Comprehensive analysis of LIC MF Short Duration Fund - Direct (IDCW-W) (44272) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
LIC Mutual Fund Asset Mgmt Ltd
The primary investment objective of the scheme is to generate returns commensurate with risk from a portfolio constituted of Debt securities and/or Money Market instruments. However there can be no assurance that the investment objective of the scheme will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Good Returns
Moderate Risk
Low Expense Ratio
Debt Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Recent performance momentum
Fund management costs
Risk-adjusted returns
Historical performance consistency
Fund manager experience
Assets under management
Market exposure level
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC | Govt. Securities | 15.08% |
| GSEC | Govt. Securities | 9.49% |
| S I D B I | Debt Others | 9.35% |
| Angel One Ltd | Securities/Commodities Trading Services | 8.88% |
| Aditya Birla Hsg | Debt Others | 6.21% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 6.01% |
| TREPS | Debt Others | 4.59% |
| Tata Capital | Debt Others | 3.18% |
| Nuclear Power Co | Debt Others | 3.17% |
| E X I M Bank | Debt Others | 3.14% |
Compare against Short Duration Fund category average
This comparison shows how the fund performs relative to the Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Short Duration Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Invesco India Short Duration Fund - Direct (G) | ₹3981.01 | 0.87% | 4.71% | 8.59% |
| Invesco India Short Duration Fund (G) | ₹3602.08 | 0.70% | 4.35% | 7.89% |
| Invesco India Short Duration Fund - Plan B (G) | ₹3582.93 | 0.66% | 4.28% | 7.73% |
| Invesco India Short Duration Fund - Direct (Disc) | ₹2808.60 | 0.87% | 4.71% | 8.59% |
| Invesco India Short Duration Fund (Discretionary) | ₹2686.98 | 0.70% | 4.35% | 7.89% |
| Invesco India Short Duration Fund - Direct (IDCW-M) | ₹2619.66 | 0.87% | 4.71% | 8.59% |
| Groww Short Duration Fund - Direct (G) | ₹2418.10 | 0.95% | 4.85% | 8.61% |
| Invesco India Short Duration Fund - Plan B (IDCW-M) | ₹2346.96 | 0.66% | 4.34% | 7.81% |
| Groww Short Duration Fund (G) | ₹2103.83 | 0.77% | 4.48% | 7.59% |
| TRUSTMF Short Duration Fund - Direct (G) | ₹1290.12 | 0.92% | 4.73% | 8.53% |
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