- Mutual Funds
- LIC Mutual Fund
- LIC MF Medium to Long Duration Fund (G)
LIC MF Medium to Long Duration Fund (G)
₹ 68.0575
NAV (Sep 17)
Medium To Long Duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.
The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes.Funds in this category tend to invest in instruments that are highly rated.This is a small category(less than 1 % of total debt fund assets).We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 68.0575
NAV (Sep 17)
Fund Returns
Last 1Y | 8.2% |
Last 3Y | 5.6% |
Last 5Y | 5.7% |
Last 10Y | 6.7% |
Since Inception | 7.9% |
6 Month CAGR | 4.6% |
Scheme Information
The scheme endevours to generate attractive return by investing predominantly in quality debt and money market securities. The scheme may also take a 20 per cent exposure to equity.
Expense Ratio | 1.22 |
Launched (0y ago) | 1.22 |
AUM in Crores | 174.4 |
ISIN | INF767K01923 |
Lock-in | |
Benchmark | CRISIL Medium to Long Duration Debt A-III Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 2.2 |
Beta | 1.2 |
Sharpe Ratio | -0.2 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF Medium to Long Duration Fund (G) | 8,39,771 | 1,07,159 | 5.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Maharashtra State
24.5%GOI
22.8%Gujarat State
15%Maharashtra State
13.7%Maharashtra State
9.1%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 8,093 cr | ||
₹ 15,209 cr | ||
₹ 9,577 cr | ||
₹ 4,457 cr | ||
₹ 13,722 cr |
About the AMC
LIC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.562% | 7.889% | ||
15.334% | 5.663% | ||
5.788% | 8.195% | ||
5.978% | 6.91% | ||
33.705% | 10.441% |
LIC MF Medium to Long Duration Fund (G) Review
LIC MF Medium to Long Duration Fund (G) is a Debt Debt fund and has delivered an annualised return of 7.889% over a period of 25 years. The fund is managed by LIC Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of LIC MF Medium to Long Duration Fund (G) as of 9/17/2024 is ₹68.06 with the total AUM as of 9/19/2024 is ₹174.3811. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Medium to Long Duration Fund (G) was launched on 1999-06-23. The category risk of the fund is Average.
The minimum SIP amount for LIC MF Medium to Long Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
LIC MF Medium to Long Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium to Long Duration Debt A-III Index.
LIC MF Medium to Long Duration Fund (G) is rated as a 3 fund in Debt and delivered 8.234% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Medium to Long Duration Fund (G).
Frequently Asked Questions
What is LIC MF Medium to Long Duration Fund (G)?
How to invest in LIC MF Medium to Long Duration Fund (G)?
You can invest in LIC MF Medium to Long Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of LIC MF Medium to Long Duration Fund (G)?
The minimum sip amount for LIC MF Medium to Long Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is LIC MF Medium to Long Duration Fund (G) good to invest in?
As per Scripbox experts, LIC MF Medium to Long Duration Fund (G) is a 3 fund. You can investLIC MF Medium to Long Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the LIC MF Medium to Long Duration Fund (G)?
The expense ratio of the LIC MF Medium to Long Duration Fund (G) is 1.22% for regular plan.