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  • LIC MF Short Term Debt Fund (Growth)
LIC Mutual Fund

LIC MF Short Term Debt Fund (Growth)

DebtShort Term

11.9704

NAV (Jun 27)

5.4%
Till Date CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

However, Scripbox does not recommend investing in short term mutual funds.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

158 Cr. Small within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

Scripbox Recommended Debt Funds

Want the ultra short term 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

11.9704

NAV (Jun 27)

Fund Returns

Last 1Y

1.2%

Last 3Y

4.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

5.4%

6 Month CAGR

-0.1%

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

1.44

Launched (3y ago)

Feb 01, 2019

AUM in Crores

157.288

ISIN

INF767K01PT2

Lock-in

No Lock-in

Benchmark

CRISIL Short Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sanjay Pawar

Fund Manager

Marzban Irani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-06-27

Top Debt Holdings

treps

15.6%
15.6%

7.35 6/22/2024 12:00:00 am

13.3%
13.3%

national bank for agriculture and rural development

10%
10%

larsen and toubro limited

9.7%
9.7%

small industries development bank of india

9.5%
9.5%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 14,998 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 24 equity,40 debt and 35 hybrid funds.

amc-img

  • 022-66016000
  • cs.co@licmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.8%

    5.4%

    6.6%

    7.8%

    4.1%

    6.9%

    3.6%

    5.4%

    3.6%

    5.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    LIC MF Short Term Debt Fund (G) Review

    LIC MF Short Term Debt Fund (G) is a Short Term Debt fund and has delivered an annualised return of 5.4% over a period of 3 years. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Marzban Irani, Sanjay Pawar.

    Nav of LIC MF Short Term Debt Fund (G) as of 6/27/2022 is ₹11.97 with the total AUM as of 6/28/2022 is ₹157.288. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Short Term Debt Fund (G) was launched on Feb 01, 2019. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for LIC MF Short Term Debt 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 Term Debt 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 Fund TR INR.

    LIC MF Short Term Debt Fund (G) is rated as a 3 fund in Debt and delivered 1.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Short Term Debt Fund (G).

    Frequently Asked Questions

    What is LIC MF Short Term Debt Fund (G)?

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

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

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

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

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

    As per Scripbox experts, LIC MF Short Term Debt Fund (G) is a Neutral fund. You can investLIC MF Short Term Debt 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 Term Debt Fund (G)?

    The expense ratio of the LIC MF Short Term Debt Fund (G) is 1.44% for regular plan.