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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.21 | 7.13 | 4.20 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 7.19 | 2.89 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Medium to long duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 7 years. They have lower maturity than long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF Medium to Long Duration Fund(Q-IDCW) | 10.85% | — | 33.58% |
ICICI Pru Bond Fund(H-IDCW) | 1.15% | 0.65% | 0.85% |
Aditya Birla SL Income Fund(IDCW-Reinv) | 2.60% | -0.77% | 2.61% |
Kotak Bond Fund(IDCW) | 10.22% | 6.57% | 1.98% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
23.14 %
Holdings
19.92 %
Holdings
14.70 %
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
₹ 30,195.25 Cr.
Marzban Irani
AUM: ₹2,235.77 Cr.
|
Exp: 13yrs
Pratik Shroff
AUM: ₹3,594.95 Cr.
|
Exp: 16yrs
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%