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LIC Equity Hybrid Fund

LIC Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.76

as on 19 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,521 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

  • ₹ 124.786

    as on 19 May 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 457 Cr.

    as on 31 Dec 2021
  • 2.6%

  • 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 ₹ 124.786 as on 19 May 2022.

This fund has 24 years of track record. Since 30 Nov 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.
  • About Karan Doshi

    Picture of Karan  Doshi

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very 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 1.80% 0.49% 10.54% 27.10% 48.63% 26.38% 17.95% 16.96% 7.22% 29.36% 30.72% 22.87% 17.97%
Category Average -5.94% -6.42% -8.62% 5.81% 27.02% 11.95% 9.28% 12.94% -8.96% 10.80% 12.74% 10.78% 11.56%
LIC Equity Hybrid Fund -5.47%₹ 9,452 -8.45%₹ 9,154 -11.15%₹ 8,884 1.39%₹ 10,138 -12.63%₹ 11,170 18.65%₹ 14,076 3.83%₹ 24,960 7.76%₹ 12,521 6.24%₹ 39,568 6.05%₹ 13,414 6.60%₹ 70,873 9.30%₹ 24,353 7.37%₹ 1,75,408
ICICI Prudential Equity & Debt Fund -5.80%₹ 9,419 -3.63%₹ 9,637 -2.43%₹ 9,756 18.88%₹ 11,887 7.22%₹ 12,460 38.27%₹ 19,119 27.12%₹ 31,080 17.84%₹ 16,387 24.00%₹ 50,996 12.97%₹ 18,407 17.16%₹ 92,065 16.53%₹ 46,220 15.44%₹ 2,69,248
Kotak Equity Hybrid -5.44%₹ 9,456 -5.02%₹ 9,497 -7.11%₹ 9,289 7.42%₹ 10,742 -4.26%₹ 11,724 34.44%₹ 18,075 15.73%₹ 28,027 15.60%₹ 15,467 17.05%₹ 46,296 10.30%₹ 16,330 13.54%₹ 84,221 - -
Canara Robeco Equity Hybrid Fund -5.97%₹ 9,402 -7.65%₹ 9,234 -9.58%₹ 9,042 3.75%₹ 10,374 -10.17%₹ 11,334 23.34%₹ 15,212 8.32%₹ 26,103 13.02%₹ 14,449 11.99%₹ 43,055 10.69%₹ 16,621 11.35%₹ 79,793 13.97%₹ 37,013 12.56%₹ 2,30,861
DSP Equity And Bond Fund -7.14%₹ 9,285 -8.79%₹ 9,120 -13.30%₹ 8,669 -0.38%₹ 9,961 -15.62%₹ 10,968 23.45%₹ 15,240 6.09%₹ 25,532 12.08%₹ 14,091 10.05%₹ 41,856 8.80%₹ 15,252 9.81%₹ 76,786 12.89%₹ 33,649 11.65%₹ 2,19,877
Mirae Asset Hybrid - Equity Fund -6.36%₹ 9,364 -6.87%₹ 9,313 -9.96%₹ 9,004 4.33%₹ 10,432 -9.62%₹ 11,371 26.08%₹ 15,896 9.34%₹ 26,364 11.78%₹ 13,978 11.91%₹ 43,005 10.44%₹ 16,434 10.84%₹ 78,785 - -

Portfolio Holdings

Portfolio holdings pattern of LIC Equity Hybrid Fund as on 21 May 2022 are listed below:

  • Equity Holdings:

    77.56%
  • Debt Holdings:

    20.57%
  • Others Holdings:

    1.90%

Top Sector Holdings of LIC Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.40% ₹ 88.26 Cr.
Computers - Software 16.56% ₹ 75.38 Cr.
Pharmaceuticals 4.26% ₹ 19.39 Cr.
Paints 3.41% ₹ 15.53 Cr.
Insurance 3.38% ₹ 15.39 Cr.
Others 52.99% -

Top Stock Holdings of LIC Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.09% ₹ 36.83 Cr.
ICICI Bank Ltd. 7.78% ₹ 35.41 Cr.
HDFC Bank Ltd. 6.44% ₹ 29.30 Cr.
Tata Consultancy Services Ltd. 5.06% ₹ 23.03 Cr.
Biocon Ltd. 2.30% ₹ 10.46 Cr.
Others 70.33% -

Top Debt Instrument Type holdings of LIC Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 12.50% ₹ 56.90 Cr.
GOI 6.91% ₹ 31.46 Cr.
NCD & Bonds 1.16% ₹ 5.26 Cr.
Others 79.43% -

Top Debt Holdings of LIC Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 12.50% ₹ 56.90 Cr.
Bond - Govt of India 6.91% ₹ 31.46 Cr.
Bond - Export Import Bank Of India 1.15% ₹ 5.21 Cr.
Bond - National Thermal Power Corporation Ltd. 0.01% ₹ .05 Cr.
Others 79.43%

Other Holdings

Holding TypeHolding Percentage
TREPS 2.18%
Net Receivables -0.28%