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HybridAggressive Hybrid FundDirect · Growth

LIC MF Aggressive Hybrid Fund-Direct Plan-Growth

LIC · Scheme 120261

230.37 0.24%NAV · 2026-08-05
52
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
11.9%
Risk level
Moderately High
Min SIP
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.18%
3 Months+4.34%
6 Months+2.31%
1 Year+4.00%
3 Years (CAGR)+11.86%
5 Years (CAGR)+9.67%
10 Years (CAGR)+10.27%
Since Launch+10.37%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns34
Consistency65
Risk-adjusted27
Downside protection62
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 3.7%
  • Volatility: 12% annualised
  • Direct plan: no distributor commission

What to watch

  • 5Y CAGR vs category: -1.7% vs category avg
  • 10Y CAGR vs category: -2.3% vs category avg
  • Beat category: beat category in 15% of windows
  • Sharpe ratio: 0.36

Risk metrics

Sharpe ratio
0.36
Sortino ratio
0.44
Volatility
12.18%
Max drawdown
-28.16%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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