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LIC MF Short Duration Fund-Regular Plan-IDCW

LIC · Short Duration
Moderate
₹15.43
Current NAV
03 Nov 2026
3.7%
1Y Return
6.3%
3Y CAGR
5.2%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.28).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.78).
  • Well-diversified portfolio aligned with the Short 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
1.28
Sharpe Ratio
1.18
Beta
5.78
Alpha
1.64
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Fund Details
Fund House LIC
Category Short Duration
AUM ₹2830 Cr
Expense Ratio 1.58%
Min SIP ₹500
Min Lumpsum ₹1000
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