LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
Get the latest NAV of LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹21.88
▲0.3%1D
NAV as on 12 Sep 2025
9.9%/per year
Since Inception
▲▼
2 people have invested ₹ 2K in LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl in the last three months
LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (12-Sep-25)
The fund has outperformed the benchmark (Aggressive Allocation Index) over 1Y, 3Y, but underperformed over 5Y.
Peer comparison
LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl Asset Allocation
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl Sector Allocation
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Top 3 Sectors in July were Government, Financial Services & Industrial
Government
71%
Financial Services
27%
Industrial
18%
Government
71%
Financial Services
28%
Industrial
18%
LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl Holdings Details
as on (31-Aug-25)
LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.4% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹519 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹200 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 77.44% |
| Risk |   Very High Risk |
About LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sumit Bhatnagar, Pratik Shroff, Karan Doshi. This fund gives you the benefit of diversification.
Key Parameters
- LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl has ₹519 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
- The fund has an expense ratio 1.4.
Returns
LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl has given a CAGR return of 9.90% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.85%, 13.65% and 15.14% respectively.
Holdings
LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl has allocated its funds majorly in Government, Financial Services, Industrial, Corporate, Tech, Consumer Defensive, Consumer Cyclical, Cash Equivalent, Health, Basic Materials, Energy, Communication, Utilities, Real Estate.
Taxation
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 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
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 and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 200.00. LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl has no lock in period.
Fund Manager
Sumit Bhatnagar
Fund Manager of LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl, since 1 July 2024
Pratik Shroff
Fund Manager of LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl, since 26 September 2023
Karan Doshi
Fund Manager of LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl, since 6 September 2021
- AUM of the fund stands at 528.9 Cr as of Jul'25
- AUM decreased by 15.6 Cr between Jul'25 and Jun'25
Frequently Asked Questions for LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
How do I invest in LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl?
- Download the INDmoney app.
- Search for ‘LIC MF Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.