Mutual Funds

LIC MF Medium to Long Duration Fund-Regular Plan-IDCW

LIC Mutual FundMedium-Long DurationLow Risk
₹16.58-0.01 (-0.04%)

NAV as on 2026-07-17 · Debt · Medium-Long Duration

AUM

₹177 Cr

1Y Return

+3.8%

3Y CAGR

+6.6%

5Y CAGR

+5.7%

Expense

0.61%

Risk

Low

LIC MF Medium to Long Duration Fund-Regular Plan-IDCW
₹16.58-0.04%

1Y Return

+3.8%

3Y CAGR

+6.6%

5Y CAGR

+5.7%

Since Inception

+2.3%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹15.78
₹16.62

94% from 52W low

Fund Information

Medium-Long DurationDebtSince 03-04-2006

Fund House

LIC Mutual Fund

Category

Debt - Medium-Long Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash8.0%
Other0.3%

Market Cap Split

Top Holdings

20 stocks
Weight1M Change
1

6.48% Govt Stock 2035

25.73%0.0%
2

6.9% Govt Stock 2065

24.18%0.0%
3

7.77% Gujarat Sdl 2031

22.30%-11.1%
4

TREPS (Cash)

21.87%0.0%
5

7.3% Govt Stock 2053

21.11%0.0%
6

HDFC Bank Limited

15.21%0.0%
7

Small Industries Development Bank Of India

11.09%0.0%
8

Jamnagar Utilities & Power Private Limited

10.76%0.0%
9

Power Finance Corporation Limited

10.74%0.0%
10

Indian Railway Finance Corporation Limited

8.33%0.0%

Risk Metrics (3Y)

Sharpe Ratio

0.10

Cat avg: 0.11

Sortino Ratio

0.15

Cat avg: 0.22

Beta

1.06

Cat avg: 1.00

Std Deviation

2.64%

Cat avg: 2.63%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
LIC MF Medium to Long Dur IDCW-P1770.61+3.8%+6.6%+5.7%
SBI Medium to Long Dur IDCW-R2,0551.49+3.8%+6.4%+5.8%
ICICI Pru Bond Bns2,0020.81+2.0%+7.1%-
Kotak Bond Reg Qtrly IDCW-P1,8071.65+5.9%+8.9%+5.5%
Aditya BSL Income Reg IDCW-P1,7870.93+2.6%+5.6%+5.2%
HDFC Income Qt IDCW-P8331.40+2.2%+6.0%+4.9%
Bandhan Medium to Lg Dur Reg HY IDCWP4311.68+4.6%+5.8%+4.7%
Nippon India Mdm to Lg Dur Ann IDCW-P3611.29+3.3%+5.7%+5.3%
UTI Medium to Long Dur Ann Reg IDCW-P3041.66+1.2%+5.3%+7.8%
LIC MF Medium to Long Dur IDCW-R1770.61+3.8%+6.6%+5.7%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹177 Cr
Expense Ratio0.61%
Volatility (3Y)2.6%
Sharpe Ratio0.10
Sortino Ratio0.15
Beta1.06
Min SIP₹500
Min Lumpsum₹5,000
Holdings19

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.