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Business News/Market/Market Stats/    LIC MF Aggressive Hybrid Fund Growth

LIC MF Aggressive Hybrid Fund Growth

+
  • Hybrid
  • Aggressive Allocation
  • Rating 2
  • Plan
177.18 +1.38 (0.78%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)502.96
  • CAGR 25.69%
  • Exit Load1.00%
  • Expense ratio2.48%
  • CategoryHybrid
  • Min Investment5000
  • Min SIP1000
  • Launch Date1999-02-03

Morning Star Rating 2

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 18 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 16.62
  • 3.21%
  • 07.70 Kt Gs 2033
  • 15.78
  • 3.05%
  • 6.1% Govt Stock 2031
  • 14.35
  • 2.77%
  • ITC
  • 12.73
  • 2.46%
View More

Risk & Volitility

  • Alpha -2.74%
  • Beta 1.02
  • Sharpe Ratio0.82
  • Std Deviation 9.26%
  • Tracking Error 3.99%

About Fund

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. However, there is no assurance that the investment objective of the Scheme will be realised.

 

The LIC MF Aggressive Hybrid Fund Growth has an AUM of 502.96 crores & has delivered CAGR of 12.23% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.48%. The minimum investment in LIC MF Aggressive Hybrid Fund Growth is Rs 5000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Treps.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electronic Instr. & Controls & Construction Services.

 

Some of the similar funds are JM Aggressive Hybrid Fund Growth, Invesco India Aggressive Hybrid FundRegular Growth, Bandhan Hybrid Equity Fund Regular Plan Growth, LIC MF Aggressive Hybrid Fund Growth, Union Aggressive Hybrid Fund Regular Growth. LIC MF Aggressive Hybrid Fund Growth has a sharpe ratio of 0.82 & a standard deviation of 9.26%.

FAQs about LIC MF Aggressive Hybrid Fund Growth

According to the morning star rating LIC MF Aggressive Hybrid Fund Growth has a Moderate risk & High return.
LIC MF Aggressive Hybrid Fund Growth is managed by Karan Doshi,Pratik Shroff.
The expense ratio of LIC MF Aggressive Hybrid Fund Growth is 2.48%.
The 5 year annualized return on LIC MF Aggressive Hybrid Fund Growth is 12.23% & it has generated 25.69% in the last 1 year.
The minimum investment in LIC MF Aggressive Hybrid Fund Growth is 5000 Rs.
LIC MF Aggressive Hybrid Fund Growth has an AUM of 502.96 crores.
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