Previously Known As : Lic Mf Equity Hybrid Fund
Lic Mf Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 17
Rating
Growth Option 13-03-2026
NAV ₹183.03(R) -1.76% ₹209.26(D) -1.76%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.34% 11.5% 8.28% 9.17% 9.48%
Direct 6.49% 12.71% 9.49% 10.38% 10.73%
Benchmark
SIP (XIRR) Regular -9.86% 3.71% 6.73% 8.39% 8.47%
Direct -8.84% 4.89% 7.93% 9.62% 9.71%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.71 0.33 0.55 0.14% -0.37
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
10.18% -12.87% -14.45% 1.17 7.55%
Fund AUM As on: 30/12/2025 535 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Bank of India Mid & Small Cap Equity & Debt Fund 2
Bandhan Aggressive Hybrid Fund 3
Mirae Asset Aggressive Hybrid Fund 4
Kotak Aggressive Hybrid Fund 5
UTI Aggressive Hybrid Fund 6

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
LIC MF Aggressive Hybrid Fund-Regular Plan-IDCW 14.31
-0.2600
-1.7600%
LIC MF Aggressive Hybrid Fund-Direct Plan-IDCW 20.38
-0.3700
-1.7600%
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 183.03
-3.2800
-1.7600%
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth 209.26
-3.7500
-1.7600%

Review Date: 13-03-2026

Beginning of Analysis

In the Aggressive Hybrid Fund category, LIC MF Aggressive Hybrid Fund is the 21st ranked fund. The category has total 28 funds. The 2 star rating shows a poor past performance of the LIC MF Aggressive Hybrid Fund in Aggressive Hybrid Fund. The fund has a Jensen Alpha of 0.14% which is lower than the category average of 1.58%, showing poor performance. The fund has a Sharpe Ratio of 0.71 which is lower than the category average of 0.87.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Aggressive Hybrid Mutual Funds

LIC MF Aggressive Hybrid Fund Return Analysis

  • The fund has given a return of -6.49%, -8.6 and -7.05 in last one, three and six months respectively. In the same period the category average return was -6.34%, -7.16% and -5.42% respectively.
  • LIC MF Aggressive Hybrid Fund has given a return of 6.49% in last one year. In the same period the Aggressive Hybrid Fund category average return was 6.94%.
  • The fund has given a return of 12.71% in last three years and ranked 22.0nd out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.15%.
  • The fund has given a return of 9.49% in last five years and ranked 24th out of twenty six funds in the category. In the same period the Aggressive Hybrid Fund category average return was 12.31%.
  • The fund has given a return of 10.73% in last ten years and ranked 17th out of eighteen funds in the category. In the same period the category average return was 12.98%.
  • The fund has given a SIP return of -8.84% in last one year whereas category average SIP return is -6.65%. The fund one year return rank in the category is 23rd in 27 funds
  • The fund has SIP return of 4.89% in last three years and ranks 20th in 27 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (10.34%) in the category in last three years.
  • The fund has SIP return of 7.93% in last five years whereas category average SIP return is 9.86%.

