Formerly LIC MF Balanced DP
₹ 14.4978
NAV (Mar 03)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
22 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
419 Cr. Medium within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However,there is no assurance that the investment objective of the Scheme will be realised.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.6 %
Expense Ratio
Feb 03, 1999
Launched (22y ago)
₹ 419
AUM in Crores
INF767K01022
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
About the AMC
LIC Mutual Fund Asset Management Limited
LIC Mutual Fund Asset Management Limited manages assets worth 14,367 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.
Large Cap
Top Ranked
₹ 458 Cr
Fund Size
12.6%
3Y returns
Index Funds
Top Ranked
₹ 29 Cr
Fund Size
14.9%
3Y returns
Low Duration
Top Ranked
₹ 1,110 Cr
Fund Size
5.9%
3Y returns
Diversified
Top Ranked
₹ 902 Cr
Fund Size
10.2%
3Y returns
Banking And Psu
Top Ranked
₹ 2,622 Cr
Fund Size
8.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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LIC MF Equity Hybrid Fund (DP-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 7.4% over a period of 22 years .The fund was previously known as LIC MF Balanced DP.The fund is managed by LIC Mutual Fund Asset Management Limited.The fund managers are Marzban Irani, Yogesh Patil
An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However,there is no assurance that the investment objective of the Scheme will be realised. However, there is no assurance that the objective of the scheme will be realized.
The LIC MF Equity Hybrid Fund (DP-M) fund was launched on Feb 03, 1999. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-03 is ₹ 14.4978. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 418.520. The category risk of the LIC MF Equity Hybrid Fund (DP-M) fund is Very High Risk. The fund charges 2.6 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 76.8% in this asset class. The top three holdings of the fund are 5.85% govt stock 2030,l&t infra debt fund limited and india infradebt limited
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 35+65 - Agg TR INR
LIC MF Equity Hybrid Fund (DP-M) has a score of 3 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 Equity Hybrid Fund (DP-M) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.