Hybrid
Direct
Aggressive Allocation
NAV as on 06-12-2024
₹ 221.98
1D
Inception Returns
11.6%
/yr
LIC MF Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Karan Doshi, Sumit Bhatnagar. This fund gives you the benefit of diversification.
LIC MF Aggressive Hybrid Fund Direct Growth has given a CAGR return of 11.61% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 25.37%, 14.30% and 13.94% respectively.
LIC MF Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Consumer Cyclical, Industrial, Tech, Consumer Defensive, Health, Cash Equivalent, Basic Materials, Energy, Communication, Real Estate, Utilities.
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
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. However, there is no assurance that the investment objective of the Scheme will be realised.
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 200.00. LIC MF Aggressive Hybrid Fund Direct Growth has no lock in period.
Expense ratio | 1.4% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹535 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹200 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 120.36% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
as on (06-Dec-24)
as on (31-Oct-24)
Top 3 Sectors in October were Government, Corporate & Consumer Cyclical
LIC MF Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.43% | 1.43% |
6 Month Returns | 10.84% | 10.84% |
1 Year Returns | 25.37% | 25.37% |
3 Years Returns | 49.34% | 14.3% |
5 Years Returns | 92.06% | 13.94% |
AAA | 100 |