LIC MF Short Duration Fund
Direct · Growth ₹16.66
18 Aug 2026
NAV
6.2%
3Y CAGR
6.3%
5Y CAGR
6.5%
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.
-1.36
Sharpe
-2.3%
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.
0.36%
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 | ₹12.39 L | 6.7% | 0.4% | 12.8% |
| 3 Years | ₹36.00 L | ₹39.37 L | 6.2% | 3.6% | 9.2% |
| 5 Years | ₹60.00 L | ₹70.83 L | 6.7% | 5.6% | 7.5% |
| 7 Years | ₹84.00 L | ₹1.06 Cr | 6.7% | 6.3% | 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 | 6.7% | 7.5% |
| 3 Years | 6.2% | 7.5% |
| 5 Years | 6.7% | 7.1% |
| 7 Years | 6.7% | 7.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.8% | 7.2% | 1.8% | 11.2% | 0.10 | 0.14 | 100% | — | — |
| 3 Years | 6.2% | 5.9% | 4.3% | 8.2% | -0.25 | -0.30 | 100% | — | — |
| 5 Years | 6.3% | 6.3% | 6.0% | 6.8% | -1.36 | -0.80 | 100% | — | — |
-2.3%
Max Drawdown
1 mo
Drawdown Duration
1 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
2.97
1Y
2.72
3Y
2.76
5Y
2.98
7Y