Formerly LIC MF Short Term Debt Reg Gr
₹ 13.2527
NAV (Apr 18)
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.2527
NAV (Apr 18)
Last 1Y | 6.2% |
Last 3Y | 4.2% |
Last 5Y | 5.4% |
Last 10Y | NA |
Since Inception | 5.6% |
6 Month CAGR | 3.5% |
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 | 84.581 |
ISIN | INF767K01PT2 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.2 |
Standard Deviation (5yr) | 1.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.156 |
Sharpe Ratio (5yr) | 0.143 |
YTM | 7.55 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
LIC MF Short Duration Fund (Growth) | 8,34,080 | 1,01,468 | 5.4% | |
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.
bajaj finance limited
12.1%small industries development bank of india
12.1%karnataka (government of) 7.45%
11.9%export-import bank of india 7.45%
11.9%net receivables / (payables)
9.6%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
LIC Mutual Fund Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
4.6% | 7.7% | ||
4.6% | 6.6% | ||
4.6% | 6.6% | ||
15.4% | 5.9% | ||
32.3% | 8.9% |
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 4/18/2024 is ₹13.25 with the total AUM as of 4/19/2024 is ₹84.581. 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 6.2% 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).
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 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.