Home› Funds› LIC MF Short Duration Fund-Regular Plan-Weekly IDC

LIC MF Short Duration Fund-Regular Plan-Weekly IDCW

LIC · Short Duration
Moderate
₹12.78
Current NAV
03 Nov 2026
-0.3%
1Y Return
0.2%
3Y CAGR
11.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.81%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.61).
  • Very large asset base (AUM: ₹12,660 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
0.61
Sharpe Ratio
0.81
Beta
6.61
Alpha
0.74
Sortino
Fund Details
Fund House LIC
Category Short Duration
AUM ₹12660 Cr
Expense Ratio 0.81%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Short Duration
Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW
₹4281.41 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Weekly - IDCW
₹3622.98 192.1%
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
₹4197.15 192.1%