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DebtShort Duration FundDirect · Growth

LIC MF Short Duration Fund-Direct Plan-Growth

LIC · Scheme 145954

16.63 0.04%NAV · 2026-08-05
59
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.7%
Risk level
Low
Min SIP
Benchmark
CRISIL Short Duration Debt Index

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.24%
3 Months+2.44%
6 Months+3.37%
1 Year+5.54%
3 Years (CAGR)+7.68%
5 Years (CAGR)+6.37%
10 Years (CAGR)
Since Launch+7.03%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns30
Consistency66
Risk-adjusted37
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 1.2%
  • Volatility: 1% annualised
  • Max drawdown: -2%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.7%
  • 5Y CAGR: +6.4%
  • Beat category: beat category in 30% of windows
  • Sharpe ratio: 0.44

Risk metrics

Sharpe ratio
0.44
Sortino ratio
0.55
Volatility
1.35%
Max drawdown
-2.28%
Downside capture

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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