MonitorDirect · Growth
LIC MF Conservative Hybrid Fund
LIC Mutual FundHybrid Scheme - Conservative Hybrid Fund13.7 years
- NAV
- 93.9376
- 15 Sept 2026
- 1Y
- +3.7%
- Trailing CAGR
- AUM
- ₹46.86 Cr
- 31 Aug 2026
- Volatility
- Low
- 3.5% 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+3.7%
- 3Y+6.3%
- 5Y+5.5%
- 10Y+6.6%
- SI+7.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.5%
- 3Y+4.9%
- 5Y+5.8%
- 10Y+6.6%
- Since inception
- +7.4%
- Calendar-day CAGR
- Excess 1Y
- -0.7%
- Category median, same plan and option
- 3Y win rate
- +29%
- Windows beating the median
- 3Y percentile
- 17
- Vs comparable share classes
- Worst rolling 3Y
- +4.2%
- 2584 daily-ending windows
- Median rolling 3Y
- +7.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2101 daily-ending windows
- SIP 3Y XIRR
- +4.9%
- 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
- 7 days
- 295 recovered episodes
- Longest recovery
- 92 days
- Trough to prior peak
- Current spell
- 36 days
- Days below latest peak
- Time below peak
- +78%
- NAV observations
14 Feb 2020 – 23 Jun 2020
Trough 23 Mar 2020 · recovered in 92 days
-7.9%
17 Jan 2022 – 11 Aug 2022
Trough 16 Jun 2022 · recovered in 56 days
-4.7%
18 Feb 2026 – 22 Jun 2026
Trough 30 Mar 2026 · recovered in 84 days
-3.1%
7 Sept 2018 – 15 Jan 2019
Trough 26 Oct 2018 · recovered in 81 days
-3.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
46
Consistency
26
Risk-adjusted
57
Drawdown
80
Mean
45
Portfolio
31 Aug 2026 · 32 holdings · top 10 are 83.1%.
- Top 5
- 63.7%
- Top 10
- 83.1%
- Largest holding
- 19.4%
- Effective holdings
- 10.1
Repo
Unspecified
19.4%
GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100
Entities
11.2%
GOI Sec 7.17 17/04/2030
Entities
11.2%
STATE DEVELOPMENT LOAN 33529 TN 18OT33 7.65 FV RS 100
Unspecified
11.1%
GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100
Entities
10.9%
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
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Parag Parikh Conservative Hybrid Fund
PPFAS Mutual Fund
- 1Y
- +4.6%
- 3Y
- +9.1%
- Vol
- 3.0%
- Max DD
- -2.3%
- Sharpe
- 1.37
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Franklin India Conservative Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- +2.6%
- 3Y
- +7.7%
- Vol
- 4.2%
- Max DD
- -11.9%
- Sharpe
- 0.81
- 3Y win
- +49%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1)
Nippon India Mutual Fund
- 1Y
- +6.8%
- 3Y
- +8.5%
- Vol
- 4.4%
- Max DD
- -18.9%
- Sharpe
- 0.55
- 3Y win
- +52%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
SBI CONSERVATIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- +4.5%
- 3Y
- +8.1%
- Vol
- 4.3%
- Max DD
- -11.9%
- Sharpe
- 1.02
- 3Y win
- +81%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Sundaram Mutual Fund
- 1Y
- -0.3%
- 3Y
- +5.0%
- Vol
- 5.1%
- Max DD
- -12.6%
- Sharpe
- 0.48
- 3Y win
- +48%
- Higher win rate vs category
- Lower TER
Caveat: Higher volatility · Deeper drawdown · Lower trailing returns