LIC MF Low Duration Fund
Direct · Growth ₹45.85
21 Jul 2026
NAV
7.0%
3Y CAGR
6.7%
5Y CAGR
6.9%
10Y CAGR
6.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.29
Sharpe
-6.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.41 L | 7.2% | -5.7% | 10.6% |
| 3 Years | ₹36.00 L | ₹39.81 L | 6.9% | 3.0% | 9.4% |
| 5 Years | ₹60.00 L | ₹70.38 L | 6.5% | 5.0% | 8.5% |
| 7 Years | ₹84.00 L | ₹1.05 Cr | 6.4% | 5.5% | 7.5% |
| 10 Years | ₹1.20 Cr | ₹1.65 Cr | 6.4% | 6.2% | 6.6% |
| 12 Years | ₹1.44 Cr | ₹2.16 Cr | 6.7% | 6.5% | 6.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.2% | 7.2% |
| 3 Years | 6.9% | 7.1% |
| 5 Years | 6.5% | 6.7% |
| 7 Years | 6.4% | 6.6% |
| 10 Years | 6.4% | 6.6% |
| 12 Years | 6.7% | 6.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.2% | 7.6% | 1.1% | 11.2% | 0.37 | 0.59 | 100% | — | — |
| 3 Years | 7.0% | 6.5% | 4.6% | 9.5% | 0.34 | 0.73 | 100% | — | — |
| 5 Years | 6.7% | 6.3% | 5.4% | 8.7% | 0.22 | 0.46 | 100% | — | — |
| 10 Years | 6.9% | 6.9% | 6.5% | 7.2% | 2.29 | — | 100% | — | — |
-6.2%
Max Drawdown
1 mo
Drawdown Duration
5 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
1.17
1Y
1.12
3Y
1.09
5Y
1.08
7Y
1.11
10Y
1.15
12Y