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

LIC · Long Duration
Moderate
₹16.06
Current NAV
03 Nov 2026
0.3%
1Y Return
5.5%
3Y CAGR
17.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.9%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.60).
  • 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
1.60
Sharpe Ratio
0.90
Beta
-0.90
Alpha
2.08
Sortino
Fund Details
Fund House LIC
Category Long Duration
AUM ₹5150 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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