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DebtMedium to Long Duration FundDirect · Growth

LIC MF Medium to Long Duration Fund-Direct Plan-Growth

LIC · Scheme 120279

82.49 0.08%NAV · 2026-09-18
58
Decent FundScore
Start SIP
AUM
₹176 cr
Expense ratio
0.22%
3Y CAGR
7.7%
Risk level
Low to Moderate
Min SIP
₹200
Benchmark
CRISIL Medium to Long Duration Debt Index
Fund manager: Marzban IraniExit load: Exit load of 0.25% if redeemed within 15 days.
Decent · 58/100

A solid option with a few areas worth a closer look.

🎯 Suited to short-to-medium horizons and investors wanting stability over growth.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 6%.
  • Low volatility (3% a year) — a steady, low-drama ride.
  • Low cost — 0.22% expense ratio means more of the return stays with you.
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe 0.27) — took on risk without enough payoff.
  • 3Y CAGR: +7.7%
  • 5Y CAGR: +6.4%

FundScore breakdown

58/100 · Decent
How it works →
31
Returns
Weak
66
Consistency
Decent
27
Risk-adjusted
Weak
100
Downside protection
Excellent
84
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.