Scheme Profile

LIC MF Gilt Fund - PF Plan (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
92
Inception Date
29-12-2003
Category
Debt - Gilt Fund

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 10000
  • 52 Week High / Low ()
  • 35.0435 (05-May-2025) / 31.5469 (08-May-2024)
  • Incremental Investment ()
  • 500
  • NAV ()
  • 34.95 ( -0.10) ( -0.28 %)
  • Benchmark
  • Nifty All Duration G-Sec Index
  • Fund Manager
  • Marzban Irani
  • Value of () 1,00,000 since inception
  • 3,46,548
  • Entry Load
  • Nil
  • Exit Load
  • 0.25% - If exit within 30 days from the date of allotment. Nil - If exit above 30 days from the date of allotment.
  • Expense Ratio (%)
  • 1.83
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 0.00 times
  • Portfolio P/B
  • 0.00 times
  • Average Maturity
  • 28.56 years
  • Yield To Maturity
  • 7 %
  • Modified Duration
  • 11.04 years
  • Turnover Ratio (%)
  • 2.09

Risk Factors

  • Jenson's Alpha
  • 0.34
  • Standard Deviation
  • 0.74
  • Beta
  • 0.10
  • Sharpe
  • 0.37
  • R-Squared
  • 0.00
  • Treynor Factor
  • 0.62

NAV Movement

AUM Growth ( Cr.)

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception
  • Nifty All Duration G-Sec Index
  • -

Company Top 5 Holdings

  [ As on 30 Apr 2025 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • GSEC
  • Govt. Securities
  • 27,50,000
  • 31.96
  • GSEC
  • Govt. Securities
  • 15,00,000
  • 16.52
  • GSEC
  • Govt. Securities
  • 12,50,000
  • 14.76
  • GSEC
  • Govt. Securities
  • 10,00,000
  • 11.62
  • GSEC
  • Govt. Securities
  • 5,00,000
  • 5.69

Sector Top 5 Holdings

More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • No Data Found

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 5.19 5.11 0 2.72 92.41
2024 8.74 9.25 0 8.12 101.44
2023 6.24 6.77 0 18.10 45.61
2022 1.80 2.62 0 2.80 46.78
2021 1.73 2.35 0 21.69 72.05
2020 10.78 10.21 0 15.60 65.43
2019 11.50 10.94 0 13.79 67.12
2018 7.62 6.32 0 6.67 36.96
2017 -0.08 1.54 0 28.06 80.52
2016 14.43 15.05 0 1.78 171.82

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Mar-2025 2.96 2.89 0 -1.39 86.83
Dec-2024 0.23 0.41 0 -7.27 101.44
Sep-2024 3.23 3.31 0 6.07 88.89
Jun-2024 2.03 2.17 0 6.78 69.05

Peer Comparison

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Asset Allocation

Sector Allocation

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