LIC MF Short Duration Fund-Direct Plan-IDCW
LIC Mutual Fund Debt Short Duration Fund
Expense Ratio
0.36%
AUM
₹6.14 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Low-Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+1.03%
Below Average
6 Months
+4.17%
Below Average
1 Year
+7.56%
Below Average
3 Years
+7.76%
Poor
5 Years
+6.08%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹6.14 Lakh
Recent Trend
Growing
Stability Score
35.1
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-41.86%
3Y
3Y CAGR
-37.60%
5Y
5Y CAGR
-48.88%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
0.90%
Annualized standard deviation
Sharpe Ratio
0.240
Poor - Risk-adjusted return
Max Drawdown
-1.10%
Low - Worst decline
Consistency
92.9%
Performance consistency
Volatility Breakdown
Daily Volatility
0.06%
Average daily price movement
Annualized Volatility
0.90%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance