Aeterna Wealth
Ultra Short to Short Term · Regular plan · Growth

LIC MF Ultra Short to Short Term fund (Regular)

LIC Mutual Fund · benchmark: the median Ultra Short to Short Term fund · 20.6 years old · AMFI code 101830

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 20 in Ultra Short to Short Term

B (middle of the peer group), score 49.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.1%2.8%+0.3%1 / 24
1 year5.7%5.4%+0.3%5 / 23
3 years (a year)6.6%6.7%-0.0%12 / 20
5 years (a year)6.0%6.1%-0.1%12 / 17

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, 3Y0.7%
Max fall, 5Y-0.3%

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 Ultra Short to Short Term fund (Regular plan)?

₹42.74 on 6 Nov 2026 (Growth option).

What is the expense ratio of LIC MF Ultra Short to Short Term fund (Regular)?

0.42% a year; the Direct plan's is 0.23%.

What return has LIC MF Ultra Short to Short Term fund given over 3 years?

6.6% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Ultra Short to Short Term fund.

How is LIC MF Ultra Short to Short Term fund rated?

B: 11 of 20 Regular plans in Ultra Short to 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.