InvestVerdict
LIC MF Gilt Fund
Regular Plan · IDCW · Gilt Funds · Scheme code 100316
Fund houseLIC Mutual Fund
CategoryGilt Funds
Plan & optionRegular · IDCW
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.15 | 2.86 | 1.49 | 3.27 | 4.98 | 4.33 | 5.01 | 4.90 | 2.47 |
| Gilt Funds category median |
— | — | — | 4.45 | 6.20 | 5.36 | — | 6.64 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 6.2% | -0.25 | -0.28 | — | — | -34.9% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 937 | -28.5% | 3.4% | 26.2% | 29% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.