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Conservative Hybrid📊 CRISIL Hybrid 85+15 Conservative Index(SEBI default)

LIC MF Conservative Hybrid Fund · Regular · Growth

LIC Mutual Fund

#12 of 19 (1Y)

NAV

₹83.4456

as of 16 Jun 2026

Expense Ratio

2.31%

AUM

₹48 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+1.49%
3Y
+5.78%
5Y
+5.27%
Since Inception

SIP returns (XIRR)

1Y
+2.42%
3Y
+4.66%
5Y
+5.14%
Since Inception

Returns calculated from 02 June 2003 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Risk Metrics

Trailing 1 year, annualised

-0.90

Sharpe Ratio

Alpha

Beta

-0.91

Sortino

3.78%

Std Dev

-3.25%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseLIC Mutual Fund
CategoryConservative Hybrid
BenchmarkCRISIL Hybrid 85+15 Conservative Index
Launch Date01 Jun 2003
AMFI Code101869
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadY

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

LIC MF Conservative Hybrid Fund · Regular · Growth invests 75-90% in debt instruments and 10-25% in equity, aiming to provide regular income with moderate capital appreciation. It is suitable for conservative investors seeking stable returns with limited equity exposure.

About This Fund

LIC MF Conservative Hybrid Fund · Regular · Growth is a Conservative Hybrid mutual fund offered by LIC Mutual Fund. The fund has been operational for over 23 years. It manages assets worth ₹48.1 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Hybrid 85+15 Conservative Index. The current expense ratio is 2.31%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations