Lic Mf Equity Hybrid Fund Overview
Category	Aggressive Hybrid Fund
BMSMONEY Rank	15
BMSMONEY Rating
Gro. Opt.	As On:	26-07-2024
NAV	₹191.09_(R)		+1.09%	₹214.65_(D)	+1.09%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	28.85%	13.51%	13.49%	10.62%	9.78%
LumpSum_(D)	30.23%	14.77%	14.76%	11.93%	10.98%
SIP_(R)	35.44%	19.89%	15.73%	13.58%	11.57%
SIP_(D)	36.9%	21.13%	16.97%	14.81%	12.78%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	-	-	-	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	-%	-%	-%	-	-%

Top Aggressive Hybrid Fund
Fund Name	Rank	Rating
JM Equity Hybrid Fund	1
ICICI Prudential Equity & Debt Fund	2
Quant Absolute Fund	3
Edelweiss Aggressive Hybrid Fund	4
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	5
UTI Hybrid Equity Fund	6

NAV Date: 26-07-2024

Scheme Name	NAV	Rupee Change	Percent Change
LIC MF Equity Hybrid Fund-Regular Plan-IDCW	16.99	0.1800	1.0900%
LIC MF Equity Hybrid Fund-Direct Plan-IDCW	20.92	0.2300	1.0900%
LIC MF Equity Hybrid Fund-Regular Plan-Growth	191.09	2.0600	1.0900%
LIC MF Equity Hybrid Fund-Direct Plan-Growth	214.65	2.3200	1.0900%

Review Date: 26-07-2024

LIC Mf Equity Hybrid Fund has shown average performance in the Aggressive Hybrid Fund category. The fund has rank of 15 out of 26 funds in the category. The fund has delivered return of 28.85% in 1 year, 13.51% in 3 years, 13.49% in 5 years and 9.78% in 10 years. The category average for the same periods is 31.06%, 16.56%, 18.04% and 13.31% respectively, which shows poor return performance of fund in the category. The fund has high risk in the category.

Key Points:

An investment of ₹10,000 in LIC Mf Equity Hybrid Fund direct growth option would have grown to ₹13023.0 in 1 year, ₹15117.0 in 3 years and ₹19905.0 in 5 years as of today (26-07-2024).
An SIP of ₹1,000 per month in LIC Mf Equity Hybrid Fund direct growth option would have grown to ₹14275.0 in 1 year, ₹49037.0 in 3 years and ₹91669.0 in 5 years as of today (26-07-2024).

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	1.71	3.17	1.15 \| 4.58	24 \| 27	Poor
3M Return %	8.93	9.59	6.80 \| 14.01	16 \| 27	Average
6M Return %	15.95	16.28	12.30 \| 22.91	14 \| 27	Good
1Y Return %	28.85	31.06	19.59 \| 53.05	17 \| 27	Average
3Y Return %	13.51	16.56	9.87 \| 25.61	24 \| 26	Poor
5Y Return %	13.49	18.04	13.23 \| 28.47	24 \| 25	Poor
7Y Return %	10.62	13.36	9.50 \| 19.90	18 \| 20	Poor
10Y Return %	9.78	13.31	9.78 \| 17.51	15 \| 15	Poor
15Y Return %	9.39	13.50	9.39 \| 17.02	12 \| 12	Poor
1Y SIP Return %	35.44	37.80	26.37 \| 58.84	16 \| 27	Average
3Y SIP Return %	19.89	22.63	15.93 \| 36.16	20 \| 26	Average
5Y SIP Return %	15.73	20.12	14.22 \| 29.95	23 \| 25	Poor
7Y SIP Return %	13.58	17.38	12.31 \| 24.44	19 \| 20	Poor
10Y SIP Return %	11.57	14.98	11.57 \| 20.62	15 \| 15	Poor
15Y SIP Return %	10.41	14.27	10.41 \| 17.84	12 \| 12	Poor

_{Return data last Updated On :
July 26, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

