MonitorDirect · Growth
LIC MF Aggressive Hybrid Fund
LIC Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.7 years
- NAV
- 227.9722
- 15 Sept 2026
- 1Y
- +1.3%
- Trailing CAGR
- AUM
- ₹540.08 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+1.3%
- 3Y+10.3%
- 5Y+8.5%
- 10Y+9.8%
- SI+10.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.7%
- 3Y+6.1%
- 5Y+9.3%
- 10Y+10.4%
- Since inception
- +10.2%
- Calendar-day CAGR
- Excess 1Y
- -0.8%
- Category median, same plan and option
- 3Y win rate
- +19%
- Windows beating the median
- 3Y percentile
- 50
- Vs comparable share classes
- Worst rolling 3Y
- -2.1%
- 2637 daily-ending windows
- Median rolling 3Y
- +11.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2143 daily-ending windows
- SIP 3Y XIRR
- +6.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 157 recovered episodes
- Longest recovery
- 347 days
- Trough to prior peak
- Current spell
- 28 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
12 Feb 2020 – 13 Nov 2020
Trough 23 Mar 2020 · recovered in 235 days
-28.2%
3 Mar 2015 – 6 Feb 2017
Trough 25 Feb 2016 · recovered in 347 days
-24.6%
26 Sept 2024 – 26 Jun 2025
Trough 3 Mar 2025 · recovered in 115 days
-15.1%
13 Jan 2022 – 29 May 2023
Trough 17 Jun 2022 · recovered in 346 days
-14.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
45
Consistency
22
Risk-adjusted
47
Drawdown
30
Mean
39
Portfolio
31 Aug 2026 · 63 holdings · top 10 are 28.1%.
- Top 5
- 17.1%
- Top 10
- 28.1%
- Largest holding
- 8.6%
- Effective holdings
- 39.7
Repo
Unspecified
8.6%
ICICI Bank Ltd
Financial
4.5%
Sansera Engineering Ltd
Consumer Discretionary
4.4%
INDO-MIM Ltd.
Industrials
3.5%
Info Edge (India) Ltd
Technology
2.9%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -0.8%
- 3Y
- +9.4%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.74
- 3Y win
- +80%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Bandhan Aggressive Hybrid Fund
Bandhan Mutual Fund
- 1Y
- +5.5%
- 3Y
- +13.3%
- Vol
- 12.4%
- Max DD
- -31.5%
- Sharpe
- 0.61
- 3Y win
- +62%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP Aggressive Hybrid Fund
DSP Mutual Fund
- 1Y
- -4.7%
- 3Y
- +9.0%
- Vol
- 12.0%
- Max DD
- -28.8%
- Sharpe
- 0.65
- 3Y win
- +75%
- Lower volatility
- Higher win rate vs category
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- +1.3%
- 3Y
- +12.3%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.69
- 3Y win
- +71%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Kotak Aggressive Hybrid Fund
Kotak Mahindra Mutual Fund
- 1Y
- +4.7%
- 3Y
- +12.5%
- Vol
- 15.5%
- Max DD
- -47.4%
- Sharpe
- 0.08
- 3Y win
- +49%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown