LIC MF Aggressive Hybrid Fund Direct Growth

LIC MF Aggressive Hybrid Fund Direct Growth

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

Absolute Gain%

35 people have invested ₹ 9.2L in LIC MF Aggressive Hybrid Fund Direct Growth in the last three months

Fund Performance

as on (12-May-25)

Period
This Fund
Aggressive Allocation Index
1 Month
7.44%
6.08%
3 Months
7.12%
5.76%
6 Months
0.85%
1.09%
1 Year
11.53%
11.17%
3 Years
16.3%
17.37%
5 Years
17.13%
21.09%

LIC MF Aggressive Hybrid Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

19
/19
7% Performance
36% Risk Management
0% Cost

Ranked 19 out of 19 mutual funds in the aggressive allocation category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
LIC MF Aggressive Hybrid Fund
19/19
506Cr
1.41%
11.53%
16.3%
10.91%
ICICI Prudential Equity & Debt Fund Direct Growth
2/19
40,962Cr
1%
13.6%
21.88%
17.81%
DSP Aggressive Hybrid Fund Direct Growth
3/19
10,829Cr
0.71%
20.36%
20.88%
14.74%
HDFC Hybrid Equity Fund Direct Growth
9/19
23,229Cr
1.08%
12%
16.93%
15.16%

LIC MF Aggressive Hybrid Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit


Total Corpus

0

Absolute Return

LIC MF Aggressive Hybrid Fund Asset Allocation

as on (31-Mar-25)

Fund Distribution

as on (31-Mar-25)

Equity 74.4%

Debt & Cash 25.6%

Large cap
38.6%

Small cap
21.1%

Mid cap
13.6%

LIC MF Aggressive Hybrid Fund Sector Allocation

as on (31-Mar-25)

Sector Allocation

Equity 74.4%

Debt & Cash 25.6%

Financial Services
21%
Industrial
19.2%
Consumer Cyclical
17.4%
Tech
11.5%
Consumer Defensive
8%
Health
7.1%
Basic Materials
5.8%
Energy
4.9%
Communication
3%
Utilities
1.4%
Real Estate
0.8%

Top 3 Sectors in March were Government, Financial Services & Industrial

Mar'25

Government

74%

Financial Services

23%

Industrial

20%

Feb'25

Government

72%

Financial Services

21%

Industrial

19%

LIC MF Aggressive Hybrid Fund Holdings Details

as on (30-Apr-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
5.39%
-10.9%
ICICI Bank Ltd
4.59%
-6.2%
Reliance Industries Ltd
2.85%
-13.9%
Infosys Ltd
2.79%
0%
Tata Consultancy Services Ltd
2.1%
14.3%
Top Stocks bought last month
Varun Beverages Ltd's allocation increased from 1.16% to 1.29%
Varun Beverages Ltd's allocation increased from 1.16% to 1.29%

LIC MF Aggressive Hybrid Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.41%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹506 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5000/₹200
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
120.36%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About LIC MF Aggressive Hybrid Fund

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.

Key Parameters

  1. LIC MF Aggressive Hybrid Fund Direct Growth has ₹506 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 1.4.

Returns

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.

Holdings

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.

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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of LIC MF Aggressive Hybrid Fund Direct Growth

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 Growth has no lock in period.

Fund Manager

Karan Doshi

Fund Manager of LIC MF Aggressive Hybrid Fund Direct Growth, since 6 September 2021

Sumit Bhatnagar

Fund Manager of LIC MF Aggressive Hybrid Fund Direct Growth, since 1 July 2024

Learn more about LIC Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 497.2 Cr
₹ 468.5 Cr
₹ 507.6 Cr
  • AUM of the fund stands at 497.2 Cr as of Mar'25
  • AUM increased by 28.7 Cr between Mar'25 and Feb'25

Frequently Asked Questions for LIC MF Aggressive Hybrid Fund Direct Growth

What is the current NAV of LIC MF Aggressive Hybrid Fund Direct Growth?

The current NAV of LIC MF Aggressive Hybrid Fund Direct Growth is ₹215.38 as on 12-May-2025.

What are the average returns of LIC MF Aggressive Hybrid Fund Direct Growth?

Existing (Absolute + CAGR) as on 12-May-2025.
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%

How do I invest in LIC MF Aggressive Hybrid Fund Direct Growth?

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.

What is the expense ratio of LIC MF Aggressive Hybrid Fund Direct Growth?

1.41% as on April 2025

What is net assets under management (AUM) of LIC MF Aggressive Hybrid Fund Direct Growth?

₹506 Cr as on April 2025

What are the top 5 holdings of LIC MF Aggressive Hybrid Fund Direct Growth?

HDFC Bank Ltd(5.39%), ICICI Bank Ltd(4.59%), 07.70 Kt Gs 2033(3.27%), 7.18% Govt Stock 2037(3.2%), Reliance Industries Ltd(2.85%) as on April 2025

What are the top 3 sectors that this LIC MF Aggressive Hybrid Fund Direct Growth has invested in?

Financial Services(19.04%), Government(17.37%), Industrial(14.2%) as on April 2025

What is the credit rating breakup of LIC MF Aggressive Hybrid Fund Direct Growth?

AAA
100

Who is the manager of LIC MF Aggressive Hybrid Fund Direct Growth?

Karan Doshi, Sumit Bhatnagar are the fund managers of LIC MF Aggressive Hybrid Fund Direct Growth

What is the exit load of LIC MF Aggressive Hybrid Fund Direct Growth?

The Exit load of LIC MF Aggressive Hybrid Fund Direct Growth is 1%