Fundalysisby DARKHORSESTOCKS

Scheme

LIC MF Aggressive Hybrid Fund

Holds 38 companies worth ₹397 Cr in Sept 2026.

  • Fund house

    LICThe fund house that runs this scheme.

  • AUM

    ₹561 CrLIC MF Aggressive Hybrid Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 0.1% on Aug 2026, ₹562 Cr.

  • Largest holding

    Sansera Engineering LimitedSansera Engineering Limited is 5.0% of this scheme's NAV.

  • Fund manager

    Pratik Harish ShroffRuns it since 26 Sept 2023, as the fund house dates it. With Siddharth Panjwani (fund manager).

Overview(7 Sept 2026)

Fund managers2

  1. Pratik Harish ShroffFund manager, debt · Sept 2023
  2. Siddharth PanjwaniFund manager, equity · Sept 2026
  1. Manoj BajpaiJul 2026 – Sept 2026
  2. Sumit BhatnagarJul 2024 – Jul 2026
  3. Karan DoshiSept 2021 – Apr 2026

Key facts

Benchmark
Crisil Hybrid 35 + 65 - Aggressive Index
Risk
Very High
Expense
Regular 2.42% · Direct 1.33%
Exit load
12% of the units allotted shall be redeemed or switched out without any exit load, on or before completion of 3 months from the date of allotment of units. , 1% on remaining units if redeemed or switched out on or before completion of 3 months from the date of allotment of units. , Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.
Started
1 Jan 1991
Minimum
₹5,000

Source.Its Scheme Summary Document as of 7 Sept 2026 at AMFI.

What changed(9 changes)

Sept 2026

2 changes
  1. Siddharth Panjwani joined
    6 Septas fund manager (equity)
  2. Manoj Bajpai left
    6 Septran it as fund manager (equity) from Jul 2026

Jul 2026

2 changes
  1. Manoj Bajpai joined
    5 Julas fund manager (equity)
  2. Sumit Bhatnagar left
    5 Julran it as fund manager (equity) from Jul 2024

Apr 2026

2 changes
  1. Karan Doshi left
    7 Aprran it as fund manager (equity) from Sept 2021
  2. Expense ratio
    7 AprRegular 2.48% → 2.42%Direct 1.41% → 1.33%

Source.Its filings at NSE, since Aug 2024.

Fund managers over time(Sept 2021 – now)

  1. Pratik Harish Shroff
  2. Siddharth Panjwani
  3. Manoj Bajpai
  4. Sumit Bhatnagar
  5. Karan Doshi
MainCoSlice20222023202420252026
Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs(Aug 2024 – Sept 2026)

Every change to the expense ratio, newest first.
5 changesRegularDirectΔ pt
7 Apr 20262.42%1.33%0.08
13 May 20252.48%1.41%0.01
7 Jan 20252.48%1.40%0.02
21 Oct 20242.46%1.38%0
14 Aug 20242.47%1.38%–
Direct plan, 7 Apr 2026
1.33%
Regular plan 2.42% · Exit load 12% of the units allotted shall be redeemed or switched out without any exit load, on or before completion of 3 months from the date of allotment of units. , 1% on remaining units if redeemed or switched out on or before completion of 3 months from the date of allotment of units. , Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.
Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE. A change holds until the next.

Objective and risk(7 Sept 2026)

Objective

An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. There is no assurance that the investment objective of the Scheme will be achieved.

Risk, type and benchmark

Riskometer
Very High
At launch
Very High
Type
An open ended hybrid scheme investing predominantly in equity and equity related instruments.
Benchmark
Crisil Hybrid 35 + 65 - Aggressive Index

Asset allocation it may hold% of NAV

  1. Equity / Equity Related Instruments
    Allowed65–80%Holds70.8%
  2. Debt / Money market* (Wherein Debt includes securitized debt & government securities)
    Allowed20–35%Holds29.2%
  3. Units issued by Infrastructure Investment Trusts (InvITs)*, Exchange Traded Commodity Derivatives (ETCDs), and mutual fund units including Gold ETFs, Silver ETFs
    Allowed0–10%

Holds in Sept 2026.70.8% equity · 29.2% debt and cash

How to invest(7 Sept 2026)

Buying

To start
₹5,000, then in multiples of ₹1
To add
₹500, then in multiples of ₹1
Most
No Limit
Systematic
SIP Details - Daily,Weekly, Monthly, Quarterly | SWP Details - Monthly, Quarterly ,Half Yearly,Yearly | STP Details - Daily, Weekly, Monthly, Quarterly
Dates
SIP Details - Daily - All business days, Weekly – Between Monday to Friday, Monthly & Quarterly - Any date between 1st to 28th | SWP Details - Monthly, Quarterly ,Half Yearly & Yearly - Any date between 1st to 28th | STP : Daily - All business day, Weekly - Monday to Friday* (*Default will be Friday), Monthly & Quarterly - Any date between 1st to 28th (*Default date/day-10th of the month)
Minimum
SIP Details - 100, 150, 200, 1000 | SWP Details - 500,500,500,500 | STP Details - 100, 500, 500, 500, then sIP Details - 1 | SWP Details - 1 | STP Details - 1
Instalments
SIP Details - 60,40,30,6 | SWP Details - 6,4,4,4 | STP : 60,12,12,12
Most
SIP Details - No Limit | SWP Details - No Limit | STP Details - No Limit

Selling and switching

To redeem
₹500 or 1 units
Minimum balance
₹500 or 0.001 units
Switch minimum
Switch - in: Rs.5000 and multiples of Rs. 1/- thereafter. Switch-out :Rs. 500 and multiples of Rs. 1/- thereafter or 0.001 units
Switch multiples
₹1 or No Limit units
Switch most
No Limit or No Limit units

Scheme details(7 Sept 2026)

What it is

Category
Aggressive Hybrid Fund
Offer
1 Jan 1991
Started
1 Jan 1991
Plans
Regular Plan-IDCW payout|Regular Plan-IDCW Reinv|Regular Plan-Growth|Direct Plan-IDCW payout|Direct Plan-IDCW Reinv|Direct Plan-Growth
Face value
₹10
Listed
No

How it is run

Swing pricing
No
Side-pocketing
Yes
Custodian
Standard Chartered Bank
Auditor
M/s. Deloite Haskins & Co LLP
Registrar
KFin Technologies Ltd
SEBI code
LICM/O/H/AHF/91/01/0001