Sandbox
LIC MF Aggressive Hybrid Fund-Regular Plan-IDCW
Category: Hybrid: Aggressive
Launch Date: 31-03-1991
AUM:
₹ 538.66 Cr
Expense Ratio
2.47%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF767K01022
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
200
Fund Manager
FM -1-Mr. Karan Doshi, FM -2-Mr. Sumit Bhatnagar, FM -3-Mr. Pratik Harish Shroff
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| LIC MF Aggressive Hybrid Fund-Regular Plan-IDCW | 2.05 | 13.13 | 11.24 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.0648
Last change
0.03 (0.1674%)
Fund Size (AUM)
₹ 538.66 Cr
Performance
6.25% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
FM -1-Mr. Karan Doshi, FM -2-Mr. Sumit Bhatnagar, FM -3-Mr. Pratik Harish Shroff
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| GRAND TOTAL | 100.0 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.75 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.36 |
| Treps | 4.03 |
| 7.18% Government of India | 2.93 |
| 7.7% State Government of Karnataka | 2.9 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.35 |
| INFOSYS LIMITED EQ FV RS 5 | 2.33 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.27 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.2 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.25 |
| Capital Goods | 8.43 |
| Information Technology | 7.69 |
| Fast Moving Consumer Goods | 7.66 |
| Healthcare | 6.96 |
| Automobile and Auto Components | 5.55 |
| Consumer Services | 2.95 |
| Construction | 2.57 |
| Oil, Gas & Consumable Fuels | 2.27 |
| Construction Materials | 2.06 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| LIC MF Aggressive Hybrid Reg IDCW | 11.24 |
| ICICI Pru Equity & Debt Gr | 21.87 |
| SBI Equity Hybrid Reg Gr | 13.93 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 19.09 |
| Mirae Asset Aggressive Hybrid Reg Gr | 13.67 |
| Bandhan Aggr Hyb Fund Reg Gr | 15.55 |
| DSP Aggressive Hybrid Fund Reg Gr | 14.21 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 17.42 |
| Edelweiss Aggr Hybrid Plan B Gr | 16.87 |
| Edelweiss Aggr Hybrid Reg Gr | 16.82 |