LIC MF Aggressive Hybrid Fund-Regular Plan-Growth
Expense Ratio: 2.47
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 01-01-1991
Exit Load: Nil
Fund Size:₹537.35 Cr
Performance
1Y
Fund0.06%
Cat. Avg.1.17%
2Y
Fund2.62%
Cat. Avg.2.43%
3Y
Fund9.69%
Cat. Avg.11.24%
5Y
Fund8.88%
Cat. Avg.10.60%
10Y
Fund8.87%
Cat. Avg.11.33%
SI
Fund7.79%
Cat. Avg.11.21%
Fund Facts
Manager(s)
Mr. Sumit Bhatnagar
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd. | 40.68 | 7.70% |
| 2 | ICICI Bank Ltd. | 23.76 | 4.50% |
| 3 | 7.48% National Bk for Agriculture & Rural Dev. | 15.96 | 3.02% |
| 4 | 7.74% State Government of Karnataka | 15.86 | 3.00% |
| 5 | Treps | 15.78 | 2.99% |
| 6 | Axis Bank Ltd. | 13.39 | 2.53% |
| 7 | Bajaj Finance Ltd. | 11.37 | 2.15% |
| 8 | Apollo Hospitals Enterprise Ltd. | 11.03 | 2.09% |
| 9 | 7.34% Government of India | 11.01 | 2.08% |
| 10 | Bharti Airtel Ltd. | 10.63 | 2.01% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60927 | +1.5% | +3.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.24 L. | +3.2% | +3.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.96 L. | +9.2% | +6.0% |
| 5Y | 09 Aug, 21 | 3 L. | 3.71 L. | +23.7% | +8.6% |
| 10Y | 08 Aug, 16 | 6 L. | 9.68 L. | +61.4% | +9.3% |
| SI | 07 Apr, 06 | 12.20 L. | 31.88 L. | +161.3% | +8.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 99870 | -0.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.05 L. | +5.0% | +2.5% |
| 3Y | 20 Jul, 23 | 1 L. | 1.32 L. | +32.0% | +9.7% |
| 5Y | 20 Jul, 21 | 1 L. | 1.53 L. | +53.0% | +8.9% |
| 10Y | 20 Jul, 16 | 1 L. | 2.34 L. | +134.0% | +8.9% |
| SI | 03 Apr, 06 | 1 L. | 4.59 L. | +358.5% | +7.8% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.