LIC MF Conservative Hybrid Fund-Regular Plan-Growth
(Erstwhile LIC MF Monthly Income Plan-Regular Plan-Growth)
Fund House: LIC Mutual Fund| Category: Hybrid: Conservative |
| Launch Date: 01-06-1998 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 85+15 Conservative Index |
| TER: 2.14% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 45.83 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.51% | Exit Load: Nil upto 12% of units and 1% on remaining units on or before 90D, Nil after 90D |
84.4662
0.23 (0.2677%)
7.88%
Benchmark: 9.59%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The investment objective of the Scheme is to generate regular income by investing mainly in a portfolio of quality debt securities and money market instruments. It also seeks to generate capital appreciation by investing some percentage in a mix of equity instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.8 |
| Sharpe Ratio | -0.08 |
| Alpha | -0.5 |
| Beta | 0.17 |
| Yield to Maturity | 6.93 |
| Average Maturity | 5.47 |
PEER COMPARISON
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.02%
Others
82.24%
Large Cap
14.37%
Mid Cap
2.37%
