LIC MF Medium to Long Term 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: 0.61% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 175.61 Cr As on 31-07-2026(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.

75.6667

7.72%

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:  

RETURNS ANALYSIS

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 6.95
Average Maturity 11.57

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 Term Fund-Regular Plan-Growth 19-06-1999 4.75 5.81 6.48 5.53 5.81
FranklIn India Medium To Long Duration Fund - Growth 24-09-2024 5.15 - - - -
ICICI Prudential Medium to Long Term Fund - Regular Plan - Growth 05-08-2008 5.04 6.18 6.92 5.91 6.69
SBI Medium To Long Duration Fund-Regular Plan-Growth 25-11-1998 4.54 5.51 6.27 5.54 6.88
Kotak Medium to Long Term Fund - Regular Plan Growth 25-11-1999 4.53 5.13 6.22 5.13 5.87
Nippon India Medium to Long Term Fund - Growth Plan Growth Option 01-01-1998 4.22 4.69 5.86 5.14 6.08
HDFC Medium to Long Term Fund - Regular Plan - Growth Option 01-09-2000 4.15 5.19 6.33 4.9 5.16
UTI Medium to Long Term Fund- Regular Plan - Growth 17-05-1998 3.97 5.17 6.03 8.17 4.95
Aditya Birla Sun Life Medium to Long Term Fund - Regular Plan - Growth 05-10-1995 3.76 4.81 5.86 5.12 6.2
JM Medium to Long Term Fund - Regular Plan - Growth Option 01-04-1995 3.71 5.43 6.29 4.86 3.92

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 4 - 7 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Feedback
Notification