LIC MF Aggressive Hybrid Fund Direct Plan Growth Option
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 167 as on 29-09-2023
Fund Performance
31 people have invested ₹ 22.3L in LIC MF Aggressive Hybrid Fund Direct Plan Growth Option in the last three months
Fund Insights
In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 31.58% return, outperforming this fund by 16.62% per annum.
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 21.56% return, outperforming this fund by 10.72% per annum.
In the last 1 year, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 25.11% return, outperforming this fund by 11%.
Over the last 3 months, this fund has experienced a 45.6% growth in AUM moving from 391.06 Cr to 569.56 Cr.
INDmoney Rank
Powered by IND quant engine
18
/18
5% Performance
48% Risk Management
0% Cost
18 out of 18 among aggressive allocation
About the Fund
LIC MF Aggressive Hybrid Fund Direct Plan Growth Option is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sanjay Pawar, Karan Doshi. This fund gives you the benefit of diversification.
Key Parameters
- LIC MF Aggressive Hybrid Fund Direct Plan Growth Option has ₹570 Cr worth of assets under management (AUM) as on Aug 2023 and is less than category average.
- The fund has an expense ratio 1.4.
LIC MF Aggressive Hybrid Fund Direct Plan Growth Option Overview
 | 1.4% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹570 Cr |
 | 1 January, 2013 |
 | ₹5000/₹1000 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 95.28% |
Fund Distribution as on (31-Aug-23)
Size breakup
Large cap
53.4%
Small cap
12.2%
Mid cap
10.4%
Sector Allocation
Financial Services
37.2%
Consumer Cyclical
16.9%
Tech
13.4%
Consumer Defensive
8.6%
Industrial
7.2%
Health
5.1%
Basic Materials
4.7%
Energy
4.3%
Communication
1.8%
Utilities
0.9%
Top Holdings of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option as on (31-Aug-23)
Equity Holdings55
Debt Holdings9
LIC MF Aggressive Hybrid Fund Direct Plan Growth Option: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 569.6 Cr as of Aug'23
- AUM decreased by 10.4 Cr between Aug'23 and Jul'23
Fund Portfolio Changes
Peer Analysis
LIC MF Aggressive Hybrid Fund Direct Plan Growth Option Fund Manager
Sanjay Pawar
Fund Manager of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option, since 1 January 2022
Top funds managed
Karan Doshi
Fund Manager of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option, since 6 September 2021
Top funds managed
Fund Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 10.02% since inception which is less than its category average return of 11.81%
Fund Allocations
This fund has an allocation of 75.94% in Equity, 20.7% in Debt and 3.36% in Cash related instruments
AUM size ₹570 Cr
This fund has AUM of ₹570 Cr which is less than its category average of ₹ 4287 Cr
Expense Ratio 1.4%
This fund has an expense ratio of 1.4% which is less than its category average expense ratio of 1.55%
Frequently Asked Questions
The current NAV of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option is ₹167.03 as on 29-Sep-2023.
Existing (Absolute + CAGR) as on 29-Sep-2023.
LIC MF Aggressive Hybrid Fund Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 0.67% | 0.67% |
6 Month Returns | 14.51% | 14.51% |
1 Year Returns | 14.11% | 14.11% |
3 Years Returns | 51.95% | 14.96% |
5 Years Returns | 67.32% | 10.84% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
1.4% as on August 2023
₹570 Cr as on August 2023
HDFC Bank Ltd(7.66%), 7.06% Govt Stock 2028(6.29%), ICICI Bank Ltd(6.16%), 7.38% Govt Stock 2027(4.75%), Infosys Ltd(4.05%) as on August 2023
Financial Services(28.24%), Government(15.78%), Consumer Cyclical(12.81%) as on August 2023
AAA | 100 |
Sanjay Pawar, Karan Doshi are the fund managers of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option
The Exit load of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option is 1%