LIC MF ULIS (5 Yrs. SIngle Premium)-Regular Plan-IDCW Reinvestment
Fund House: LIC Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 19-06-1989 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive TRI |
| TER: 2.38% As on (28-02-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 10000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 428.9 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 7% | Exit Load: Nil |
36.0544
0.05 (0.1467%)
6.21%
Benchmark: 11.92%
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
30 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
Current Asset Allocation (%)
Indicators
| Standard Deviation | 9.65 |
| Sharpe Ratio | 0.67 |
| Alpha | 0.51 |
| Beta | 0.77 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| LIC MF ULIS (5 Yrs. SIngle Premium)-Regular Plan-IDCW Reinvestment | 19-06-1989 | -2.1 | 1.82 | 8.33 | 8.5 | 9.89 |
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
