Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.86 | 0.82 | 5.74 |
| 6M | -4.07 | 1.94 | 13.26 |
| 1Y | 5.97 | 6.18 | 25.12 |
| 3Y | 12.41 | 14.28 | 60.04 |
LIC MF Aggressive Hybrid Fund Growth managed by LIC Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹470 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.66. Under the expert guidance of Sumit Bhatnagar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Sumit Bhatnagar holds an MBA (Investment Management) from the University of Toronto, Canada and is also a CFA (USA). He has over 10 years of experience in Banking & Capital Markets. Earlier, he worked with SEBI for five years in Investment Management Department, handing critical policy matters pertaining to mutual funds and contributed extensively in various high powered committees of SEBI.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundEdelweiss Balanced Advantage Fund Growth | 5 | 12234.27 CR | 1.64 |
| This FundDSP Dynamic Asset Allocation Fund Growth | 3 | 3548.38 CR | 1.89 |
| This FundLIC MF Aggressive Hybrid Fund Growth | 1 | 470.35 CR | 2.66 |
| This FundAxis Balanced Advantage Fund Growth | 3 | 3557.6 CR | 1.9 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 98457.75 CR | 1.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Balanced Advantage Fund Growth | 7.3597 | 41.1315 |
| This FundDSP Dynamic Asset Allocation Fund Growth | 5.8634 | 41.3724 |
| This FundLIC MF Aggressive Hybrid Fund Growth | 5.9681 | 42.0421 |
| This FundAxis Balanced Advantage Fund Growth | 4.6604 | 47.3133 |
| This FundHDFC Balanced Advantage Fund - Growth | 5.0511 | 57.1638 |