LIC MF Aggressive Hybrid Fund Direct Plan Growth Option

LIC MF Aggressive Hybrid Fund Direct Plan Growth Option

Compare
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 190.22 as on 18-04-2024
Fund Performance
zero opening, trading, fund transfer fee
45 people have invested ₹ 5.6L in LIC MF Aggressive Hybrid Fund Direct Plan Growth Option in the last three months

Mutual Fund Insights

Insights icon
In the last 1 year, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 48.64% return, outperforming this fund by 21.84%.
Insights icon
Over the last 6 months, this fund has experienced a 10.7% drop in AUM moving from 563.13 Cr to 502.96 Cr.
Insights icon
In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 26.23% return, outperforming this fund by 13.2% per annum.
Insights icon
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 25.29% return, outperforming this fund by 13.17% per annum.

INDmoney Rank of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option

Powered by IND quant engine
18
/18
5% Performance
49% Risk Management
0% Cost
18 out of 18 among aggressive allocation

About the LIC MF Aggressive Hybrid Fund Direct Plan Growth Option

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

  1. LIC MF Aggressive Hybrid Fund Direct Plan Growth Option has ₹503 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
  2. The fund has an expense ratio 1.4.

LIC MF Aggressive Hybrid Fund Direct Plan Growth Option Overview

Expense ratio
Expense ratio
1.4%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹503 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹1000
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
95.28%

LIC MF Aggressive Hybrid Fund Direct Plan Growth Option Distribution as on (31-Mar-24)

  • Equity 76.8%

  • Debt & Cash 23.2%

Size breakup

Large cap
52.4%
Small cap
12.9%
Mid cap
11.6%
Sector Allocation

Mar'24

Feb'24

Jan'24

Financial Services
26.5%
Industrial
18.7%
Consumer Cyclical
18.1%
Tech
8%
Consumer Defensive
8%
Energy
5.6%
Health
5.3%
Basic Materials
4.1%
Utilities
2.5%
Communication
2.1%
Real Estate
1.1%

Top Holdings of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option as on (31-Mar-24)

  • Equity

  • Debt & Cash

Equity Holdings53
Debt Holdings15

LIC MF Aggressive Hybrid Fund Direct Plan Growth Option: Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Mar'24
Feb'24
Jan'24
AUM
₹ 507.2 Cr
₹ 507.2 Cr
₹ 505.2 Cr
  • AUM of the fund stands at 507.2 Cr as of Mar'24
  • AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes

LIC MF Aggressive Hybrid Fund Direct Plan Growth Option Fund Manager

Sanjay Pawar
Sanjay Pawar
Fund Manager of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option, since 1 January 2022
Karan Doshi
Karan Doshi
Fund Manager of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option, since 6 September 2021

LIC MF Aggressive Hybrid Fund Direct Plan Growth Option Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 10.8% since inception which is less than its category average return of 12.57%
Fund Allocations

Fund Allocations

This fund has an allocation of 76.83% in Equity, 22.39% in Debt and 0.78% in Cash related instruments
AUM size ₹503 Cr

AUM size ₹503 Cr

This fund has AUM of ₹503 Cr which is less than its category average of ₹ 5010 Cr
Expense Ratio 1.4%

Expense Ratio 1.4%

This fund has an expense ratio of 1.4% which is less than its category average expense ratio of 1.5%

Frequently Asked Questions

The current NAV of LIC MF Aggressive Hybrid Fund Direct Plan Growth Option is ₹190.22 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
LIC MF Aggressive Hybrid Fund Direct Plan Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
2.73%
2.73%
6 Month Returns
13.06%
13.06%
1 Year Returns
26.8%
26.8%
3 Years Returns
44.4%
13.03%
5 Years Returns
77.13%
12.11%
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 March 2024
₹503 Cr as on March 2024
HDFC Bank Ltd(5.44%), ICICI Bank Ltd(4.92%), Reliance Industries Ltd(3.67%), Infosys Ltd(3.15%), 07.70 Kt Gs 2033(3.13%) as on March 2024
Financial Services(20.36%), Government(19.22%), Industrial(14.36%) as on March 2024
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%