LIC MF Aggressive Hybrid Fund-Direct Plan-IDCW
LIC Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
1.40%
AUM
₹3.39 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-45.89%
Poor
6 Months
-2.26%
Poor
1 Year
+5.55%
Below Average
3 Years
+10.74%
Below Average
5 Years
+6.16%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹3.39 Cr
Recent Trend
Declining
Stability Score
80.5
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-27.81%
3Y
3Y CAGR
-91.93%
5Y
5Y CAGR
-89.66%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
10.90%
Annualized standard deviation
Sharpe Ratio
0.226
Poor - Risk-adjusted return
Max Drawdown
-17.40%
Moderate - Worst decline
Consistency
62.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.69%
Average daily price movement
Annualized Volatility
10.90%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance