Aeterna Wealth
Short Term · Direct plan · Growth

LIC MF Short Term Fund (Direct)

LIC Mutual Fund · benchmark: the median Short Term fund · 7.8 years old · AMFI code 145954

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 11 of 21 in Short Term

B (middle of the peer group), score 48.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.9%2.8%+0.1%7 / 22
1 year4.9%4.8%+0.0%10 / 21
3 years (a year)7.4%7.3%+0.1%9 / 21
5 years (a year)6.3%6.4%-0.1%12 / 19

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y1.6%
Max fall, 5Y-1.1%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of LIC MF Short Term Fund (Direct plan)?

₹16.74 on 6 Nov 2026 (Growth option).

What is the expense ratio of LIC MF Short Term Fund (Direct)?

0.36% a year; the Regular plan's is 1.14%.

What return has LIC MF Short Term Fund given over 3 years?

7.4% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.3% for the median Short Term fund.

How is LIC MF Short Term Fund rated?

B: 11 of 21 Direct plans in Short Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from LIC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.