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LIC Mutual Fund

LIC MF Banking & PSU Debt Fund

LIC Mutual Fund · Direct plan · Growth

3-year returns
7.3%
a year
NAV
₹40.09
▲ 0.05% · 18 Sept 2026
Fund size
₹1,649 Cr
Expense ratio
0.28%
a year
Minimum SIP
₹200

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹36.97 and has returned 6.8% a year over 3 years.

Returns, and where it stands

Against the average banking and psu fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year5.4%5.3%ahead6 of 20
3 years7.3%7.1%ahead4 of 19
5 years6.3%6.3%ahead6 of 17
10 years7%7.1%behind10 of 14
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.1%0.1%
3 months1.3%1.2%
6 months3.1%2.9%
1 year5.4%5%
2 yearsp.a.6.9%6.4%
3 yearsp.a.7.3%6.8%
5 yearsp.a.6.3%5.7%
7 yearsp.a.6.4%5.9%
10 yearsp.a.7%6.5%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 5.41% in the last 1Y

38.039.140.118 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹19,397
XIRR (per year)
6.78%
Value today
₹1,99,397

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
1.1% a year
about the same as the banking and psu fund average
Worst fall so far
−2.8%
Mar 2020 to Mar 2020, against −2.8% for the category.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
4.4% to 9.3%
A year, at worst and at best. Typically 7%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹500
Lock-in
None
Plan started
1 Jan 2013
Expense ratio
0.28%
as of 31 Aug 2026

Managed by Rahul Singh, Pratik Shroff

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

LIC MF Banking & PSU Debt Fund against other funds in the Banking and PSU Fund category
Fund1Y3Y5YExpenseFund size
Franklin India Banking & PSU Debt Fund6.37%7.52%6.42%0.23%₹567 Cr
UTI Banking & PSU Debt Fund6.14%7.45%7.72%0.22%₹1,508 Cr
Kotak Banking and PSU Debt Fund5.68%7.33%6.43%0.4%₹4,937 Cr
LIC MF Banking & PSU Debt Fund5.41%7.31%6.27%0.28%₹1,649 Cr
ICICI Prudential Banking and PSU Debt Fund5.75%7.25%6.63%0.39%₹8,667 Cr
Invesco India Banking and PSU Debt Fund5.21%7.22%5.66%0.22%₹82 Cr
Bandhan Banking and PSU Debt Fund5.81%7.17%6.24%0.36%₹12,122 Cr

About LIC MF Banking & PSU Debt Fund

LIC MF Banking & PSU Debt Fund is a banking and psu fund managed by LIC Mutual Fund. Invest at least 80% in bonds of banks, public sector undertakings and public financial institutions.

The primary investment objective of the Scheme is to seek to generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by banks, public sector undertakings, public financial institutions and Municipal Bonds. There is no assurance that the investment objective of the Scheme will be realized.

The scheme's stated objective, as published by LIC Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹40.0883120338
DirectDaily IDCW₹14.3046120337
DirectMonthly IDCW₹15.0977120339
DirectWeekly IDCW₹10.0468120336
RegularGrowth₹36.974105823
RegularDaily IDCW₹11.8627105822
RegularMonthly IDCW₹13.838105856
RegularWeekly IDCW₹10.377105857

Frequently asked questions

What is the NAV of LIC MF Banking & PSU Debt Fund today?

The NAV of LIC MF Banking & PSU Debt Fund (Direct plan, Growth) is ₹40.0883 and the Regular plan NAV is ₹36.974, as of 18 Sept 2026.

What returns has LIC MF Banking & PSU Debt Fund given?

Over the last year the Direct plan returned 5.41%, and 7.31% a year over 3 years and 6.27% a year over 5 years. That places it 4 of 19 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of LIC MF Banking & PSU Debt Fund?

The Direct plan charges 0.28% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in LIC MF Banking & PSU Debt Fund?

You can start a monthly SIP with ₹200, or invest a lump sum of ₹5,000 or more.

How much has LIC MF Banking & PSU Debt Fund fallen in the past?

Its deepest fall was 2.8% from 6 Mar 2020 to 23 Mar 2020. Of every one-year stretch in its history, 100% ended in a gain.

Which category does LIC MF Banking & PSU Debt Fund belong to?

It is a Banking and PSU Fund from LIC Mutual Fund. Invest at least 80% in bonds of banks, public sector undertakings and public financial institutions.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from LIC MF Banking & PSU Debt Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.