LIC MF Gilt Fund-Regular Plan-IDCW

Fund House: LIC Mutual Fund

Category: Debt: Gilt

Status: Open Ended Schemes

Launch Date: 30-11-1999

Minimum Investment: 10000.0

Asset Class: Fixed Income

Minimum Topup: 500.0

Benchmark: NIFTY All Duration G-Sec Index

Total Assets: 57.63 As on (30-09-2025)

Expense Ratio: 1.48% As on (29-09-2025)

Turn over: 81.00% | Exit Load: 0.25% if exit within 30 days from date of allotment of units

NAV as on 28-10-2025

17.0812

0.0088

CAGR Since Inception

4.26%

NIFTY All Duration G-Sec Index 7.35%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
LIC MF Gilt Fund-Regular Plan-IDCW 3.82 6.24 4.37 5.97 4.26
Benchmark - - - - -
Debt: Gilt 5.04 7.0 5.05 6.95 6.96

Funds Manager

FM -1-Pratik Harish Shroff, FM -2-Rahul Singh

RETURNS CALCULATORS for LIC MF Gilt Fund-Regular Plan-IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of LIC MF Gilt Fund-Regular Plan-IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of LIC MF Gilt Fund-Regular Plan-IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
LIC MF Gilt Fund Reg IDCW 30-11-1999 3.82 6.59 6.24 4.37 5.97
ICICI Pru Gilt Gr 19-08-1999 7.6 7.97 7.88 6.17 7.82
Baroda BNP Paribas Gilt Plan A Gr 21-03-2002 6.77 8.48 7.82 5.24 6.48
Axis Gilt Reg Gr 05-01-2012 6.25 8.69 7.63 5.51 7.14
HDFC Gilt Gr 01-07-2001 6.23 7.89 7.41 5.12 6.58
Franklin India Govt Sec Gr 07-12-2001 5.86 6.76 6.25 4.57 5.65
Tata Gilt Sec Reg Gr 06-09-1999 5.75 7.63 6.91 4.83 6.3
SBI Magnum Gilt Gr PF (Reg) 28-11-2003 5.67 7.75 7.56 5.79 7.7
UTI Gilt Reg Gr 21-01-2002 5.67 7.71 7.11 5.11 7.16
SBI Magnum Gilt Gr PF (Fixed Period 3 Yrs) 28-11-2003 5.65 7.74 7.55 5.79 7.69

Asset Allocation (%)

Key Performance and Risk Statistics of LIC MF Gilt Fund-Regular Plan-IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF Gilt Fund-Regular Plan-IDCW 1.87 -0.57 -1.3 0.42 7.1 25.59
Debt: Gilt - - - - - -