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LIC Equity Hybrid Fund

LIC Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.70

as on 03 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,319 today.

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NAV Performance

LIC Equity Hybrid Fund performance graph for last 3 years
Performance of LIC Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 137.864

    as on 03 Dec 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 456 Cr.

    as on 03 Dec 2021
  • 2.6%

    since 31 May 2021
  • 31 Mar 1998

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • LIC Mutual Fund

    Show All Funds

Highlights of this fund

LIC Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 31 Mar 1998. This fund is offered by one of the top AMC (Assets Management Company) LIC Mutual Fund. You can also view here all other Hybrid funds offered by LIC Mutual Fund.

Latest NAV of the fund is ₹ 137.864 as on 03 Dec 2021.

This fund has 23 years of track record. Since 31 May 2021 expense ratio of this fund is 2.6%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

An open income and Growth scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt.

List of Fund Managers of LIC Equity Hybrid Fund

  • About Marzban Irani

    Picture of Marzban IraniMr. Irani is a B.Com (H) from Mumbai University and holds a PGDBM from Chetna's Institute of Management & Research, Mumbai. Prior to joining LIC Mutual Fund he was associated with DSP Investment Managers (Jun 2014-Jul 2016) as VP Fixed Income, Tata Asset Management (Jun 2011-May 2014) as Senior Fund Manager Fixed Income, PNB MetLife India Insurance (Sep 2010-May 2011) as Fund Manager Fixed Income, Mirae Asset Global Investment Management India Pvt. Ltd. (Jan 2008-Jul 2010) as Fund Manager Fixed Income and Tata Asset Management Limited (Sep 2000-Nov 2007) as Fund Manager Fixed Income.
  • About Yogesh Patil

    Picture of Yogesh PatilMr. Patil is an MBA (Finance). Prior to joining LIC Mutual Fund, he has worked with Canara Robeco Mutual Fund, Sahara Mutual Fund and Religare Enterprise Limited.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.44% 6.17% 21.14% 53.58% 39.42% 28.02% 20.36% 17.96% 45.97% 52.33% 39.51% 26.62% 19.57%
Category Average -2.22% 1.58% 10.12% 29.92% 19.88% 15.59% 13.31% 13.73% 22.30% 29.10% 22.26% 15.66% 13.78%
LIC Equity Hybrid Fund -2.17%₹ 9,782 0.39%₹ 10,039 8.19%₹ 10,819 19.98%₹ 11,997 15.48%₹ 12,980 12.79%₹ 12,724 20.21%₹ 29,233 12.70%₹ 14,319 16.04%₹ 45,655 10.25%₹ 16,294 11.94%₹ 80,996 10.40%₹ 26,918 10.11%₹ 2,02,712
ICICI Prudential Equity & Debt Fund -2.74%₹ 9,726 6.17%₹ 10,617 15.93%₹ 11,592 47.54%₹ 14,754 37.08%₹ 14,284 24.97%₹ 15,628 40.10%₹ 34,743 19.16%₹ 16,929 28.77%₹ 54,453 15.54%₹ 20,607 19.25%₹ 96,940 16.73%₹ 47,038 16.71%₹ 2,88,413
Kotak Equity Hybrid -1.26%₹ 9,873 3.28%₹ 10,328 8.99%₹ 10,899 32.77%₹ 13,276 24.01%₹ 13,503 22.58%₹ 15,034 33.08%₹ 32,756 19.40%₹ 17,031 25.73%₹ 52,254 14.23%₹ 19,460 17.57%₹ 93,043 - -
Mirae Asset Hybrid - Equity Fund -2.40%₹ 9,759 1.17%₹ 10,117 9.23%₹ 10,922 28.33%₹ 12,833 20.74%₹ 13,303 18.98%₹ 14,163 27.82%₹ 31,298 16.21%₹ 15,700 21.71%₹ 49,450 15.32%₹ 20,410 16.38%₹ 90,360 - -
Canara Robeco Equity Hybrid Fund -2.48%₹ 9,751 -0.34%₹ 9,965 8.81%₹ 10,881 25.78%₹ 12,577 18.47%₹ 13,164 20.79%₹ 14,597 26.25%₹ 30,869 17.42%₹ 16,195 21.85%₹ 49,545 15.16%₹ 20,272 16.69%₹ 91,068 15.19%₹ 41,177 15.19%₹ 2,65,833
DSP Equity And Bond Fund -1.95%₹ 9,804 -0.01%₹ 9,999 9.26%₹ 10,926 28.32%₹ 12,831 20.68%₹ 13,300 20.90%₹ 14,623 28.39%₹ 31,455 18.29%₹ 16,559 23.08%₹ 50,390 14.49%₹ 19,685 16.71%₹ 91,105 14.37%₹ 38,363 15.01%₹ 2,63,349

Portfolio Holdings

Portfolio holdings pattern of LIC Equity Hybrid Fund as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    76.35%
  • Debt Holdings:

    21.16%
  • Others Holdings:

    2.48%

Top Sector Holdings of LIC Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 21.15% ₹ 99.71 Cr.
Computers - Software 12.97% ₹ 61.16 Cr.
Paints 3.78% ₹ 17.84 Cr.
Insurance 3.32% ₹ 15.66 Cr.
Pharmaceuticals 3.25% ₹ 15.30 Cr.
Others 55.53% -

Top Stock Holdings of LIC Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.72% ₹ 41.11 Cr.
Infosys Ltd. 6.99% ₹ 32.96 Cr.
HDFC Bank Ltd. 6.96% ₹ 32.82 Cr.
Tata Consultancy Services Ltd. 4.53% ₹ 21.37 Cr.
Hindustan Unilever Ltd. 2.52% ₹ 11.85 Cr.
Others 70.28% -

Top Debt Instrument Type holdings of LIC Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 12.94% ₹ 60.97 Cr.
GOI 6.79% ₹ 32.01 Cr.
NCD & Bonds 1.43% ₹ 6.74 Cr.
Others 78.84% -

Top Debt Holdings of LIC Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 12.94% ₹ 60.97 Cr.
Bond - Govt of India 6.79% ₹ 32.01 Cr.
Bond - Export Import Bank Of India 1.19% ₹ 5.62 Cr.
Bond - National Thermal Power Corporation Ltd. 0.24% ₹ 1.12 Cr.
Others 78.84%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.04%
Net Receivables -0.56%