LIC MF ULIS (15 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment

Fund House: LIC Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 19-06-1989
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.39% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 10000.0
Minimum Topup:
Total Assets: -
Turn over: -

34.8184

10.75%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 (15 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment 19-06-1989 15.47 12.65 8.31 12.02 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 32.33 29.82 20.45 24.0 12.56
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 30.95 22.62 14.32 14.67 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 26.85 20.26 14.51 18.6 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 26.09 27.62 16.76 25.48 -
Kotak Equity Hybrid - Growth 25-11-1999 25.89 19.41 13.86 17.9 12.75
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 25.78 22.4 17.9 21.42 15.18
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 25.7 21.25 14.92 18.56 12.0
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 25.5 20.76 12.34 14.8 11.72
DSP Equity & Bond Fund- Regular Plan - Growth 26-05-1999 25.1 20.91 12.09 16.01 12.67

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

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