LIC MF Aggressive Hybrid Fund-Regular Plan-Growth
(Erstwhile LIC MF Balanced Fund-Regular Plan-Growth)
Fund House: LIC Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 31-03-1991 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.48% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 519.18 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 80% | Exit Load: 12% of the units allotted shall be redeemed or switched out without any exit load, on or before completion of 3 months from the date of allotment of units. , 1% on remaining units if redeemed or switched out on or before completion of 3 months from the date of allotment of units. , Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units. |
197.1236
0.97 (0.4897%)
8.99%
Benchmark: 12.32%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 10 Months
14 Years 11 Months
16 Years 5 Months
26 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.37 |
| Sharpe Ratio | 0.61 |
| Alpha | 5.72 |
| Beta | 0.09 |
| Yield to Maturity | 7.13 |
| Average Maturity | 9.34 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| LIC MF Aggressive Hybrid Fund-Regular Plan-Growth | 31-03-1991 | 0.53 | 14.57 | 14.04 | 13.79 | 9.5 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 6.6 | 15.96 | 14.34 | 16.68 | 12.36 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 4.35 | 19.3 | 20.37 | 25.83 | 16.01 |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 3.74 | 13.33 | 13.57 | 13.62 | 8.86 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 3.27 | 16.75 | 15.85 | 17.63 | - |
| HSBC Aggressive Hybrid Fund - Regular Growth | 01-01-2013 | 2.78 | 15.84 | 16.59 | 16.1 | 11.19 |
| HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 1.88 | 11.38 | 13.62 | 17.48 | 12.14 |
| Kotak Aggressive Hybrid Fund - Regular Plan -Growth | 25-11-1999 | 1.81 | 16.6 | 16.29 | 19.22 | 13.22 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 1.51 | 15.41 | 16.49 | 17.02 | 12.73 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 1.27 | 16.87 | 18.1 | 19.71 | 12.53 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.03%
Others
24.52%
Large Cap
43.67%
Mid Cap
15.81%
