- Mutual Funds
- LIC Mutual Fund
- LIC MF Aggressive Hybrid Fund Direct Growth
LIC MF Aggressive Hybrid Fund Direct Plan Growth
₹ 210.48
NAV (May 02)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scheme Information
The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in money market instruments.
Expense Ratio | 1.42 % |
Launched 12Y ago | 2013-01-03 |
AUM in Crores | 497.2 |
ISIN | INF767K01ED0 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 10.4 |
Beta | 0.8 |
Sharpe Ratio | 0.4 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
5.11%GOI
4.61%ICICI Bank Ltd.
3.93%Reliance Industries Ltd.
3.83%Karnataka State
2.84%
Allocation by Sector
Financial
15.08%Technology
9.06%Automobile
8.88%Capital Goods
8.25%Consumer Staples
5.77%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 55,360 cr | ||
₹ 5,670 cr | ||
₹ 3,309 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
