Formerly LIC MF Equity Hybrid IDCW-P
₹ 14.1109
NAV (Sep 22)
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 14.1109
NAV (Sep 22)
Last 1Y | 7.9% |
Last 3Y | 13.2% |
Last 5Y | 7.5% |
Last 10Y | 7.9% |
Since Inception | 7.4% |
6 Month CAGR | 12.3% |
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 | 2.46 |
Launched (24y ago) | Feb 03, 1999 |
AUM in Crores | 569.561 |
ISIN | INF767K01022 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.4 |
Standard Deviation (5yr) | 13.3 |
Beta (3yr) | 1.02 |
Beta (5yr) | 1.01 |
Sharpe Ratio (3yr) | 0.763 |
Sharpe Ratio (5yr) | 0.185 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
LIC MF Aggressive Hybrid Fund (PIDCW-M) | 8,78,517 | 1,45,905 | 7.5% | |
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.
hdfc bank ltd
7.7%7.06% govt stock 2028
6.3%icici bank ltd
6.2%7.38% govt stock 2027
4.8%infosys ltd
4.1%financial services
28.2%consumer cyclical
12.8%technology
10.1%consumer defensive
6.5%industrials
5.5%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 9,394 cr | ||
₹ 25,274 cr | ||
₹ 1,335 cr | ||
₹ 978 cr | ||
₹ 2,901 cr |
LIC Mutual Fund Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
4.6% | 6.9% | ||
4.2% | 5.4% | ||
4.2% | 5.4% | ||
20.4% | 13.3% | ||
4.6% | 6.4% |
LIC MF Aggressive Hybrid Fund (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 7.4% over a period of 24 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, Marzban Irani, Sanjay Pawar.
Nav of LIC MF Aggressive Hybrid Fund (PIDCW-M) as of 9/22/2023 is ₹14.11 with the total AUM as of 9/23/2023 is ₹569.561. 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.
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 2.46% for regular plan.