InvestVerdict
LIC MF Medium to Long Term Fund
Direct Plan · Quarterly IDCW · Long Duration · Scheme code 151988
Fund houseLIC Mutual Fund
CategoryLong Duration
Plan & optionDirect · Quarterly IDCW
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.09 | 2.50 | 2.41 | 5.54 | 7.46 | — | — | — | 7.42 |
| Long Duration category median |
— | — | — | 4.59 | 6.91 | 6.36 | — | 6.89 | — |
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 | 1.9% | 0.50 | 0.87 | — | — | -1.6% | — |
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 |
|---|---|---|---|---|
| 101 | 1.7% | 8.4% | 12.3% | 0% |
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.