LIC MF Medium to Long Duration Fund-Reg (IDCW-A) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of LIC MF Medium to Long Duration Fund-Reg (IDCW-A) (44265) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
LIC MF Medium to Long Duration Fund-Reg (IDCW-A)
LIC Mutual Fund Asset Mgmt Ltd
To generate attractive returns for our investors by investing in quality debt securities and money market instruments
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Moderate Expenses
Portfolio Mix
Debt Focused
Management
Established Team
Quality Score
Below Average
LIC MF Medium to Long Duration Fund-Reg (IDCW-A) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Fund Size
Assets under management
Equity Exposure
Market exposure level
Investment Timing Insights
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC | Govt. Securities | 21.37% |
| Maharashtra | Govt. Securities | 15.87% |
| Gujarat | Govt. Securities | 13.05% |
| GSEC | Govt. Securities | 11.02% |
| MAHARASHTRA | Govt. Securities | 7.95% |
| Maharashtra | Govt. Securities | 6.56% |
| HDFC Bank Ltd | Banks - Private Sector | 5.52% |
| Jamnagar Utiliti | Debt Others | 5.21% |
| Net CA & Others | Debt Others | 5.02% |
| Maharashtra 6.72 | Govt. Securities | 4.85% |
Compare against Medium to Long Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Medium to Long Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium to Long Duration Fund category
LIC MF Medium to Long Duration Fund-Reg (IDCW-A) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Aditya Birla SL Income Fund - Dir (G) | ₹137.06 | -1.41% | 3.10% | 6.17% |
| Aditya Birla SL Income Fund (G) | ₹126.94 | -1.54% | 2.86% | 5.71% |
| Nippon India Medium to Long Duration Fund - Dir (G) | ₹101.40 | -1.47% | 2.79% | 5.88% |
| Nippon India Medium to Long Duration Fund - (G) | ₹90.45 | -1.69% | 2.36% | 4.99% |
| Kotak Bond Fund - Direct (G) | ₹87.52 | -1.22% | 3.40% | 6.55% |
| UTI-Medium to Long Duration Fund - Direct (G) | ₹80.94 | -1.18% | 3.41% | 6.77% |
| LIC MF Medium to Long Duration Fund-Dir (G) | ₹79.09 | -1.26% | 3.89% | 7.72% |
Category Average Returns
Pratik Harish Shroff
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.