LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment

Fund House: LIC Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 19-06-1989

Minimum Investment: 10000.0

Asset Class: Mixed Asset

Minimum Topup:

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 466.6 As on (28-11-2025)

Expense Ratio: 2.38% As on (31-10-2025)

Turn over: 81.00% | Exit Load:

NAV as on 26-12-2025

36.4441

-0.1366

CAGR Since Inception

10.01%

CRISIL Hybrid 35+65 Aggressive Index 12.36%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment 2.54 10.44 11.26 - 10.01
Benchmark - - - - -
Hybrid: Aggressive 5.14 14.73 14.58 12.09 12.87

Funds Manager

Sanjay Pawar, Dikshit Mittal

RETURNS CALCULATORS for LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
LIC MF ULIS 10 Yrs Reg Premium Reducing Cover Qly) Reg IDCW Reinv 19-06-1989 2.54 7.49 10.44 11.26 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 12.55 15.62 19.62 21.99 16.14
SBI Equity Hybrid Reg Gr 01-12-1995 11.7 13.86 14.46 13.76 12.39
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 8.96 11.99 14.2 13.61 12.91
quant Aggressive Hybrid Fund Gr Reg Plan 21-03-2001 8.95 10.66 12.18 18.28 15.56
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 7.5 14.3 16.94 16.97 0.0
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 7.3 14.5 16.14 15.35 0.0
ABSL Equity Hybrid95 Reg Gr 10-02-1995 6.78 11.71 14.54 13.05 10.85
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 6.64 12.6 16.43 13.94 12.8
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 6.06 13.45 17.06 17.31 12.74

Asset Allocation (%)

Key Performance and Risk Statistics of LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-IDCW Reinvestment
Hybrid: Aggressive - - - - - -