Previously Known As : Lic Mf Equity Hybrid Fund
Lic Mf Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 22
Rating
Growth Option 27-04-2026
NAV ₹194.3(R) +0.71% ₹222.44(D) +0.72%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.22% 12.46% 9.88% 9.77% 9.38%
Direct 5.35% 13.68% 11.1% 10.99% 10.64%
Benchmark
SIP (XIRR) Regular -0.03% 6.68% 8.79% 9.35% 9.23%
Direct 1.06% 7.87% 10.0% 10.57% 10.47%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.33 0.15 0.41 0.47% -0.39
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
11.77% -16.07% -14.45% 1.17 9.19%
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
UTI Aggressive Hybrid Fund 4
Sbi Equity Hybrid Fund 5
Edelweiss Aggressive Hybrid Fund 6

NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
LIC MF Aggressive Hybrid Fund-Regular Plan-IDCW 15.06
0.1100
0.7100%
LIC MF Aggressive Hybrid Fund-Direct Plan-IDCW 21.66
0.1500
0.7200%
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 194.3
1.3700
0.7100%
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth 222.44
1.5800
0.7200%

Review Date: 27-04-2026

Beginning of Analysis

LIC MF Aggressive Hybrid Fund is the 21st ranked fund in the Aggressive Hybrid Fund category. 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 0.47% which is lower than the category average of 1.94%, showing poor performance. The fund has a Sharpe Ratio of 0.33 which is lower than the category average of 0.46.
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 7.47%, 1.6 and -3.06 in last one, three and six months respectively. In the same period the category average return was 6.58%, 0.9% and -2.47% respectively.
  • LIC MF Aggressive Hybrid Fund has given a return of 5.35% in last one year. In the same period the Aggressive Hybrid Fund category average return was 4.73%.
  • The fund has given a return of 13.68% in last three years and ranked 20.0th out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.92%.
  • The fund has given a return of 11.1% in last five years and ranked 22nd out of twenty six funds in the category. In the same period the Aggressive Hybrid Fund category average return was 13.5%.
  • The fund has given a return of 10.64% in last ten years and ranked 17th out of eighteen funds in the category. In the same period the category average return was 12.89%.
  • The fund has given a SIP return of 1.06% in last one year whereas category average SIP return is 1.42%. The fund one year return rank in the category is 15th in 28 funds
  • The fund has SIP return of 7.87% in last three years and ranks 16th in 28 funds. Bank of India Mid & Small Cap Equity & Debt Fund has given the highest SIP return (14.67%) in the category in last three years.
  • The fund has SIP return of 10.0% in last five years whereas category average SIP return is 11.45%.

