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  • 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

13.3731

NAV (May 24)

4.2%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in short term mutual funds.

Short term 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.

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 ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

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

13.3731

NAV (May 24)

Fund Returns

Last 1Y
6.1%
Last 3Y
4.2%
Last 5Y
5.4%
Last 10Y
NA
Since Inception
5.6%
6 Month CAGR
3.8%

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 (5y ago)
Feb 01, 2019
AUM in Crores
110.790
ISIN
INF767K01PT2
Lock-in
No Lock-in
Benchmark
CRISIL Short Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.1
Standard Deviation (5yr)
1.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-1.39
Sharpe Ratio (5yr)
0.141
YTM
7.47
Fund Managers

Pratik Shroff

Fund Manager

Marzban Irani

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
LIC MF Short Duration Fund (Growth)70%8,34,080 1,01,4685.4%
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 2024-05-24

Top Debt Holdings

bajaj finance limited

9.3%
9.3%

small industries development bank of india

9.3%
9.3%

export-import bank of india 7.45%

9.2%
9.2%

7.1% govt stock 2029

9.1%
9.1%

treps

7.4%
7.4%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,779 cr

₹ 4,984 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 27,407 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
phone-img022-66016000
Fund NameScripbox Opinion
Till Date CAGR

4.7%

7.7%

4.7%

6.6%

4.7%

6.6%

13.4%

5.7%

36.6%

9.9%

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 5.6% over a period of 5 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.

Nav of LIC MF Short Duration Fund (G) as of 5/24/2024 is ₹13.37 with the total AUM as of 5/26/2024 is ₹110.79. 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 TR INR.

LIC MF Short Duration Fund (G) is rated as a 1 fund in Debt and delivered 6.1% 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 Recommended 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.