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MF_120261

LIC MF Aggressive Hybrid Fund-Direct Plan-Growth

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹36,970.75
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.92%
MF_120261 Return
Benchmark CAGR
11.55%
Nifty 50
Inflation Adj. CAGR
4.83%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.71
Volatility vs Benchmark
Sharpe Ratio
0.38
Risk-Adjusted Return
Sortino Ratio
0.56
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 48% 15% 30%
60 days 48% 11% 19%
90 days 44% 10% 15%
180 days 43% 6% 10%
1Yr 39% 4% 7%
3Yr 17% 1% 4%
5Yr 3% 1% 3%
7Yr 0% 0% 3%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period LIC MF Aggressive Hybrid Fund-Direct Plan-Growth Nifty 50
30 days -38.0% | -56.7% | 14.4% | 133.6% 26.6% | -61.9% | 14.2% | 180.7%
60 days -28.0% | -41.6% | 14.7% | 85.2% -23.0% | -45.3% | 16.8% | 120.0%
90 days -11.6% | -37.7% | 12.9% | 65.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -2.8% | -10.9% | 9.4% | 37.4% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 10.7% | 2.8% | 10.9% | 16.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.8% | 3.5% | 10.2% | 16.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 9.9% | 6.9% | 10.1% | 12.7% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 9.4% | 8.2% | 10.4% | 11.6% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 12 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 May 1, 2013 100 days 5% Nifty 50: 10% 10060 9532 10140
May 17, 2013 July 12, 2013 56 days 5% Nifty 50: 9% 10402 9857 10449
July 23, 2013 Oct. 11, 2013 80 days 9% Nifty 50: 13% 10498 9506 10517
March 3, 2015 Feb. 4, 2017 704 days 25% Nifty 50: 22% 15404 11619 15409
Jan. 23, 2018 May 18, 2019 480 days 12% Nifty 50: 9% 17864 15672 17930
Feb. 12, 2020 Nov. 13, 2020 275 days 28% Nifty 50: 37% 20033 14393 20058
Jan. 14, 2021 Feb. 6, 2021 23 days 5% Nifty 50: 7% 22173 21020 22184
Nov. 15, 2021 Jan. 5, 2022 51 days 6% Nifty 50: 8% 25725 24291 25760
Jan. 13, 2022 May 27, 2023 499 days 15% Nifty 50: 16% 26119 22257 26139
Sept. 26, 2024 June 26, 2025 273 days 15% Nifty 50: 15% 37521 31860 37558
Jan. 2, 2026 Aug. 5, 2026 215 days 12% Nifty 50: 15% 38432 33664 38517
Sept. 23, 2026 Oct. 30, 2026 37 days 8% Nifty 50: 5% 39297 36329 36971