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LIC MF Short Duration Fund-Regular Plan-Weekly IDCW

LIC · Short Duration
Moderate
₹12.83
Current NAV
25 Jun 2026
10.1%
1Y Return
10.1%
3Y CAGR
11.1%
5Y CAGR
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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.
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
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Fund Details
Fund House LIC
Category Short Duration
AUM ₹12660 Cr
Expense Ratio 0.81%
Min SIP ₹500
Min Lumpsum ₹1000
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