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  • LIC Mutual Fund
  • LIC MF Short Duration Fund (Growth)

Formerly LIC MF Short Term Debt Reg Gr

LIC Mutual Fund

LIC MF Short Duration Fund (Growth)

DebtShort Term

12.9232

NAV (Dec 07)

5.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.9232

NAV (Dec 7)

Fund Returns

Last 1Y
5.9%
Last 3Y
3.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
5.4%
6 Month CAGR
2.3%

Scheme Information

Investment Objective

The primary investment objective of the scheme is to generate returns commensurate with risk from a portfolio constituted of Debt securities and/or Money Market instruments. However there can be no assurance that the investment objective of the scheme will be achieved.

Expense Ratio
1.33
Launched (4y ago)
Feb 01, 2019
AUM in Crores
123.661
ISIN
INF767K01PT2
Lock-in
No Lock-in
Benchmark
CRISIL Short Duration Debt B-II TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.2
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-1.552
Sharpe Ratio (5yr)
0
YTM
7.52
Fund Managers

Pratik Shroff

Fund Manager

Sanjay Pawar

Fund Manager

Marzban Irani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
LIC MF Short Duration Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-12-07

Top Debt Holdings

7.37% govt stock 2028

12.3%
12.3%

7.18% govt stock 2033

8.2%
8.2%

rec limited

8.2%
8.2%

power finance corporation ltd.

8.2%
8.2%

national bank for agriculture and rural development

8.1%
8.1%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 40,756 cr

₹ 16,858 cr

₹ 11,945 cr

₹ 13,754 cr

₹ 10,873 cr

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 22,203 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 48 equity,45 debt and 36 hybrid funds.amc-img
022-66016000
cs.co@licmf.com
Fund NameScripbox Opinion
Till Date CAGR

4.9%

6.9%

3.9%

5.3%

3.9%

5.3%

15.4%

13.5%

4.6%

6.4%

LIC MF Short Duration Fund (G) Review

LIC MF Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 5.4% over a period of 4 years. The fund was previously known as LIC MF Short Term Debt Reg Gr. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Marzban Irani, Pratik Shroff, Sanjay Pawar.

Nav of LIC MF Short Duration Fund (G) as of 12/7/2023 is ₹12.92 with the total AUM as of 12/8/2023 is ₹123.661. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Short Duration Fund (G) was launched on Feb 01, 2019. The category risk of the fund is Moderate Risk.

The minimum SIP amount for LIC MF Short 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 Short 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 Short Duration Debt B-II TR INR.

LIC MF Short Duration Fund (G) is rated as a 0 fund in Debt and delivered 5.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Short Duration Fund (G).

Frequently Asked Questions

What is LIC MF Short Duration Fund (G)?

LIC MF Short Duration Fund (G) is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in LIC MF Short Duration Fund (G)?

You can invest in LIC MF Short 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 Short Duration Fund (G)?

The minimum sip amount for LIC MF Short Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is LIC MF Short Duration Fund (G) good to invest in?

As per Scripbox experts, LIC MF Short Duration Fund (G) is a Not Reviewed Yet fund. You can investLIC MF Short 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 Short Duration Fund (G)?

The expense ratio of the LIC MF Short Duration Fund (G) is 1.33% for regular plan.