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  • LIC MF Aggressive Hybrid Fund (Growth)

Formerly LIC MF Equity Hybrid Gr

LIC Mutual Fund

LIC MF Aggressive Hybrid Fund (Growth)

HybridAggressive Hybrid

179.1912

NAV (May 23)

12.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

179.1912

NAV (May 23)

Fund Returns

Last 1Y
27.7%
Last 3Y
13%
Last 5Y
12.1%
Last 10Y
9.5%
Since Inception
8.8%
6 Month CAGR
17%

Scheme Information

Investment Objective

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
516.886
ISIN
INF767K01030
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)
0.97
Beta (5yr)
1
Sharpe Ratio (3yr)
0.82
Sharpe Ratio (5yr)
0.53
YTM
0
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 Aggressive Hybrid Fund (Growth)70%9,87,109 2,54,49712.1%
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 2024-05-23

Top Stock Holdings

hdfc bank ltd

5.6%
5.6%

icici bank ltd

4.6%
4.6%

reliance industries ltd

3.5%
3.5%

treps

3.2%
3.2%

07.70 kt gs 2033

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

20.6%
20.6%

industrials

15.9%
15.9%

consumer cyclical

13.5%
13.5%

consumer defensive

6.5%
6.5%

technology

5.5%
5.5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 34,733 cr

₹ 11,135 cr

₹ 9,107 cr

₹ 2,024 cr

₹ 2,173 cr

amc-img

About the AMC

LIC Mutual Fund Asset Management Limited

LIC Mutual Fund Asset Management Limited manages assets worth 27,407 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

4.6%

7.7%

4.6%

6.6%

4.6%

6.6%

14.5%

5.9%

36.9%

9.9%

LIC MF Aggressive Hybrid Fund (G) Review

LIC MF Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 8.8% over a period of 25 years. The fund was previously known as LIC MF Equity Hybrid Gr. 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 (G) as of 5/23/2024 is ₹179.19 with the total AUM as of 5/24/2024 is ₹516.886. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Aggressive Hybrid Fund (G) 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 (G) 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 (G)?

LIC MF Aggressive Hybrid Fund (G) is a Aggressive 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 Aggressive Hybrid Fund (G)?

You can invest in LIC MF Aggressive Hybrid Fund (G) 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 (G)?

The minimum sip amount for LIC MF Aggressive Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is LIC MF Aggressive Hybrid Fund (G) good to invest in?

As per Scripbox experts, LIC MF Aggressive Hybrid Fund (G) is a Not Recommended fund. You can investLIC MF Aggressive Hybrid Fund (G) 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 (G)?

The expense ratio of the LIC MF Aggressive Hybrid Fund (G) is 2.48% for regular plan.