LIC MF Medium to Long Term Fund - Regular Plan - Quarterly IDCW
Performance chart
Past performance may or may not be sustained in future.
Quick take
- Over 3 years it returned 5.4% a year.
- Volatility over 3 years was 2.3% a year, with a Sharpe ratio of -0.49.
- Its biggest fall from a peak was 3.1% (25 Jun 2026 to 14 Oct 2026).
AI analysis
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | -0.27% | -1.77% | -1.87% | -1.21% | -0.49% | -0.19% | +3.25% | +5.36% | — | — | — | +5.05% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Regular Growth plans in Medium & Long Duration Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 |
|---|---|---|---|
| This fund | -0.49% | +6.15% | +9.00% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 2.30% | 2.28% |
| Sharpe ratio ? | -0.49 | — |
| Sortino ratio ? | -0.62 | — |
| Maximum drawdown | -3.12% | -3.12% |
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR |
|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,18,650 | ₹-1,350 | -2.07% |
| 3Y | ₹3,60,000 | ₹3,77,341 | ₹17,341 | +3.08% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Medium & Long Duration Funds (26)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Fund house
- LIC Mutual Fund
- Category
- Medium & Long Duration Funds · Debt
- Plan / option
- Regular · IDCW (income distribution)
- AMFI scheme code
- 151986
- ISIN
- INF397L01FU5
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Medium & Long Duration Funds
Medium & Long Duration Funds hold debt with a longer duration (3 years and more), so their value is more sensitive to interest-rate changes.
Generally used by investors with a 3+ year horizon who understand interest-rate risk.
Other plans of this scheme
- LIC MF Medium to Long Term Fund - Direct Plan - Growth
- LIC MF Medium to Long Term Fund - Regular Plan - Growth
- LIC MF Medium to Long Term Fund - Direct Plan - Annual IDCW
- LIC MF Medium to Long Term Fund - Direct Plan - IDCW
- LIC MF Medium to Long Term Fund - Direct Plan - Quarterly IDCW
- LIC MF Medium to Long Term Fund - Regular Plan - Annual IDCW
- LIC MF Medium to Long Term Fund - Regular Plan - IDCW
Questions about this scheme
What is the NAV of LIC MF Medium to Long Term Fund today?
What returns has LIC MF Medium to Long Term Fund given?
What is the expense ratio of LIC MF Medium to Long Term Fund?
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What is the difference between Direct and Regular plans?
What are Medium & Long Duration Funds?
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