Investt

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

FM -1-Mr. Karan Doshi, FM -2-Mr. Sumit Bhatnagar, FM -3-Mr. Pratik Harish Shroff

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.

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

2.47% As on (28-11-2025)

Minimum Investment | Top up

5000.0 | 500.0

Total Assets

538.66 Cr As on (28-11-2025)

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

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 08-01-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth	6.09	13.82	10.62	10.05	8.97
Benchmark	-	-	-	-	-
Hybrid: Aggressive	5.62	14.67	13.54	12.22	12.81

Nav Movement

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :

Period :

Start :

End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :

Start :

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.

Select Start Date

Select Rolling Return Time Period

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	8.96	0.78	0.87	1.13	7.13	9.34
Hybrid: Aggressive	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
LIC MF Aggressive Hybrid Reg Gr	10.62
SBI Equity Hybrid Reg Gr	12.83
ICICI Pru Equity & Debt Gr	20.87
Mirae Asset Aggressive Hybrid Reg Gr	12.76
quant Aggressive Hybrid Fund Gr Reg Plan	16.88
Bandhan Aggr Hyb Fund Reg Gr	14.39
Mahindra Manulife Aggressive Hybrid Fund Reg Gr	15.92
ABSL Equity Hybrid95 Reg Gr	12.0
Canara Robeco Equity Hybrid Reg Gr	12.3
Nippon India Aggressive Hybrid Fund Gr Plan	15.14

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	21.86
Capital Goods	9.39
Information Technology	7.73
Healthcare	7.38
Fast Moving Consumer Goods	6.87
Automobile and Auto Components	6.02
Consumer Services	2.94
Oil, Gas & Consumable Fuels	2.29
Construction Materials	2.13
Construction	2.05

Portfolio Holdings

Company	Holdings (%)
GRAND TOTAL	100.0
HDFC BANK LIMITED EQ NEW FV RE. 1/-	6.0
ICICI BANK LIMITED EQ NEW FV RS. 2/-	4.24
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-	2.95
7.7% State Government of Karnataka	2.91
Treps	2.81
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5	2.36
AXIS BANK LIMITED EQ NE FV RS. 2/-	2.35
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-	2.3
RELIANCE INDUSTRIES LIMITED EQ	2.29

LIC MF Aggressive Hybrid Fund-Regular Plan-Growth