Get the latest NAV of LIC MF Aggressive Hybrid Fund Direct Growth. 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.
₹215.38
▲3%1D
NAV as on 12 May 2025
10.91%/per year
Since Inception
▲▼
35 people have invested ₹ 9.2L in LIC MF Aggressive Hybrid Fund Direct Growth in the last three months
as on (12-May-25)
Ranked based on performance, risk management and cost efficiency
Ranked 19 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
as on (31-Mar-25)
Fund Distribution
as on (31-Mar-25)
Equity 74.4%
Debt & Cash 25.6%
as on (31-Mar-25)
Sector Allocation
Equity 74.4%
Debt & Cash 25.6%
Top 3 Sectors in March were Government, Financial Services & Industrial
Government
74%
Financial Services
23%
Industrial
20%
Government
72%
Financial Services
21%
Industrial
19%
as on (30-Apr-25)
Equity
Debt & Cash
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
Expense ratio | 1.41% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹506 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 |
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 10.91% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.53%, 16.30% and 17.13% respectively.
LIC MF Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Industrial, Cash Equivalent, Corporate, Consumer Cyclical, Tech, Health, Consumer Defensive, Basic Materials, Energy, Communication, Utilities, Real Estate.
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).
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.
Fund Manager of LIC MF Aggressive Hybrid Fund Direct Growth, since 6 September 2021
Fund Manager of LIC MF Aggressive Hybrid Fund Direct Growth, since 1 July 2024
3Y CAGR
▲ 13.97
5Y CAGR
▲ 16.12
5Y CAGR
▲ 12.14
5Y CAGR
▲ 5.73
LIC MF Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 7.44% | 7.44% |
6 Month Returns | 0.85% | 0.85% |
1 Year Returns | 11.53% | 11.53% |
3 Years Returns | 57.29% | 16.3% |
AAA | 100 |