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LIC MF Aggressive Hybrid Fund-Regular Plan-Growth

(Erstwhile LIC MF Balanced Fund-Regular Plan-Growth)

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Category: Hybrid: Aggressive
Launch Date: 31-03-1991
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.46% As on (31-08-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 569.56 Cr As on (31-08-2023)
Turn over: 66%
NAV as on 22-09-2023

149.6541

-0.41 (-0.2709%)

CAGR Since Inception

8.94%

CRISIL Hybrid 35+65 Aggressive TRI 12.35%

PERFORMANCE of LIC MF Aggressive Hybrid Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 22-09-2023

Yearly Performance (%)

Fund Managers

Sanjay Pawar, Karan Doshi

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.

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value		 Returns
(%)
31-07-2023 149.3194 669.7053 100000 0.0 %
31-08-2023 149.3997 669.7053 100054 0.05 %
22-09-2023 149.6541 669.7053 100224 0.22 %

RETURNS CALCULATOR for LIC MF Aggressive Hybrid Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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Key Performance and Risk Statistics of LIC MF Aggressive Hybrid Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 10.35 0.82 -1.92 0.79 7.27 4.02
Hybrid: Aggressive - - - - - -

PEER COMPARISION of LIC MF Aggressive Hybrid Fund-Regular Plan-Growth

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Data as on - 22-09-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 9.32 3.97 13.85 9.09 9.14
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 23.35 11.25 24.53 13.53 13.37
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 20.17 15.95 30.56 16.53 17.42
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 18.96 9.69 27.43 15.6 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 16.91 11.27 22.4 13.35 14.08
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 16.76 10.51 23.32 12.21 13.43
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 16.68 11.11 22.28 13.29 14.04
Nippon India Equity Hybrid Fund - Growth Plan 05-06-2005 16.32 10.56 22.81 7.63 12.84
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 14.67 8.9 22.04 0.0 0.0
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 14.41 7.86 20.78 11.97 14.16

PORTFOLIO ANALYSIS of LIC MF Aggressive Hybrid Fund-Regular Plan-Growth

Asset Allocation (%)

Allocation Percentage (%)