LIC MF Aggressive Hybrid Fund-Regular Plan-Growth
(Erstwhile LIC MF Balanced Fund-Regular Plan-Growth)
Fund House: LIC Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 31-03-1991 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.46% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 536.04 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: 80% | Exit Load: 1% if Exit within 1 year for any investment (12% of the unit allotted shall be redeemed/switched without any exit load,on or before completion of 12 months) |
193.1429
1.97 (1.0217%)
9.13%
Benchmark: 12.55%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 10 Months
14 Years 11 Months
16 Years 5 Months
26 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in money market insruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 9.33 |
| Sharpe Ratio | 0.57 |
| Alpha | 1.29 |
| Beta | 0.98 |
| Yield to Maturity | 7.13 |
| Average Maturity | 9.34 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| LIC MF Aggressive Hybrid Fund-Regular Plan-Growth | 31-03-1991 | 18.71 | 18.35 | 11.38 | 12.97 | 8.45 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 28.29 | 25.51 | 16.11 | 15.59 | - |
| JM Aggressive Hybrid Fund (Regular) -Growth Option | 01-04-1995 | 27.63 | 30.38 | 22.78 | 24.32 | 12.87 |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH | 05-07-2016 | 27.17 | 29.98 | 17.48 | 26.76 | - |
| HSBC Aggressive Hybrid Fund - Regular Growth | 05-01-2013 | 25.54 | 24.25 | 14.15 | 15.63 | 11.98 |
| Kotak Equity Hybrid - Growth | 25-11-1999 | 23.62 | 21.53 | 15.85 | 18.05 | 13.12 |
| BANDHAN Hybrid Equity Fund-Regular Plan Growth | 05-12-2016 | 22.75 | 21.33 | 13.4 | 16.61 | - |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 22.32 | 23.46 | 17.23 | 18.07 | 12.53 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 22.32 | 23.56 | 17.34 | 18.14 | 12.57 |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 21.38 | 23.06 | 17.1 | 18.62 | 12.29 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.74%
Others
23.5%
Large Cap
46.32%
Mid Cap
8.44%
Scheme Documents
There are no scheme documents available
