LIC Aggressive Hybrid IDCW Reinvest Direct Plan
SIP amount
Min. ₹200
Lumpsum amount
Min. ₹5,000

LIC Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹20.4006
-1.06%
(25 Apr)
AUM
497 Cr
TER
1.42%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.4%
+7.2%
+5.3%
+5.3%
+5.3%
+5.3%
3Y
+14.2%
+13.1%
+22.5%
+22.5%
+22.5%
+22.5%
5Y
+20.8%
+16.1%
+29.3%
+29.3%
+29.3%
+29.3%
ALL
+13.6%
+9.6%
+13.1%
+13.1%
+14.2%
+14.2%
VOL
-
12.6%
14.5%
14.5%
15.5%
15.5%
TER
-
1.4%
0.7%
0.7%
0.7%
0.7%
AUM
-
₹497 Cr
₹768 Cr
₹768 Cr
₹768 Cr
₹768 Cr
INFO
-
0.76
0.90
0.90
0.92
0.92
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
LIC Aggressive Hybrid IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
HDFC Bank Ltd
5.4%
ICICI Bank Ltd
4.6%
Infosys Ltd
3.4%
07.70 Kt Gs 2033
3.3%
7.18% Govt Stock 2037
3.2%
Reliance Industries Ltd
3.1%
Tata Consultancy Services Ltd
2.3%
NLc India Limited - NCD & Bonds - NCD & Bonds
2.2%
Treps
2.2%
07.73 Kt Gs 2034
2.2%
Top industry exposure
Financial Services
17.0%
Industrials
14.8%
Consumer Cyclical
10.9%
Technology
8.8%
Consumer Defensive
6.5%
Other information
Minimum SIP
₹200
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
54%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund 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. However, there is no assurance that the investment objective of the Scheme will be realised.
Fund manager(s)
Sumit Bhatnagar
Karan Doshi
Pratik Shroff

FAQs