LIC MF Aggressive Hybrid Fund
The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in money market instruments.
Growthvine rating: 1/5 — ranked #29 of 36 in category.
Fund basics
| Category | Hybrid: Aggressive |
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| NAV | ₹192.15 (as of 2026-10-22) |
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| AUM | ₹562 Cr |
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| Expense ratio | 2.08% |
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| Riskometer | Very High |
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| Fund manager | Siddharth Panjwani |
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| Exit load | For units in excess of 12% of the investment, 1% will be charged for redemption within 3 months |
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Performance & risk
| 5-year annualised return | 7.75% |
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| Sharpe ratio | 0.4 |
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| Standard deviation | 12.50% |
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| Max drawdown | −54.80% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 115.1% of NIFTY 50 Hybrid Composite Debt 65:35 Index's upside and 108.1% of its downside.
Market cap allocation
| Large cap | 31.4% |
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| Mid cap | 35.4% |
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| Small cap | 33.2% |
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Concentration
| Top 5 holdings | 18.6% |
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| Top 10 holdings | 31.2% |
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| Total holdings | 38 |
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Top holdings
- Treps — 6.4%
- Sansera Engineering Limited — 5.0%
- Indo Mim Ltd — 5.0%
- Aurobindo Pharma Ltd. — 3.0%
- FSN E-Commerce Ventures Limited — 2.8%
- HITACHI ENERGY INDIA LIMITED — 2.8%
- Solar Industries India Limited — 2.7%
- 7.48% National Bk for Agriculture & Rural Dev. — 2.7%
- Info Edge(India) Ltd. — 2.7%
- 7.47% Reliance Industries Ltd. — 2.7%
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −4.5% | Q2 | #12 of 33 |
| 2025 | 5.6% | Q3 | #20 of 33 |
| 2024 | 17.0% | Q2 | #17 of 33 |
| 2023 | 19.3% | Q3 | #24 of 33 |
| 2022 | −2.2% | Q4 (Bottom) | #26 of 30 |