- Mutual Funds
- LIC Mutual Fund
- LIC MF Aggressive Hybrid Fund (PIDCW-M)
Formerly LIC MF Equity Hybrid IDCW-P
LIC MF Aggressive Hybrid Fund (PIDCW-M)
₹ 15.4084
NAV (Apr 16)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.4084
NAV (Apr 16)
Fund Returns
Last 1Y | 18.8% |
Last 3Y | 9.8% |
Last 5Y | 9.3% |
Last 10Y | 8.2% |
Since Inception | 7.6% |
6 Month CAGR | 8% |
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.
Expense Ratio | 2.48 |
Launched (25y ago) | Feb 03, 1999 |
AUM in Crores | 502.959 |
ISIN | INF767K01022 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.3 |
Standard Deviation (5yr) | 12.8 |
Beta (3yr) | 0.98 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 0.434 |
Sharpe Ratio (5yr) | 0.368 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| LIC MF Aggressive Hybrid Fund (PIDCW-M) | 9,19,083 | 1,86,471 | 9.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
5.4%icici bank ltd
4.9%reliance industries ltd
3.7%infosys ltd
3.2%07.70 kt gs 2033
3.1%Allocation by Sector
financial services
20.4%industrials
14.4%consumer cyclical
13.9%technology
6.2%consumer defensive
6.1%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 741 cr |
About the AMC
LIC Mutual Fund Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.5% | 7.7% | ||
4.5% | 6.6% | ||
4.5% | 6.6% | ||
15.2% | 5.9% | ||
32.2% | 8.8% |
LIC MF Aggressive Hybrid Fund (PIDCW-M) Review
LIC MF Aggressive Hybrid Fund (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 7.6% over a period of 25 years. The fund was previously known as LIC MF Equity Hybrid IDCW-P. The fund is managed by LIC Mutual Fund Asset Management Limited. The fund managers are Karan Doshi, Pratik Shroff.
Nav of LIC MF Aggressive Hybrid Fund (PIDCW-M) as of 4/16/2024 is ₹15.41 with the total AUM as of 4/18/2024 is ₹502.959. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Aggressive Hybrid Fund (PIDCW-M) was launched on Feb 03, 1999. The category risk of the fund is Very High Risk.
The minimum SIP amount for LIC MF Aggressive Hybrid Fund (PIDCW-M) 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 Aggressive Hybrid Fund (PIDCW-M)?
How to invest in LIC MF Aggressive Hybrid Fund (PIDCW-M)?
You can invest in LIC MF Aggressive Hybrid Fund (PIDCW-M) 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 Aggressive Hybrid Fund (PIDCW-M)?
The minimum sip amount for LIC MF Aggressive Hybrid Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is LIC MF Aggressive Hybrid Fund (PIDCW-M) good to invest in?
As per Scripbox experts, LIC MF Aggressive Hybrid Fund (PIDCW-M) is a Not Recommended fund. You can investLIC MF Aggressive Hybrid Fund (PIDCW-M) 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 Aggressive Hybrid Fund (PIDCW-M)?
The expense ratio of the LIC MF Aggressive Hybrid Fund (PIDCW-M) is 2.48% for regular plan.