Home› Funds› LIC MF Short Duration Fund-Regular Plan-IDCW

LIC MF Short Duration Fund-Regular Plan-IDCW

LIC · Short Duration
Moderate
₹15.34
Current NAV
25 Jun 2026
19.8%
1Y Return
16.8%
3Y CAGR
20.8%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.28).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.78).
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
1.28
Sharpe Ratio
1.18
Beta
5.78
Alpha
1.64
Sortino
Fund Details
Fund House LIC
Category Short Duration
AUM ₹2830 Cr
Expense Ratio 1.58%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Baroda BNP Paribas Short Duration Fund - Regular Plan - Monthly IDCW Option
Baroda BNP Paribas
₹10.21 31.9%
Axis Short Duration Fund - Direct Plan - Growth Option
Axis
₹35.94 31.6%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 31.5%
Franklin India Short term Income Plan- Retail Plan-Segregated Portfolio 2 - 10.90% Vodafone Idea Ltd (02-Sep-2023) - Quarterly - IDCW
₹0.00 31.4%