April 30, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	1.80	3.27	1.28 \| 4.70	24 \| 27
3M Return %	9.21	9.91	7.20 \| 14.37	16 \| 27
6M Return %	16.56	16.98	13.18 \| 24.03	14 \| 27
1Y Return %	30.23	32.66	21.53 \| 55.59	17 \| 27
3Y Return %	14.77	17.96	11.67 \| 27.11	24 \| 26
5Y Return %	14.76	19.45	14.76 \| 29.68	25 \| 25
7Y Return %	11.93	14.60	10.80 \| 21.08	17 \| 20
10Y Return %	10.98	14.39	10.98 \| 18.35	15 \| 15
1Y SIP Return %	36.90	39.48	28.40 \| 61.63	16 \| 27
3Y SIP Return %	21.13	24.05	17.76 \| 37.94	21 \| 26
5Y SIP Return %	16.97	21.52	16.05 \| 31.40	23 \| 25
7Y SIP Return %	14.81	18.60	14.07 \| 25.78	19 \| 20
10Y SIP Return %	12.78	16.06	12.78 \| 21.66	15 \| 15

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	1.09	₹ 10,109.00	1.09	₹ 10,109.00
1W	1.26	₹ 10,126.00	1.27	₹ 10,127.00
1M	1.71	₹ 10,171.00	1.80	₹ 10,180.00
3M	8.93	₹ 10,893.00	9.21	₹ 10,921.00
6M	15.95	₹ 11,595.00	16.56	₹ 11,656.00
1Y	28.85	₹ 12,885.00	30.23	₹ 13,023.00
3Y	13.51	₹ 14,624.00	14.77	₹ 15,117.00
5Y	13.49	₹ 18,827.00	14.76	₹ 19,905.00
7Y	10.62	₹ 20,265.00	11.93	₹ 22,015.00
10Y	9.78	₹ 25,430.00	10.98	₹ 28,340.00
15Y	9.39	₹ 38,447.00		₹

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.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	35.44	₹ 14,189.06	36.90	₹ 14,274.97
3Y	₹ 36000	19.89	₹ 48,194.32	21.13	₹ 49,036.75
5Y	₹ 60000	15.73	₹ 88,930.68	16.97	₹ 91,669.44
7Y	₹ 84000	13.58	₹ 136,301.76	14.81	₹ 142,386.38
10Y	₹ 120000	11.57	₹ 219,034.80	12.78	₹ 233,553.84
15Y	₹ 180000	10.41	₹ 416,099.70		₹

Date	NAV Regular Growth	NAV Direct Growth
26-07-2024	191.0852	214.6506
25-07-2024	189.0212	212.3257
24-07-2024	189.1154	212.4252
23-07-2024	188.4332	211.6526
22-07-2024	188.7053	211.9518
19-07-2024	188.0863	211.2376
18-07-2024	190.3922	213.8209
16-07-2024	191.3228	214.8533
15-07-2024	191.7948	215.3769
12-07-2024	191.4013	214.9159
11-07-2024	190.7947	214.2284
10-07-2024	190.4953	213.8859
09-07-2024	191.0739	214.5292
08-07-2024	190.3511	213.7114
05-07-2024	190.9102	214.3199
04-07-2024	190.4296	213.7741
03-07-2024	190.047	213.3383
02-07-2024	188.9779	212.1318
01-07-2024	189.0688	212.2276
28-06-2024	187.6604	210.6279
27-06-2024	187.9096	210.9014
26-06-2024	187.8714	210.8522

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 according to the selection of plan by investing in equities and debt. However, there is no assurance that the investment objective of the Schemes will be realized.
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments.
Fund Benchmark: Crisil Hybrid 35 + 65 - Aggressive Index

_{Source: Fund FactSheet}

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

Lic Mf Equity Hybrid Fund

Lic Mf Equity Hybrid Fund NAV

Lic Mf Equity Hybrid Fund Review

Lic Mf Equity Hybrid Fund Performance Comparison with Peers (Regular Plan Chart)

Lic Mf Equity Hybrid Fund Review Dashboard (Regular Plan)

Lic Mf Equity Hybrid Fund Review Dashboard (Direct Plan)

Lic Mf Equity Hybrid Fund Lumpsum Returns and Investment Value

Lic Mf Equity Hybrid Fund SIP Return and Investment Value

Lic Mf Equity Hybrid Fund NAV History

Lic Mf Equity Hybrid Fund Information