Scheme Profile

LIC MF Short Duration Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
209
Inception Date
01-02-2019
Category
Debt - Short Duration Fund

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 5000
  • 52 Week High / Low ()
  • 14.4739 (07-May-2025) / 13.3224 (13-May-2024)
  • Incremental Investment ()
  • 500
  • NAV ()
  • 14.46 ( 0.00) ( -0.01 %)
  • Benchmark
  • CRISIL Short Duration Debt A-II Index
  • Fund Manager
  • Marzban Irani
  • Value of () 1,00,000 since inception
  • 1,42,582
  • Entry Load
  • Nil
  • Exit Load
  • Nil
  • Expense Ratio (%)
  • 1.08
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 0.00 times
  • Portfolio P/B
  • 0.00 times
  • Average Maturity
  • 3.15 years
  • Yield To Maturity
  • 7.14 %
  • Modified Duration
  • 2.7 years
  • Turnover Ratio (%)
  • 0

Risk Factors

  • Jenson's Alpha
  • -0.25
  • Standard Deviation
  • 0.36
  • Beta
  • 0.04
  • Sharpe
  • 0.00
  • R-Squared
  • 0.00
  • Treynor Factor
  • 1.47

NAV Movement

AUM Growth ( Cr.)

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception
  • CRISIL Short Duration Debt A-II Index
  • -

Company Top 5 Holdings

  [ As on 30 Apr 2025 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • GSEC
  • Govt. Securities
  • 20,00,000
  • 9.53
  • GSEC
  • Govt. Securities
  • 10,00,000
  • 4.95
  • Power Fin.Corpn.
  • Corporate Debts
  • 1,000
  • 4.91
  • N A B A R D
  • Corporate Debts
  • 1,000
  • 4.90
  • Power Grid Corpn
  • Corporate Debts
  • 50
  • 2.64

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 3.54 11.25 0 1.21 209.15
2024 7.42 7.28 0 8.12 113.13
2023 6.19 6.35 0 18.10 131.21
2022 2.09 4.09 0 2.80 113.85
2021 2.66 3.99 0 21.69 284.93
2020 8.26 8.33 0 15.60 661.23
2019 6.21 6.32 0 13.79 234.20

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Mar-2025 2.10 2.10 0 -1.39 110.64
Dec-2024 1.37 1.46 0 -7.27 113.13
Sep-2024 2.33 2.23 0 6.07 111.33
Jun-2024 1.54 1.53 0 6.78 98.59

Peer Comparison

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Asset Allocation

Sector Allocation

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