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.

75.5945

7.71%

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 4.94 5.79 6.42 5.53 5.81
FranklIn India Medium To Long Duration Fund - Growth 24-09-2024 5.47 - - - -
ICICI Prudential Medium to Long Term Fund - Regular Plan - Growth 05-08-2008 5.38 6.19 6.88 6.0 6.69
Kotak Medium to Long Term Fund - Regular Plan Growth 25-11-1999 5.09 5.19 6.18 5.18 5.86
SBI Medium To Long Duration Fund-Regular Plan-Growth 25-11-1998 4.82 5.46 6.2 5.54 6.86
HDFC Medium to Long Term Fund - Regular Plan - Growth Option 01-09-2000 4.78 5.2 6.27 4.96 5.15
Nippon India Medium to Long Term Fund - Growth Plan Growth Option 01-01-1998 4.74 4.74 5.84 5.25 6.07
UTI Medium to Long Term Fund- Regular Plan - Growth 17-05-1998 4.37 5.23 5.96 8.19 4.93
Aditya Birla Sun Life Income Fund - Growth - Regular Plan 05-10-1995 4.04 4.85 5.8 5.19 6.19
HSBC Medium to Long Term Fund - Regular Growth 10-12-2002 3.9 4.78 5.63 4.39 5.12

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%

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