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LIC MF Short Duration Fund-Regular Plan-Monthly IDCW

LIC · Short Duration
Moderate
₹14.93
Current NAV
03 Nov 2026
0.4%
1Y Return
5.2%
3Y CAGR
19.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.68).
  • Very large asset base (AUM: ₹21,730 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.08%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.68
Sharpe Ratio
0.88
Beta
6.68
Alpha
0.87
Sortino
Fund Details
Fund House LIC
Category Short Duration
AUM ₹21730 Cr
Expense Ratio 2.08%
Min SIP ₹500
Min Lumpsum ₹1000
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