• Mutual Funds
  • LIC Mutual Fund
  • LIC MF Aggressive Hybrid Fund (RIDCW-I)
LIC Mutual Fund

LIC MF Aggressive Hybrid Fund (RIDCW-I)

HybridAggressive Hybrid

17.1226

NAV (Sep 06)

14.715%
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.

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 ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Poor

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

Invest in this fund
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

17.1226

NAV (Sep 6)

Fund Returns

Last 1Y
29.2%
Last 3Y
12.5%
Last 5Y
14.7%
Last 10Y
9.5%
Since Inception
9.6%
6 Month CAGR
14.7%

Scheme Information

Investment Objective

The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in money market instruments.

Expense Ratio
2.47
Launched (0y ago)
2.47
AUM in Crores
558.7
ISIN
INF767K01014
Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
9.4
Beta
0.8
Sharpe Ratio
0.9
YTM
Fund Managers

Karan Doshi

Fund Manager

Pratik Harish Shroff

Fund Manager

Sumit Bhatnagar

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 (RIDCW-I)70%10,56,547 3,23,93514.7%
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 2024-02-02

Top Stock Holdings

HDFC Bank Ltd.

5.1%
5.11%

GOI

4.6%
4.61%

ICICI Bank Ltd.

3.9%
3.93%

Reliance Industries Ltd.

3.8%
3.83%

Karnataka State

2.8%
2.84%
See all holdings

Allocation by Sector

Financial

15.24%
15.24%

Automobile

9.48%
9.48%

Capital Goods

9.05%
9.05%

Technology

8.72%
8.72%

Consumer Staples

6.81%
6.81%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
ICICI Prudential Multi Asset Fund (G)
ICICI Prudential Multi Asset Fund (G)

₹ 46,488 cr

₹ 3,347 cr

₹ 5,044 cr

₹ 12,117 cr

₹ 24,596 cr

amc-img

About the AMC

LIC Mutual Fund

LIC Mutual Fund was established on 20th April 1989 by LIC India. LIC India id India's most trusted and premium brands. As part of LIC India, LIC mutual fund is one of the well-known players in the Asset Management sector.amc-img
phone-img022-66016177 / 022-66016178
email-img[email protected]
Fund NameScripbox Opinion
Till Date CAGR

5.359%

7.872%

13.773%

5.511%

5.938%

6.91%

5.459%

8.165%

33.676%

10.451%

LIC MF Aggressive Hybrid Fund (RIDCW-I) Review

LIC MF Aggressive Hybrid Fund (RIDCW-I) is a Hybrid Hybrid fund and has delivered an annualised return of 9.592% over a period of 33 years. The fund is managed by LIC Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].

Nav of LIC MF Aggressive Hybrid Fund (RIDCW-I) as of 9/6/2024 is ₹17.12 with the total AUM as of 9/7/2024 is ₹558.7454. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Aggressive Hybrid Fund (RIDCW-I) was launched on 1991-03-31. The category risk of the fund is Average.

The minimum SIP amount for LIC MF Aggressive Hybrid Fund (RIDCW-I) 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 (RIDCW-I)?

LIC MF Aggressive Hybrid Fund (RIDCW-I) is a 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 (RIDCW-I)?

You can invest in LIC MF Aggressive Hybrid Fund (RIDCW-I) 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 (RIDCW-I)?

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

Is LIC MF Aggressive Hybrid Fund (RIDCW-I) good to invest in?

As per Scripbox experts, LIC MF Aggressive Hybrid Fund (RIDCW-I) is a 1 fund. You can investLIC MF Aggressive Hybrid Fund (RIDCW-I) 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 (RIDCW-I)?

The expense ratio of the LIC MF Aggressive Hybrid Fund (RIDCW-I) is 2.47% for regular plan.