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LIC MF Short Duration Fund-Regular Plan-Growth

LIC · Short Duration
Moderate
₹15.43
Current NAV
03 Nov 2026
3.7%
1Y Return
6.3%
3Y CAGR
5.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.86).
  • Very large asset base (AUM: ₹18,410 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.86%) which can affect compounding over long horizons.
  • 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
1.86
Sharpe Ratio
1.46
Beta
2.86
Alpha
2.34
Sortino
Fund Details
Fund House LIC
Category Short Duration
AUM ₹18410 Cr
Expense Ratio 1.86%
Min SIP ₹500
Min Lumpsum ₹1000
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