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  • LIC MF Conservative Hybrid Fund (G)
LIC Mutual Fund

LIC MF Conservative Hybrid Fund (G)

HybridConservative Hybrid

79.6919

NAV (Oct 15)

7.157%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Good

The performance of the fund on a Consistency of Credit Quality metric has been Good

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

79.6919

NAV (Oct 15)

Fund Returns

Last 1Y
11.7%
Last 3Y
5.6%
Last 5Y
7.2%
Last 10Y
6.7%
Since Inception
8.2%
6 Month CAGR
7.1%

Scheme Information

Investment Objective

The scheme has the primary objective to give steady income by investing at least 65 per cent of its portfolio in fixed income securities. Exposure to equity and money market instrument can range go up to 35 per cent each.

Expense Ratio
2.25
Launched (0y ago)
2.25
AUM in Crores
51
ISIN
INF767K01808
Lock-in
-
Benchmark
CRISIL Hybrid 85+15 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
3.7
Beta
0.6
Sharpe Ratio
0.1
YTM
-
Fund Managers

Karan Doshi

Fund Manager

Nikhil Rungta

Fund Manager

Pratik Harish Shroff

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
LIC MF Conservative Hybrid Fund (G)70%8,71,052 1,38,4407.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-01-12

Top Stock Holdings

GOI

14.1%
14.11%

Tamilnadu State

10.3%
10.31%

GOI

10.2%
10.22%

GOI

10.2%
10.18%

GOI

9.3%
9.32%
See all holdings

Allocation by Sector

Financial

7.3%
7.28%

Technology

5.4%
5.43%

Consumer Staples

4.1%
4.13%

Automobile

1.9%
1.91%

Energy

1.4%
1.39%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 50,495 cr

₹ 3,342 cr

₹ 5,410 cr

₹ 12,689 cr

₹ 24,796 cr

amc-img

About the AMC

LIC Mutual Fund

LIC Mutual Fund was established on 20th April 1989 by LIC India. LIC India id India's most trusted and premium brands. As part of LIC India, LIC mutual fund is one of the well-known players in the Asset Management sector.amc-img
phone-img022-66016177 / 022-66016178
email-imgbr.mumbai@licmf.com
Fund NameScripbox Opinion
Till Date CAGR

5.8%

7.9%

15.4%

5.9%

6.1%

6.9%

5.6%

8.2%

33%

10.5%

LIC MF Conservative Hybrid Fund (G) Review

LIC MF Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.18% over a period of 26 years. The fund is managed by LIC Mutual Fund. The fund managers are Karan Doshi, Nikhil Rungta, Pratik Harish Shroff.

Nav of LIC MF Conservative Hybrid Fund (G) as of 10/15/2024 is ₹79.69 with the total AUM as of 10/16/2024 is ₹51.0201. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Conservative Hybrid Fund (G) was launched on 1998-06-01. The category risk of the fund is Above Average.

The minimum SIP amount for LIC MF Conservative Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is LIC MF Conservative Hybrid Fund (G)?

It is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in LIC MF Conservative Hybrid Fund (G)?

You can invest in LIC MF Conservative Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of LIC MF Conservative Hybrid Fund (G)?

The minimum sip amount for LIC MF Conservative Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is LIC MF Conservative Hybrid Fund (G) good to invest in?

As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the LIC MF Conservative Hybrid Fund (G)?

The expense ratio of the LIC MF Conservative Hybrid Fund (G) is 2.25% for regular plan.

What is the NAV of LIC MF Conservative Hybrid Fund (G)?

Today's LIC MF Conservative Hybrid Fund (G) NAV is ₹79.69.