LIC MF Medium to Long Term Fund

Income-oriented debt or money-market exposure

LIC MF Medium to Long Duration Bond Fund is an open-ended debt scheme which will endeavor to generate an attractive return for its investors by investing in a portfolio is between 4 years and 7 years. There is no assurance that the investment objective of the Scheme will be achieved.

How the money may be invested

Debt :60-100%, Money Market :0-40%, Please refer the Scheme Information Document for complete details.

SEBI category

Medium to Long Term Fund

Fund type

An open-ended medium term debt scheme investing in instruments with Macaulay duration of the portfolio is between 4 years and 7 years (Please refer Page No.14. A Relatively High interest rate risk and moderate Credit Risk)

Primary benchmark

CRISIL Medium to Long Duration Debt A-III Index

Use the latest monthly portfolio

Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.

Manager and scheme tenure

Fund manager(s)

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

Manager tenure on this scheme

Since FM -1-Managing since 26th September 2023, FM -2-Managing since 1st October 2025

Role / co-management

FM -1-Primary, FM -2-Comanage

The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.

Latest NAV records

NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.

What you pay and how money moves

Stated expense ratio

Regular 0.61%, Direct 0.21%

Exit load

0.25% if redeemed or switched out on or before completion of 15 days from the date of allotment of units, No Exit Load is payable if units are redeemed/switched-out after 15 days from the date of allotment.

Minimum application

5000 · multiples of 1

SIP frequency

SIP Details -Daily, Weekly, Monthly, Quarterly | SWP Details - Monthly, Quarterly ,Half Yearly,Yearly | STP Details - Daily, Weekly, Monthly, Quarterly

Minimum SIP amount

SIP Details - 100,150, 200, 1000 | SWP Details - 500,500,500,500 | STP Details - 100, 500, 500, 500

Minimum instalments

SIP Details - 12,40,4 | SWP Details - 6 | STP : 50,6,6,6

How a mutual-fund investment is paid

1. Complete KYCIdentity, PAN, bank and contact verification are required.
2. Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
3. Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
4. Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
5. Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.

Download and verify at source

The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.

Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.