LIC MF Short Duration Fund(W-IDCW)
Ticker: mf17125
Decent
48/100
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L
LIC MF Short Duration Fund(M-IDCW)
The LIC MF Short Duration Fund shows moderate potential but faces challenges in growth and profitability. It is suitable for conservative investors seeking stability.
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B
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E
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I
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The fund shows potential but is currently facing several challenges that could impact performance.
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The fund shows potential with a decent score, but investors should remain cautious due to execution risks.
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C
Canara Rob Gilt Fund(IDCW)
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E
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund(IDCW)
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N
Nippon India Retirement Fund-Income Generation(IDCW)
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ICICI Pru Nifty Auto Index Fund(IDCW)
The ICICI Pru Nifty Auto Index Fund shows potential for growth in a transforming sector, but faces challenges in profitability and valuation.
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ICICI Pru Nifty Auto Index Fund(IDCW Payout)
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K
Kotak Long Duration Fund(IDCW Payout)
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Kotak Long Duration Fund(IDCW)
The Kotak Long Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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U
Union Equity Savings Fund(IDCW)
The Union Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.
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U
Union Equity Savings Fund(IDCW-Reinv)
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F
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Business Overview
LIC MF Short Duration Fund (W-IDCW) is designed for investors seeking to balance risk and returns through short-term debt instruments. This fund is ideal for conservative investors looking for stability and moderate growth in their portfolio. It aims to provide regular income while managing interest rate risks effectively. With a focus on high-quality securities, this fund ensures capital preservation and liquidity, making it a reliable choice for those aiming to enhance their fixed-income investments.
- Ideal for conservative investors
- Focus on short-term debt instruments
- Provides regular income through dividends
- Aims for capital preservation and liquidity
- Managed by experienced professionals
- Suitable for enhancing fixed-income portfolios
Investment Thesis
LIC MF Short Duration Fund presents a compelling investment opportunity due to its strong backing from the LIC group, which enhances credibility. The fund is well-positioned to capitalize on the growing demand for digital services in the financial sector, and its attractive valuation compared to peers makes it an appealing choice for retail investors.
- Strong promoter group: Backed by LIC, a trusted name in Indian finance.
- Growth runway: Digital services are expanding, increasing fund accessibility.
- Attractive valuation: Competitively priced against similar funds in the market.
- Diversified portfolio: Offers exposure to various short-duration debt instruments.
- Stable returns: Aims to provide consistent income with lower risk.
Opportunity vs Risk
Opportunities
- Stable returns in short duration
- Potential for capital appreciation
- Tax-efficient income option
- Diversification for fixed income portfolio
Risks ⚠️
- Interest rate fluctuations
- Credit risk from underlying securities
- Market volatility impact
- Liquidity concerns during redemption
Peer Perspective
LIC MF Short Duration Fund trades at a slight premium compared to peers like HDFC Short Term Debt Fund and ICICI Prudential Short Term Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
LIC MF Short Duration Fund(W-IDCW) • Updated: 2025-10-01 06:35:03
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10BusinessHighThe sector is stable but lacks significant growth potential.
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10GrowthHighModerate revenue growth observed, but profit growth is inconsistent.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow is volatile.
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8ValuationHighValuation metrics are slightly above peers, indicating overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but some concerns over disclosures.
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5DriversGoodLimited growth catalysts and execution risks are present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows moderate potential but carries risks that may affect future performance.