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  • LIC MF Conservative Hybrid Fund (RIDCW-A)

Formerly LIC MF Debt Hybrid Yr IDCW-R

LIC Mutual Fund

LIC MF Conservative Hybrid Fund (RIDCW-A)

HybridConservative Hybrid

12.1796

NAV (Jun 20)

1.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.1796

NAV (Jun 20)

Fund Returns

Last 1Y
8.6%
Last 3Y
5.8%
Last 5Y
6.7%
Last 10Y
6.7%
Since Inception
8.1%
6 Month CAGR
4.6%

Scheme Information

Investment Objective

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.

Expense Ratio
2.25
Launched (25y ago)
Feb 03, 1999
AUM in Crores
50.791
ISIN
INF767K01865
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
6.4
Standard Deviation (5yr)
6.2
Beta (3yr)
0.77
Beta (5yr)
0.84
Sharpe Ratio (3yr)
-0.918
Sharpe Ratio (5yr)
-0.539
YTM
7.23
Fund Managers

Pratik Shroff

Fund Manager

Karan Doshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
LIC MF Conservative Hybrid Fund (RIDCW-A)70%7,64,522 31,9101.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-06-20

Top Stock Holdings

7.38% govt stock 2027

14.4%
14.4%

07.65 tn sdl 2033

10.1%
10.1%

7.32% govt stock 2030

10.1%
10.1%

7.17% govt stock 2030

10%
10%

08.03 ka sdl 2028

9.3%
9.3%
See all holdings

Allocation by Sector

financial services

7.7%
7.7%

technology

4.5%
4.5%

consumer defensive

4%
4%

consumer cyclical

3%
3%

energy

2.3%
2.3%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,281 cr

₹ 35,122 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 3,146 cr

amc-img

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 28,347 crores and was set up on 20 April 1994. It's current offering of mutual fund schemes includes 48 equity,45 debt and 36 hybrid funds.amc-img
phone-img022-66016000
Fund NameScripbox Opinion
Till Date CAGR

4.8%

7.7%

4.8%

6.6%

4.8%

6.6%

13.9%

5.6%

37.5%

10.2%

LIC MF Conservative Hybrid Fund (RIDCW-A) Review

LIC MF Conservative Hybrid Fund (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 4.5% over a period of 25 years. The fund was previously known as LIC MF Debt Hybrid Yr IDCW-R. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Karan Doshi, Pratik Shroff.

Nav of LIC MF Conservative Hybrid Fund (RIDCW-A) as of 6/20/2024 is ₹12.18 with the total AUM as of 6/21/2024 is ₹50.791. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Conservative Hybrid Fund (RIDCW-A) was launched on Feb 03, 1999. The category risk of the fund is Moderately High risk.

The minimum SIP amount for LIC MF Conservative Hybrid Fund (RIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is LIC MF Conservative Hybrid Fund (RIDCW-A)?

LIC MF Conservative Hybrid Fund (RIDCW-A) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in LIC MF Conservative Hybrid Fund (RIDCW-A)?

You can invest in LIC MF Conservative Hybrid Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of LIC MF Conservative Hybrid Fund (RIDCW-A)?

The minimum sip amount for LIC MF Conservative Hybrid Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is LIC MF Conservative Hybrid Fund (RIDCW-A) good to invest in?

As per Scripbox experts, LIC MF Conservative Hybrid Fund (RIDCW-A) is a Neutral fund. You can investLIC MF Conservative Hybrid Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the LIC MF Conservative Hybrid Fund (RIDCW-A)?

The expense ratio of the LIC MF Conservative Hybrid Fund (RIDCW-A) is 2.25% for regular plan.