- Mutual Funds
- LIC Mutual Fund
- LIC MF Short Duration Fund (Growth)
Formerly LIC MF Short Term Debt Reg Gr
LIC MF Short Duration Fund (Growth)
₹ 12.9232
NAV (Dec 07)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF Short Duration Fund (Growth) | NaN | NaN | % | |
| 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
7.37% govt stock 2028
12.3%7.18% govt stock 2033
8.2%rec limited
8.2%power finance corporation ltd.
8.2%national bank for agriculture and rural development
8.1%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,945 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
LIC Mutual Fund Asset Management Limited
| Fund Name | Scripbox 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)?
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.