Debt Scheme - Low Duration FundLIC Mutual Fund

LIC MF Low Duration Fund-Regular Plan-Growth

₹41.2584▲ 0.0462 (0.11%)

Scheme Type

Open Ended Schemes

NAV History

+10.01%

365 data points · Period: 1Y

Returns

CAGR

+0.11%

+0.31%

+1.09%

+5.90%

+6.46%

+5.62%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,001

+10.0%

3Y Ago

₹12,929

+29.3%

5Y Ago

₹15,088

+50.9%

Past performance ≠ future results

Fund Analytics

Score: 64.7 / 100

Performance

Total Returns

Simple return over period

+6.02%

CAGR

Compound annual growth rate

+6.02%

Growth of ₹10K

Hypothetical investment value

₹10,602

SIP XIRR

SIP internal rate of return

+5.00%

Risk

Volatility (Ann.)

Std deviation of returns

0.46%LOW

Max Drawdown

Worst peak-to-trough

-0.08%

Sharpe Ratio

Risk-adjusted return

0.04POOR

Sortino Ratio

Downside risk-adjusted return

0.08POOR

Benchmark

Beta

Market sensitivity

0.01DEF

Alpha

Excess return vs benchmark

+0.07%

Tracking Error

Deviation from benchmark

11.90%

Information Ratio

Alpha per unit tracking error

0.01

Treynor Ratio

Return per unit systematic risk

2.09

Capture

Upside Capture

Participation in market gains

5.20%

Downside Capture

Participation in market losses

-3.35%

Rolling Returns

1Y Rolling CAGR

Avg 5.9% (2.9% – 8.1%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+6.0%+0.1%

+0.1%

3Y+6.6%+12.2%

+0.6%

5Y+5.5%+11.0%

-0.5%

Beta

1Y: 0.013Y: 0.015Y: 0.00

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹79,949

Total Value

₹3,79,949

*Based on historical CAGR. Projections are illustrative, not guaranteed