LIC MF Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 10.18 and semi deviation of 7.55. The category average standard deviation is 9.77 and semi deviation is 7.18.
  • The fund has a Value at Risk (VaR) of -12.87 and a maximum drawdown of -14.45. The category average VaR is -12.16 and the maximum drawdown is -12.77. The fund has a beta of 1.09 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Aggressive Hybrid Fund Category
  • Good Performance in Aggressive Hybrid Fund Category
  • Poor Performance in Aggressive Hybrid Fund Category
  • Very Poor Performance in Aggressive Hybrid Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -6.57
    -6.42
    		-8.16 | -4.26 16 | 28 Average
    3M Return % -8.84
    -7.42
    		-10.77 | -3.32 26 | 28 Poor
    6M Return % -7.54
    -5.97
    		-11.16 | -3.26 25 | 28 Poor
    1Y Return % 5.34
    5.67
    		-0.78 | 11.32 16 | 28 Average
    3Y Return % 11.50
    12.78
    		9.18 | 17.38 20 | 28 Average
    5Y Return % 8.28
    10.99
    		7.38 | 17.29 22 | 26 Poor
    7Y Return % 9.17
    11.67
    		8.68 | 17.16 22 | 24 Poor
    10Y Return % 9.48
    11.77
    		8.64 | 15.98 16 | 18 Poor
    15Y Return % 8.50
    11.65
    		8.50 | 15.50 14 | 14 Poor
    1Y SIP Return % -9.86
    -7.71
    		-16.16 | -2.98 24 | 28 Poor
    3Y SIP Return % 3.71
    4.95
    		2.24 | 9.66 20 | 28 Average
    5Y SIP Return % 6.73
    8.52
    		5.40 | 13.90 21 | 26 Average
    7Y SIP Return % 8.39
    11.26
    		7.84 | 17.17 22 | 24 Poor
    10Y SIP Return % 8.47
    11.12
    		7.89 | 15.88 16 | 18 Poor
    15Y SIP Return % 8.51
    11.79
    		8.51 | 15.62 14 | 14 Poor
    Standard Deviation 10.18
    9.77
    		8.29 | 14.01 22 | 28 Poor
    Semi Deviation 7.55
    7.18
    		6.04 | 10.43 21 | 28 Average
    Max Drawdown % -14.45
    -12.77
    		-18.90 | -8.07 23 | 28 Poor
    VaR 1 Y % -12.87
    -12.16
    		-18.71 | -8.35 20 | 28 Average
    Average Drawdown % -4.82
    -4.08
    		-7.65 | -2.33 22 | 28 Poor
    Sharpe Ratio 0.71
    0.87
    		0.55 | 1.45 20 | 28 Average
    Sterling Ratio 0.55
    0.65
    		0.46 | 0.93 23 | 28 Poor
    Sortino Ratio 0.33
    0.43
    		0.25 | 0.79 21 | 28 Average
    Jensen Alpha % 0.14
    1.58
    		-1.70 | 6.75 20 | 28 Average
    Treynor Ratio -0.37
    -0.37
    		-0.43 | -0.31 14 | 28 Good
    Modigliani Square Measure % 11.40
    12.65
    		10.13 | 17.28 20 | 28 Average
    Alpha % 0.70
    2.13
    		-1.09 | 6.74 21 | 28 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -6.49 -6.34 -8.06 | -4.17 16 | 28 Average
    3M Return % -8.60 -7.16 -10.43 | -3.03 26 | 28 Poor
    6M Return % -7.05 -5.42 -10.48 | -2.67 25 | 28 Poor
    1Y Return % 6.49 6.94 0.82 | 12.83 17 | 28 Average
    3Y Return % 12.71 14.15 10.26 | 18.66 22 | 28 Poor
    5Y Return % 9.49 12.31 9.13 | 17.96 24 | 26 Poor
    7Y Return % 10.38 12.98 10.12 | 18.54 23 | 24 Poor
    10Y Return % 10.73 12.98 10.32 | 16.89 17 | 18 Poor
    1Y SIP Return % -8.84 -6.65 -14.77 | -2.12 23 | 27 Poor
    3Y SIP Return % 4.89 6.20 3.17 | 10.34 20 | 27 Average
    5Y SIP Return % 7.93 9.86 7.15 | 14.59 19 | 25 Average
    7Y SIP Return % 9.62 12.65 9.62 | 17.86 23 | 23 Poor
    10Y SIP Return % 9.71 12.36 9.64 | 16.62 16 | 17 Poor
    Standard Deviation 10.18 9.77 8.29 | 14.01 22 | 28 Poor
    Semi Deviation 7.55 7.18 6.04 | 10.43 21 | 28 Average
    Max Drawdown % -14.45 -12.77 -18.90 | -8.07 23 | 28 Poor
    VaR 1 Y % -12.87 -12.16 -18.71 | -8.35 20 | 28 Average
    Average Drawdown % -4.82 -4.08 -7.65 | -2.33 22 | 28 Poor
    Sharpe Ratio 0.71 0.87 0.55 | 1.45 20 | 28 Average
    Sterling Ratio 0.55 0.65 0.46 | 0.93 23 | 28 Poor
    Sortino Ratio 0.33 0.43 0.25 | 0.79 21 | 28 Average
    Jensen Alpha % 0.14 1.58 -1.70 | 6.75 20 | 28 Average
    Treynor Ratio -0.37 -0.37 -0.43 | -0.31 14 | 28 Good
    Modigliani Square Measure % 11.40 12.65 10.13 | 17.28 20 | 28 Average
    Alpha % 0.70 2.13 -1.09 | 6.74 21 | 28 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Lic Mf Aggressive Hybrid Fund NAV Regular Growth Lic Mf Aggressive Hybrid Fund NAV Direct Growth
    13-03-2026 183.028 209.2568
    12-03-2026 186.3123 213.0055
    11-03-2026 188.0892 215.0306
    10-03-2026 190.2888 217.5389
    09-03-2026 188.2008 215.1455
    06-03-2026 190.8016 218.0991
    05-03-2026 192.2388 219.7355
    04-03-2026 190.4066 217.6347
    02-03-2026 193.4618 221.1137
    27-02-2026 195.687 223.637
    26-02-2026 197.2934 225.4662
    25-02-2026 196.9524 225.0698
    24-02-2026 195.5683 223.4815
    23-02-2026 196.6998 224.7679
    20-02-2026 195.7613 223.6755
    19-02-2026 195.455 223.319
    18-02-2026 197.8086 226.0013
    17-02-2026 197.2257 225.3287
    16-02-2026 196.4707 224.4594
    13-02-2026 195.9012 223.7889

    Fund Launch Date: 01/Jan/1991
    Fund Category: Aggressive Hybrid Fund
    Investment Objective: An open ended balanced scheme which seeks to provide regular returns and capital appreciation accordingto the selection of plan by investing in equities and debt. However, there is no assurance that the investmentobjective of the Schemes will be realized.
    Fund Description: An open ended hybrid schemeinvesting predominantly in equity and equityrelated instruments.
    Fund Benchmark: Crisil Hybrid 35 + 65 - AggressiveIndex
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.