How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.27 | 7.62 | 10.79 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.55 | 7.61 | 10.26 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF Low Duration Fund(M-IDCW) | 7.83% | 6.31% | 6.52% |
ICICI Pru Savings Fund(M-IDCW Payout) | 0.02% | 0.07% | 0.11% |
HDFC Low Duration Fund(M-IDCW Reinv) | 0.06% | 0.08% | 0.09% |
SBI Magnum Low Duration Fund(W-IDCW Payout) | 7.92% | 6.46% | 2.36% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
3.94 %
Holdings
3.26 %
Holdings
3.22 %
LIC Mutual Fund was established on 20th April 1989 by LIC of India. Its current Asset under Management (AUM) surpasses Rs.14 crore.
No.of Schemes
34
Total AUM
₹ 27,663.59 Cr.
Rahul Singh
AUM: ₹12,079.29 Cr.
|
Exp: —
B.Sc, PGDM (MBA)
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%