LIC MF Medium to Long Duration Fund-Regular Plan-Growth
Fund House: LIC Mutual Fund| Category: Debt: Medium to Long Duration |
| Launch Date: 19-06-1999 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Medium to Long Duration Debt A-III Index |
| TER: 1.22% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 199.4 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: - | Exit Load: 0.25% if redeemed or switched out on or before completion of 15 days from the date of allotment of units, No Exit Load is payable if units are redeemed/switched-out after 15 days from the date of allotment. |
73.4282
0.1 (0.1335%)
7.79%
Benchmark: 7.56%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 5 Months
16 Years 9 Months
19 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
LIC MF Medium to Long Duration Bond Fund is an open-ended debt scheme which will endeavor to generate an attractive return for its investors by investing in a portfolio is between 4 years and 7 years. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 6.89 |
| Average Maturity | 9.12 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| LIC MF Medium to Long Duration Fund-Regular Plan-Growth | 19-06-1999 | 6.01 | 7.58 | 7.06 | 5.17 | 6.29 |
| Franklin India Medium to Long Duration Fund - Growth | 24-09-2024 | 6.47 | - | - | - | - |
| JM Medium to Long Duration Fund (Regular) - Growth Option | 01-04-1995 | 6.46 | 7.12 | 6.86 | 4.67 | 4.15 |
| ICICI Prudential Bond Fund - Growth | 05-08-2008 | 6.37 | 7.42 | 7.46 | 5.7 | 7.15 |
| SBI Medium to Long Duration Fund-REGULAR PLAN-Growth | 25-11-1998 | 5.69 | 6.85 | 6.85 | 5.52 | 7.39 |
| UTI Medium to Long Duration Fund- Regular Plan - Growth | 17-05-1998 | 5.33 | 6.83 | 6.59 | 7.93 | 5.47 |
| HDFC Income Fund - Growth Option | 01-09-2000 | 5.27 | 6.99 | 6.65 | 4.62 | 5.98 |
| HSBC Medium to Long Duration Fund - Regular Growth | 10-12-2002 | 5.16 | 6.33 | 6.02 | 4.1 | 5.65 |
| Kotak Bond Fund - Regular Plan Growth | 25-11-1999 | 5.02 | 6.59 | 6.6 | 4.82 | 6.6 |
| Aditya Birla Sun Life Income Fund - Growth - Regular Plan | 05-10-1995 | 4.85 | 6.54 | 6.48 | 5.22 | 6.98 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 4 - 7 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.98%
Scheme Documents
There are no scheme documents available
