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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.37 | 7.29 | 6.69 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.54 | 5.83 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF Short Duration Fund(W-IDCW) | 8.81% | 3.49% | 3.25% |
ICICI Pru Short Term Fund(M-IDCW Payout) | 0.02% | 0.03% | 0.50% |
Kotak Bond Short Term Fund(IDCW) | 8.89% | 4.84% | 6.76% |
HDFC Short Term Debt Fund(IDCW-Reinv) | 1.17% | 2.36% | 6.43% |
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
17.92 %
Holdings
9.83 %
Holdings
4.88 %
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
₹ 30,306.02 Cr.
Marzban Irani
AUM: ₹2,236.47 Cr.
|
Exp: 13yrs
Pratik Shroff
AUM: ₹3,564.38 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%