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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 204.18 Cr As on 30-09-2025(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.

73.0777

7.84%

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 2.22
Sharpe Ratio -0.32
Alpha -0.65
Beta 1.12
Yield to Maturity 6.96
Average Maturity 10.46

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 6.72 8.28 7.76 5.17 6.23
Franklin India Medium to Long Duration Fund - Growth 24-09-2024 7.66 - - - -
ICICI Prudential Bond Fund - Growth 05-08-2008 7.46 8.5 8.07 5.84 7.17
JM Medium to Long Duration Fund (Regular) - Growth Option 01-04-1995 7.21 8.18 7.54 4.68 3.98
SBI Magnum Income Fund-Regular Plan-Growth 25-11-1998 6.43 7.66 7.59 5.69 7.36
UTI Medium to Long Duration Fund- Regular Plan - Growth 17-05-1998 6.36 7.89 7.35 8.01 5.43
HDFC Income Fund - Growth Option 01-09-2000 6.06 8.2 7.26 4.82 5.89
HSBC Medium to Long Duration Fund - Regular Growth 10-12-2002 6.06 7.53 6.75 4.28 5.62
Kotak Bond Fund - Regular Plan Growth 25-11-1999 5.97 7.91 7.2 5.23 6.5
Aditya Birla Sun Life Income Fund - Growth - Regular Plan 05-10-1995 5.9 7.87 7.24 5.5 6.87

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

100.01%

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