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LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment

Fund House: LIC Mutual Fund
Invest in this Scheme
Category: Hybrid: Aggressive
Launch Date: 19-06-1989
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.37% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup:
Total Assets: 489.97 Cr As on 31-12-2024(Source:AMFI)
Turn over: -
NAV as on 21-01-2025

34.5505

-0.43 (-1.2544%)

CAGR Since Inception

10.44%

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:  

RETURNS ANALYSIS

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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
30 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment 19-06-1989 8.98 13.8 7.79 11.23 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 18.6 22.14 13.66 13.92 -
Kotak Equity Hybrid - Growth 25-11-1999 15.8 18.43 13.2 16.66 12.09
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 15.18 20.7 11.99 14.95 11.97
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 14.77 20.22 14.94 17.36 11.54
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 14.77 19.92 13.64 17.64 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 14.57 25.8 14.77 24.01 -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 14.42 20.51 15.11 16.94 11.78
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 14.4 20.43 14.99 16.87 11.74
HSBC Aggressive Hybrid Fund - Regular Growth 05-01-2013 13.99 19.68 11.2 13.59 10.56

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

Scheme Documents

There are no scheme documents available

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