Formerly LIC MF Debt Hybrid Qt DP
However, Scripbox does not recommend investing in conservative hybrid mutual funds.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
17 Years. The fund has an Extended history for analysis and the track record is excellent.
81 Cr. Medium within the category
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
The investment objective of the Scheme is to generate regular income by investing mainly in a portfolio of quality debt securities and money market instruments. It also seeks to generate capital appreciation by investing some percentage in a mix of equity instruments. However,there is no assurance that the investment objective of the Schemes will be realized. The Dhanvarsha - 12 Scheme has been converted into an open-ended monthly income plan w.e.f. 1/6/03.
Low to Moderate
Moderately High risk
Feb 10, 2004
Launched (17y ago)
AUM in Crores
CRISIL Hybrid 85+15 - ConservativeTR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Comparison with Hybrid Funds
About the AMC
LIC Mutual Fund Asset Management Limited
LIC Mutual Fund Asset Management Limited manages assets worth 13,885 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 24 equity,40 debt and 32 hybrid funds.
₹ 501 Cr
₹ 33 Cr
₹ 844 Cr
₹ 1,028 Cr
₹ 6,657 Cr
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LIC MF Debt Hybrid Fund of Income Distribution cum Cap Wrdl (D-Q) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.2% over a period of 17 years .The fund was previously known as LIC MF Debt Hybrid Qt DP.The fund is managed by LIC Mutual Fund Asset Management Limited.The fund managers are Karan Doshi, Marzban Irani, Yogesh Patil
The investment objective of the Scheme is to generate regular income by investing mainly in a portfolio of quality debt securities and money market instruments. It also seeks to generate capital appreciation by investing some percentage in a mix of equity instruments. However,there is no assurance that the investment objective of the Schemes will be realized. The Dhanvarsha - 12 Scheme has been converted into an open-ended monthly income plan w.e.f. 1/6/03. However, there is no assurance that the objective of the scheme will be realized.
The LIC MF Debt Hybrid Fund of Income Distribution cum Cap Wrdl (D-Q) fund was launched on Feb 10, 2004. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-05-06 is ₹ 11.8243. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 80.135. The category risk of the LIC MF Debt Hybrid Fund of Income Distribution cum Cap Wrdl (D-Q) fund is Moderately High risk. The fund charges 2.27 % as expense ratio.
The fund’s highest allocation is towards others and has invested 40.6% in this asset class. The top three holdings of the fund are 7.32% govt stock 2024,91 dtb 03062021 and 91 dtb 24062021
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR
LIC MF Debt Hybrid Fund of Income Distribution cum Cap Wrdl (D-Q) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, LIC MF Debt Hybrid Fund of Income Distribution cum Cap Wrdl (D-Q) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.