
-0.13
Alpha
1.02
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Fund Details
Fund House LIC
Category Long Duration
AUM ₹9420 Cr
Expense Ratio 1.27%
Min SIP ₹500
Min Lumpsum ₹1000
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