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LIC MF Aggressive Hybrid Fund-Direct Plan-IDCW

LIC · Aggressive Hybrid
High
₹21.99
Current NAV
25 Jun 2026
10.2%
1Y Return
13.7%
3Y CAGR
10.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.62%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.62).
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.62
Sharpe Ratio
0.62
Beta
1.62
Alpha
2.14
Sortino
Fund Details
Fund House LIC
Category Aggressive Hybrid
AUM ₹8170 Cr
Expense Ratio 0.62%
Min SIP ₹500
Min Lumpsum ₹1000
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