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Short Duration📊 NIFTY Short Duration Debt Index(SEBI default)

LIC MF Short Duration Fund · Regular · Growth

LIC Mutual Fund

#19 of 28 (1Y)

NAV

₹15.2855

as of 17 Jun 2026

Expense Ratio

1.16%

AUM

₹226 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+4.57%
3Y
+6.56%
5Y
+5.26%
Since Inception
+5.92%

SIP returns (XIRR)

1Y
+5.15%
3Y
+6.42%
5Y
+6.10%
Since Inception
+5.70%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹44,000

Invested

₹54,158

Value today

5.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

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1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,525

Value today

5.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹4,40,000

Withdrawn

₹9,83,630

Corpus left

+₹4,23,630 net gain — withdrew ₹4,40,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,41,443

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,41,443 — a 1.4× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.08

Sharpe Ratio

Alpha

Beta

0.09

Sortino

1.21%

Std Dev

-0.83%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseLIC Mutual Fund
CategoryShort Duration
BenchmarkNIFTY Short Duration Debt Index
Launch Date01 Feb 2019
AMFI Code145952
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

LIC MF Short Duration Fund · Regular · Growth by LIC Mutual Fund is a Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Short Duration category.

About This Fund

LIC MF Short Duration Fund · Regular · Growth is a Short Duration mutual fund offered by LIC Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹226 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Short Duration Debt Index. The current expense ratio is 1.16%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations