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LIC MF Aggressive Hybrid Fund(IDCW)

IDCW
20.971.46% (-0.31)

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LIC MF Aggressive Hybrid Fund(IDCW)

IDCW
HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 535 Cr
Very High RiskPrinciple investment will be at very high risk
20.971.46% (-0.31)

Price Chart

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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 535 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.4048.171.52
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4343.491.52

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 12% on units and 1% on remaining units on or before 3M Nil after 3M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 500
BenchmarkBenchmark
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About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
LIC MF Aggressive Hybrid Fund(IDCW)20.58%8.12%5.08%
SBI Equity Hybrid Fund(IDCW-Payout)17.54%12.83%11.02%
ICICI Pru Equity & Debt Fund(H-IDCW)11.40%12.10%11.10%
HDFC Hybrid Equity Fund(IDCW)9.61%8.13%3.28%

Price Comparison

Compare LIC MF Aggressive Hybrid Fund(IDCW) with any MF, ETF, stock or index
Compare LIC MF Aggressive Hybrid Fund(IDCW) with any MF, ETF, stock or index
LIC MF Aggressive Hybrid Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsCorporate DebtGovernment SecuritiesEquity1.84%4.91%16.76%76.49%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+27 moreConstruction & EngineeringIndustrial MachineryIT Services & ConsultingPrivate BanksG-Sec54.95 %4.34 %5.24 %7.97 %10.73 %16.76 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2413.99%15.52%18.26%17.94%15.31%16.76%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.94 %

    Holdings

    6.05 %

    0.94 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.76 %

    Holdings

    4.68 %

    0.76 %
  • Infosys Ltd
    INFY
    3M change : 0.55 %

    Holdings

    3.58 %

    0.55 %

AMC Profile

LIC Mutual Fund was established on 20th April 1989 by LIC of India. Its current Asset under Management (AUM) surpasses Rs.14 crore.

  • No.of Schemes

    34

  • Total AUM

    ₹ 30,274.18 Cr.

Fund Manager Profile

Karan Doshi

AUM:  ₹1,901.84 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7yrs

Sumit Bhatnagar

AUM:  ₹2,980.96 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Pratik Shroff

AUM:  ₹3,593.45 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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