LIC MF Aggressive Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation13.6%
Sharpe Ratio0.05
Beta1.26
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services4.96%
ICICI Bank LtdFinancial Services4.07%
TrepsUtilities3.10%
7.18% Govt Stock 2037Utilities2.97%
07.70 Kt Gs 2033Utilities2.95%
Infosys LtdTechnology2.77%
Reliance Industries LtdEnergy & Infra2.57%
Axis Bank LtdFinancial Services2.18%
07.73 Kt Gs 2034Utilities1.97%
Tata Consultancy Services LtdTechnology1.96%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.48%
Exit Load1
Regulatory & Tax Information
INF767K01030
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)