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Multi Asset / Dynamicregulargrowth📊 NIFTY 50 Hybrid Composite Debt 65:35 Index(SEBI default)

LIC MF Multi Asset Allocation Fund-Regular Plan-Growth

LIC Mutual Fund

#17 of 28 (1Y)

₹11.9908

0.11 (-0.88%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹11.9908

0.11 (-0.88%)

29 May 2026

AMFI: 153248

Direct · Growth

₹₹12.2330

0.11 (-0.88%)

29 May 2026

AMFI: 153246

Regular · IDCW

₹₹11.9908

0.11 (-0.88%)

29 May 2026

AMFI: 153249

Direct · IDCW

₹₹12.2330

0.11 (-0.88%)

29 May 2026

AMFI: 153247

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.20%
1 Month+0.21%
3 Months-1.66%
6 Months-0.24%
1 Year+9.68%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2025)+15.70%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+7.66%
3 Year SIP
5 Year SIP
Since Inception (Feb 2025)+10.42%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹7,500

Invested

₹7,944

Value today

9.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,199

Value today

15.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,61,529

Value today

-8.1%

vs lumpsum

Direct lumpsum would have beaten STP by 8.1% — but STP reduced timing risk

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,816

Regular plan

₹6,759

Direct earns ₹57 more on a ₹6K investment0.95% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseLIC Mutual Fund
CategoryMulti Asset / Dynamic
Plan Typeregular
Optiongrowth
AUM₹929 Cr
Expense Ratio2.05%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index
Launch Date14 Feb 2025
AMFI Code153248

Risk Metrics

Trailing 1 year, annualised

0.72

Sharpe Ratio

Alpha

Beta

0.71

Sortino

13.44%

Std Dev

-13.67%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity47 holdings · 66.0%
Security% NAV

HDFC Bank Ltd.

INE040A01034

3.23%

ICICI Bank Ltd.

INE090A01021

3.21%

Bharti Airtel Ltd.

INE397D01024

2.63%

Larsen & Toubro Ltd.

INE018A01030

2.63%

Tata Motors Passenger Vehicles Ltd.

INE155A01022

2.10%

Mahindra & Mahindra Ltd.

INE101A01026

2.02%

InterGlobe Aviation Ltd.

INE646L01027

1.99%

Godfrey Phillips India Ltd.

INE260B01028

1.99%

Apollo Hospitals Enterprise Ltd.

INE437A01024

1.91%

Sun Pharmaceutical Industries Ltd.

INE044A01036

1.80%

Axis Bank Ltd.

INE238A01034

1.62%

7.1% Government of India

IN0020240019

1.61%

ITC Ltd.

INE154A01025

1.54%

Radico Khaitan Ltd.

INE944F01028

1.43%

Ultratech Cement Ltd.

INE481G01011

1.37%

Vishal Mega Mart Ltd

INE01EA01019

1.33%

Grasim Industries Ltd.

INE047A01021

1.28%

Reliance Industries Ltd.

INE002A01018

1.26%

MOIL Ltd.

INE490G01020

1.22%

Garware Hi-Tech Films Ltd.

INE291A01017

1.21%

Jubilant Foodworks Ltd.

INE797F01020

1.19%

Abbott India Ltd.

INE358A01014

1.19%

Tata Consultancy Services Ltd.

INE467B01029

1.15%

Maruti Suzuki India Ltd.

INE585B01010

1.15%

LG Electronics India Ltd.

INE324D01010

1.15%

Navin Fluorine International Ltd.

INE048G01026

1.13%

Tata Steel Ltd.

INE081A01020

1.12%

Pidilite Industries Ltd.

INE318A01026

1.11%

7.02% Government of India

IN0020240076

1.10%

7.18% Government of India

IN0020230077

1.09%

Piramal Pharma Ltd.

INE0DK501011

1.08%

Metro Brands Ltd.

INE317I01021

1.07%

BEML Ltd.

INE258A01024

1.05%

6.79% Government of India

IN0020240126

1.05%

6.68% Government of India

IN0020250042

1.03%

BSE Ltd.

INE118H01025

1.03%

Allied Blenders And Distillers Ltd.

INE552Z01027

1.03%

Britannia Industries Ltd.

INE216A01030

1.03%

Nippon Life India Asset Management Ltd.

INE298J01013

1.03%

Infosys Ltd.

INE009A01021

1.02%

State Bank of India

INE062A01020

1.01%

Colgate Palmolive (India) Ltd.

INE259A01022

1.01%

REC Ltd.

INE020B01018

1.00%

Orkla India Ltd.

INE16NZ01023

0.99%

Shree Cement Ltd.

INE070A01015

0.98%

Bharat Electronics Ltd.

INE263A01024

0.97%

Power Finance Corporation Ltd.

INE134E01011

0.87%
Debt1 holding · 2.6%
Security% NAV

Axis Bank Ltd. ** #

INE238AD6BJ6

2.58%
Other2 holdings · 18.4%
Security% NAV

LIC Mutual Fund

INF767K01SM1

15.56%

Aditya Birla Sun Life Mutual Fund

INF209KB19F6

2.80%

Performance Comparison

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Investment Objective

LIC MF Multi Asset Allocation Fund-Regular Plan-Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.

About This Fund

LIC MF Multi Asset Allocation Fund-Regular Plan-Growth is a Multi Asset / Dynamic mutual fund offered by LIC Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹929 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index. The current expense ratio is 2.05%.

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