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LIC MF Medium to Long Term Fund(G)-Direct Plan

LIC MF Medium to Long Term Fund(G)-Direct Plan

DebtDirect GrowthMedium Risk

+6.28%

5Y annualised

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NAV : 03 Sep 2026

₹82.15

Min. SIP amount

₹200

Fund size (AUM)

175 Cr

Expense ratio

0.21%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,23,132

Stock Allocation

Stock nameSectorAllocation
TrepsCash & Cash Equivalents And Net Assets13.21%
7.3% Government Of IndiaGovernment Securities11.24%
7.48% National Bk For Agriculture & Rural Dev.Corporate Debt9.11%

Fund Composition

175 Cr

Others

100.00%

Sector Allocation

175 Cr

Government Securities

42.79%

Corporate Debt

28.54%

Cash & Cash Equivalents And Net Assets

14.78%

Certificate Of Deposit

13.55%

Minimum investments

Min. for SIP200
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

Exit load, stamp duty and tax

Exit load

0.25% on or before 15D, Nil after 15D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

PS

Pratik Shroff

Present

RS

Rahul Singh

Present

Similar/Peer Fund Comparison

Fund name
F

Franklin India Medium to Long Term Fund(G)-Direct Plan

+0.00%
K

Kotak Medium to Long Term Fund(G)-Direct Plan

+7.22%
I

ICICI Pru Medium to Long Term Fund(G)-Direct Plan

+7.30%
L

LIC MF Medium to Long Term Fund(G)-Direct Plan

+7.36%
S

SBI Medium to Long Term Fund(G)-Direct Plan

+6.99%
N

Nippon India Medium to Long Term Fund(G)-Direct Plan

+6.74%
H

HDFC Medium to Long Term Fund(G)-Direct Plan

+6.83%
U

UTI Medium to Long Term Fund(G)-Direct Plan

+6.41%

FAQs

LIC MF Medium to Long Term Fund(G)-Direct Plan is a part of LIC Mutual Fund Asset Management Limited, it was incepted on 01 Jan 2013. This fund is managed by Pratik Shroff and Rahul Singh. It is a Debt type of fund.

The current NAV of LIC MF Medium to Long Term Fund(G)-Direct Plan is ₹82.15 (as of 03 Sep 2026).

LIC MF Medium to Long Term Fund(G)-Direct Plan has delivered 5.60% in 1 year, 7.36% in 3 years, and 6.28% in 5 years (annualised).

The minimum SIP amount for LIC MF Medium to Long Term Fund(G)-Direct Plan is ₹200.

The expense ratio of LIC MF Medium to Long Term Fund(G)-Direct Plan is 0.21%.

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