LIC MF Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 11.77 and semi deviation of 9.19. The category average standard deviation is 11.29 and semi deviation is 8.73.
  • The fund has a Value at Risk (VaR) of -16.07 and a maximum drawdown of -14.45. The category average VaR is -16.33 and the maximum drawdown is -13.35. 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 % 7.37
    6.47
    		4.38 | 11.86 6 | 28 Very Good
    3M Return % 1.33
    0.60
    		-4.57 | 10.37 7 | 28 Very Good
    6M Return % -3.59
    -3.05
    		-8.66 | 6.12 16 | 28 Average
    1Y Return % 4.22
    3.50
    		-3.61 | 13.71 11 | 28 Good
    3Y Return % 12.46
    13.54
    		8.96 | 20.63 20 | 28 Average
    5Y Return % 9.88
    12.15
    		8.23 | 18.64 22 | 26 Poor
    7Y Return % 9.77
    12.20
    		9.14 | 18.15 20 | 24 Poor
    10Y Return % 9.38
    11.68
    		8.71 | 15.76 17 | 18 Poor
    15Y Return % 8.55
    11.57
    		8.55 | 15.31 14 | 14 Poor
    1Y SIP Return % -0.03
    0.22
    		-10.06 | 15.39 15 | 28 Average
    3Y SIP Return % 6.68
    7.16
    		2.96 | 13.20 15 | 28 Average
    5Y SIP Return % 8.79
    10.11
    		7.20 | 15.55 18 | 26 Average
    7Y SIP Return % 9.35
    11.91
    		8.61 | 18.43 20 | 24 Poor
    10Y SIP Return % 9.23
    11.63
    		8.52 | 16.23 16 | 18 Poor
    15Y SIP Return % 9.18
    12.29
    		9.18 | 16.01 14 | 14 Poor
    Standard Deviation 11.77
    11.29
    		9.82 | 14.78 22 | 28 Poor
    Semi Deviation 9.19
    8.73
    		7.58 | 11.16 22 | 28 Poor
    Max Drawdown % -14.45
    -13.35
    		-18.90 | -9.66 22 | 28 Poor
    VaR 1 Y % -16.07
    -16.33
    		-26.04 | -11.06 16 | 28 Average
    Average Drawdown % -7.96
    -6.31
    		-9.66 | -3.75 25 | 28 Poor
    Sharpe Ratio 0.33
    0.46
    		0.14 | 0.94 20 | 28 Average
    Sterling Ratio 0.41
    0.49
    		0.32 | 0.78 22 | 28 Poor
    Sortino Ratio 0.15
    0.21
    		0.08 | 0.43 21 | 28 Average
    Jensen Alpha % 0.47
    1.95
    		-1.73 | 7.13 21 | 28 Average
    Treynor Ratio -0.39
    -0.39
    		-0.44 | -0.35 9 | 28 Good
    Modigliani Square Measure % 8.99
    10.21
    		7.17 | 14.85 20 | 28 Average
    Alpha % 0.50
    2.01
    		-1.29 | 7.38 21 | 28 Average
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 7.47 6.58 4.44 | 12.01 6 | 28 Very Good
    3M Return % 1.60 0.90 -4.20 | 10.74 7 | 28 Very Good
    6M Return % -3.06 -2.47 -7.95 | 6.84 16 | 28 Average
    1Y Return % 5.35 4.73 -2.08 | 15.25 12 | 28 Good
    3Y Return % 13.68 14.92 9.67 | 22.09 20 | 28 Average
    5Y Return % 11.10 13.50 9.99 | 19.31 22 | 26 Poor
    7Y Return % 10.99 13.52 10.59 | 19.55 22 | 24 Poor
    10Y Return % 10.64 12.89 10.41 | 16.74 17 | 18 Poor
    1Y SIP Return % 1.06 1.42 -8.62 | 16.93 15 | 28 Average
    3Y SIP Return % 7.87 8.49 3.65 | 14.67 16 | 28 Average
    5Y SIP Return % 10.00 11.45 7.97 | 16.94 19 | 26 Average
    7Y SIP Return % 10.57 13.25 10.19 | 19.78 21 | 24 Poor
    10Y SIP Return % 10.47 12.86 10.27 | 17.53 17 | 18 Poor
    Standard Deviation 11.77 11.29 9.82 | 14.78 22 | 28 Poor
    Semi Deviation 9.19 8.73 7.58 | 11.16 22 | 28 Poor
    Max Drawdown % -14.45 -13.35 -18.90 | -9.66 22 | 28 Poor
    VaR 1 Y % -16.07 -16.33 -26.04 | -11.06 16 | 28 Average
    Average Drawdown % -7.96 -6.31 -9.66 | -3.75 25 | 28 Poor
    Sharpe Ratio 0.33 0.46 0.14 | 0.94 20 | 28 Average
    Sterling Ratio 0.41 0.49 0.32 | 0.78 22 | 28 Poor
    Sortino Ratio 0.15 0.21 0.08 | 0.43 21 | 28 Average
    Jensen Alpha % 0.47 1.95 -1.73 | 7.13 21 | 28 Average
    Treynor Ratio -0.39 -0.39 -0.44 | -0.35 9 | 28 Good
    Modigliani Square Measure % 8.99 10.21 7.17 | 14.85 20 | 28 Average
    Alpha % 0.50 2.01 -1.29 | 7.38 21 | 28 Average
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 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
    27-04-2026 194.297 222.4394
    24-04-2026 192.9315 220.8563
    23-04-2026 194.3239 222.4436
    22-04-2026 194.9803 223.1883
    21-04-2026 195.2314 223.469
    20-04-2026 193.5404 221.5268
    17-04-2026 193.6217 221.5999
    16-04-2026 192.6623 220.4953
    15-04-2026 192.6629 220.4893
    13-04-2026 189.9345 217.3539
    10-04-2026 190.529 218.0145
    09-04-2026 188.0201 215.1373
    08-04-2026 188.7014 215.9103
    07-04-2026 182.9704 209.3467
    06-04-2026 182.3362 208.6148
    02-04-2026 180.5162 206.5077
    01-04-2026 180.4609 206.4383
    30-03-2026 177.4485 202.9802
    27-03-2026 180.9564 206.9743

    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.