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 31-10-2025

17.0089

0.0346

CAGR Since Inception

4.24%

NIFTY All Duration G-Sec Index 7.3%

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 3.18 6.11 4.3 5.95 4.24
Benchmark - - - - -
Debt: Gilt 4.54 6.92 5.03 6.95 6.92

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 3.18 6.35 6.11 4.3 5.95
ICICI Pru Gilt Gr 19-08-1999 7.31 7.88 7.84 6.17 7.83
Baroda BNP Paribas Gilt Plan A Gr 21-03-2002 6.45 8.39 7.79 5.23 6.47
Axis Gilt Reg Gr 05-01-2012 5.72 8.53 7.54 5.47 7.13
HDFC Gilt Gr 01-07-2001 5.72 7.72 7.35 5.08 6.57
Franklin India Govt Sec Gr 07-12-2001 5.69 6.7 6.26 4.59 5.67
UTI Gilt Reg Gr 21-01-2002 5.46 7.7 7.12 5.15 7.19
SBI Magnum Gilt Gr PF (Reg) 28-11-2003 5.36 7.67 7.53 5.82 7.7
SBI Magnum Gilt Reg Gr 30-12-2000 5.34 7.66 7.52 5.81 7.7
SBI Magnum Gilt Gr PF (Fixed Period 3 Yrs) 28-11-2003 5.34 7.66 7.53 5.81 7.7

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 - - - - - -