Should I invest in LIC MF Aggressive Hybrid Fund?

We don't give personal investment advice. LIC MF Aggressive Hybrid Fund-Direct Plan-Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.1%. 5-year CAGR: 9.65%.

LIC

LIC MF Aggressive Hybrid Fund-Direct Plan-Growth

Latest NAV

₹218.8139

As of

3 Jun 2026

3,288 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.25%	+4.36%	-4.61	26 / 30	Q4
1W	-1.46%	+2.94%	-4.40	20 / 30	Q3
2W	-0.60%	+4.15%	-4.75	27 / 30	Q4
1M	-0.95%	+3.24%	-4.19	12 / 30	Q2
3M	+0.54%	+3.65%	-3.11	7 / 30	Q1
6M	-4.08%	+0.91%	-4.99	15 / 30	Q2
YTD	-4.94%	+0.57%	-5.52	19 / 30	Q3
1Y	-0.77%	+5.12%	-5.89	20 / 30	Q3
2Y	+3.69%	+6.03%	-2.34	21 / 30	Q3
3Y	+11.31%	+13.60%	-2.29	23 / 30	Q4
4Y	+11.36%	+13.47%	-2.10	21 / 29	Q3
5Y	+9.65%	+12.07%	-2.42	22 / 27	Q4
7Y	+10.19%	+13.22%	-3.03	25 / 25	Q4
10Y	+10.35%	+12.69%	-2.34	18 / 19	Q4
Inception	+10.08%	+12.86%	-2.78	29 / 30	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.94%	-3.75%	-1.19	18 / 29
2025	+6.36%	+10.33%	-3.97	18 / 30
2024	+18.06%	+17.99%	+0.07	14 / 30
2023	+20.47%	+21.88%	-1.41	20 / 30
2022	-1.07%	+3.88%	-4.95	24 / 28
2021	+16.71%	+26.63%	-9.91	25 / 27
2020	+10.66%	+15.17%	-4.50	22 / 26
2019	+14.29%	+9.11%	+5.18	4 / 24
2018	-2.89%	-1.88%	-1.01	13 / 20
2017	+21.59%	+25.86%	-4.27	16 / 20
2016	+5.74%	+6.34%	-0.60	8 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.56%

152 windows

min -22.0% · max 43.9%

85% positive

3-Year rolling

+10.24%

127 windows

min -1.4% · max 17.3%

99% positive

5-Year rolling

+10.15%

103 windows

min 0.0% · max 16.8%

100% positive

7-Year rolling

+9.97%

79 windows

min 6.7% · max 13.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.09%

3-year · annualised

Sharpe ratio

0.45

vs risk-free 6.5%

Sortino ratio

0.73

Downside-only deviation

Max drawdown

-15.09%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹218.8139
2 Jun 2026	₹219.3528
1 Jun 2026	₹218.6791
29 May 2026	₹219.9301
27 May 2026	₹222.0583
26 May 2026	₹222.4755
25 May 2026	₹223.2495
22 May 2026	₹221.4541
21 May 2026	₹221.0544
20 May 2026	₹220.1293

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of LIC MF Aggressive Hybrid Fund-Direct Plan-Growth is ₹218.8139. It's a Aggressive Hybrid Fund from LIC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

LIC MF Aggressive Hybrid Fund-Direct Plan-Growth has NAV history starting from 03 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

LIC MF Aggressive Hybrid Fund-Direct Plan-Growth is managed by LIC. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, LIC MF Aggressive Hybrid Fund-Direct Plan-Growth has delivered a absolute return of -0.77% — -5.89 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #20 of 30 in its category — the third (Q3) quartile.

Over the trailing 3-year window, LIC MF Aggressive Hybrid Fund-Direct Plan-Growth has delivered a CAGR of 11.31% — -2.29 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #23 of 30 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, LIC MF Aggressive Hybrid Fund-Direct Plan-Growth has delivered a CAGR of 9.65% — -2.42 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #22 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in LIC MF Aggressive Hybrid Fund-Direct Plan-Growth exactly 10 years ago would be worth approximately ₹267,715 today — a multiplier of 2.68×, based on the 10-year CAGR of 10.35%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in LIC MF Aggressive Hybrid Fund-Direct Plan-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹746,806 today. That's an XIRR (money-weighted annualised return) of 8.68%.

A ₹10,000 monthly SIP for 10 years in LIC MF Aggressive Hybrid Fund-Direct Plan-Growth = ₹1,200,000 invested. It would currently be worth ₹2,024,147 (multiplier 1.69×). XIRR: 10.08%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, LIC MF Aggressive Hybrid Fund-Direct Plan-Growth ranks #22 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.07%; this fund delivered 9.65%.

The worst peak-to-trough decline LIC MF Aggressive Hybrid Fund-Direct Plan-Growth has experienced over the last 5-year window is 15.09% — its NAV fell from a high on 26 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, LIC MF Aggressive Hybrid Fund-Direct Plan-Growth averaged 10.15% (best 16.84%, worst 0.02%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.30 — weak risk-adjusted performance.

In calendar year 2025, LIC MF Aggressive Hybrid Fund-Direct Plan-Growth returned 6.36% — lagging the Aggressive Hybrid Fund category average of 10.33% by 3.97 pp. It ranked #18 of 30 in its category that year.

LIC MF Aggressive Hybrid Fund-Direct Plan-Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. LIC MF Aggressive Hybrid Fund-Direct Plan-Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.1%. 5-year CAGR: 9.65%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.