Widely used:
Analyst’s Choice
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Clear AllValue Research Rating
Analyst’s Choice
Riskometer
Moderate
₹77.6310 0.17%
As on 21-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
LIC MF Medium to Long Duration Fund - Direct Plan
|
|
|
Moderate
|
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0.21 |
|
 |
|
Moderate
|
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0.62 |
||
|
|
Moderately High
|
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0.77 |
||
|
|
Moderate
|
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0.74 |
||
|
|
Moderate
|
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0.70 |
₹191 Cr
0.25 (15)
5,000
500
200
30
Investment Strategy
The scheme endevours to generate attractive return by investing predominantly in quality debt and money market securities. The scheme may also take a 20 per cent exposure to equity.
Suitability
"Medium to Long Duration debt funds invest mainly in bonds maturing in four to seven years. They aim to earn better returns than bank fixed deposits of a similar duration. The risk of incurring a loss in these funds over the said time frame is low, but they may experience some degree of volatility in response to changes in interest rates.
Retail investors can avoid these funds altogether. We believe that Short Duration funds are a better alternative for the fixed-income allocation in an investor’s portfolio.
We also believe that investors with an investment horizon of more than three years may consider investing some portion of their money in equity funds to earn higher returns. They witness more severe ups and downs than debt funds but the possibility of incurring a loss reduces with an increase in one’s investment horizon."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
LIC MF Medium to Long Duration Bond Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between four to seven years.
Mutual funds can be bought directly from the website of the fund house. For instance, LIC MF Medium to Long Duration Fund - Direct Plan fund can be purchased from the website of LIC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of LIC MF Medium to Long Duration Fund - Direct Plan is ₹77.6310 as of 22-Apr-2025.
The AUM of LIC MF Medium to Long Duration Fund - Direct Plan Fund is ₹191 Cr as of 31-Mar-2025
The riskometer level of LIC MF Medium to Long Duration Fund - Direct Plan is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
Maharashtra State SDL 7.70 08/03/2033 |
22.06
|
|
GOI Sec 7.10 08/04/2034 |
20.40
|
|
Gujarat State SDL 7.80 20/07/2032 |
13.94
|
|
Maharashtra State SDL 7.64 28/09/2032 |
8.18
|
|
Maharashtra State SDL 7.71 08/11/2033 |
7.08
|
As of 31-Mar-2025, LIC MF Medium to Long Duration Fund - Direct Plan had invested 99.71% in Debt and 0.29% in Cash & Cash Eq. See More
LIC MF Medium to Long Duration Fund - Direct Plan is 12 years 3 months old. It has delivered 7.39% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
12.17%
|
8.67%
|
6.58%
|
7.46%
|
7.07%
|
7.39%
|
No, There is no lock in period in LIC MF Medium to Long Duration Fund - Direct Plan.
The expense ratio of LIC MF Medium to Long Duration Fund - Direct Plan is 0.21.
