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: 2.42% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 512.42 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.6% | Exit Load: Nil upto 12% on units and 1% on remaining units on or before 3M, Nil after 3M |
198.8907
1.63 (0.8195%)
8.82%
Benchmark: 11.91%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 12.44 |
| Sharpe Ratio | 0.43 |
| Alpha | 4.58 |
| Beta | 0.39 |
| Yield to Maturity | 7.13 |
| Average Maturity | 9.34 |
PEER COMPARISON
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
11.63%
Others
34.33%
Large Cap
41.64%
Mid Cap
12.4%
