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LIC Mutual Fund

LIC MF Ultra Short Term Fund

LIC Mutual Fund · Direct plan · Growth

3-year returns
7.2%
a year
NAV
₹1,461.69
▲ 0.02% · 18 Sept 2026
Fund size
₹678 Cr
Expense ratio
0.25%
a year
Minimum SIP
₹200

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹1,415.62 and has returned 6.41% a year over 3 years.

Returns, and where it stands

Against the average ultra short duration fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year6.7%6.5%ahead5 of 25
3 years7.2%7.2%behind14 of 23
5 years6.3%6.6%behind20 of 22
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.6%0.5%
3 months1.8%1.5%
6 months3.8%3.2%
1 year6.7%5.8%
2 yearsp.a.7.2%6.3%
3 yearsp.a.7.2%6.4%
5 yearsp.a.6.3%5.7%

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 Nov 2019.

Plan

NAV history

▲ 6.72% in the last 1Y

1,3711,4161,46118 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
₹20,442
XIRR (per year)
7.13%
Value today
₹2,00,442

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
0.4% a year
about the same as the ultra short duration fund average
Worst fall so far
−1.3%
Mar 2020 to Mar 2020, against −2.5% for the category.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
4.1% to 7.3%
A year, at worst and at best. Typically 5.8%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹500
Lock-in
None
Plan started
27 Nov 2019
Expense ratio
0.25%
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 Ultra Short Term Fund against other funds in the Ultra Short Duration Fund category
Fund1Y3Y5YExpenseFund size
Nippon India Ultra Short Term Fund7%7.58%6.99%0.34%₹12,447 Cr
Tata Ultra Short Term Fund7.02%7.52%6.77%0.32%₹6,495 Cr
Aditya Birla Sun Life Ultra Short Term Fund6.68%7.5%6.76%0.27%₹18,819 Cr
Axis Ultra Short Term Fund6.8%7.45%6.77%0.36%₹6,074 Cr
Mirae Asset Ultra Short-Term Fund6.71%7.43%6.69%0.18%₹2,066 Cr
DSP Ultra Short Term Fund6.72%7.43%6.66%0.3%₹4,599 Cr
LIC MF Ultra Short Term Fund6.72%7.23%6.3%0.25%₹678 Cr

About LIC MF Ultra Short Term Fund

LIC MF Ultra Short Term Fund is a ultra short duration fund managed by LIC Mutual Fund. Debt funds with a portfolio duration of 3 to 6 months. Suited to money needed in a few months.

The investment objective of the scheme is to generate returns through investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 months - 6 months. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

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₹1,461.6933147772
DirectDaily IDCW₹1,102.1317147771
DirectMonthly IDCW₹1,461.1026147773
DirectWeekly IDCW₹1,102.3708147769
RegularGrowth₹1,415.6164147770
RegularDaily IDCW₹1,093.4116147766
RegularMonthly IDCW₹1,415.5306147768
RegularWeekly IDCW₹1,030.5641147767

Frequently asked questions

What is the NAV of LIC MF Ultra Short Term Fund today?

The NAV of LIC MF Ultra Short Term Fund (Direct plan, Growth) is ₹1,461.6933 and the Regular plan NAV is ₹1,415.6164, as of 18 Sept 2026.

What returns has LIC MF Ultra Short Term Fund given?

Over the last year the Direct plan returned 6.72%, and 7.23% a year over 3 years and 6.3% a year over 5 years. That places it 14 of 23 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of LIC MF Ultra Short Term Fund?

The Direct plan charges 0.25% 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 Ultra Short Term Fund?

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

How much has LIC MF Ultra Short Term Fund fallen in the past?

Its deepest fall was 1.3% from 9 Mar 2020 to 24 Mar 2020. Of every one-year stretch in its history, 100% ended in a gain.

Which category does LIC MF Ultra Short Term Fund belong to?

It is a Ultra Short Duration Fund from LIC Mutual Fund. Debt funds with a portfolio duration of 3 to 6 months. Suited to money needed in a few months.

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 Ultra Short Term 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.