LIC MF ULIS-10Yrs Reg Premium UC-Dir(IDCW-A) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of LIC MF ULIS-10Yrs Reg Premium UC-Dir(IDCW-A) (30817) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
LIC MF ULIS-10Yrs Reg Premium UC-Dir(IDCW-A)
LIC Mutual Fund Asset Mgmt Ltd
The scheme seeks to generate long term capital appreciation and offer tax benefits u/s 80C ofthe Income Tax Act, 1961 as well as additional benefits of life cover and free accident insurance cover.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Diversified
Management
Experienced Team
Quality Score
Average Quality
LIC MF ULIS-10Yrs Reg Premium UC-Dir(IDCW-A) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 8.83% |
| GSEC | Govt. Securities | 5.48% |
| Trent Ltd | Retail | 3.77% |
| Infosys Ltd | IT - Software | 3.70% |
| TREPS | Debt Others | 3.51% |
| Maharashtra | Govt. Securities | 3.30% |
| Divis Laboratories Ltd | Pharmaceuticals | 2.66% |
| Bharat Electronics Ltd | Aerospace & Defence | 2.59% |
| KSB Ltd | Capital Goods-Non Electrical Equipment | 2.56% |
| Bajaj Finance Ltd | Finance | 2.44% |
Sector Breakdown
Compare against Aggressive Hybrid Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Aggressive Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Aggressive Hybrid Fund category
LIC MF ULIS-10Yrs Reg Premium UC-Dir(IDCW-A) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) | ₹1741.88 | 12.80% | 0.68% | 13.59% |
| Aditya Birla SL Equity Hybrid '95 Fund (G) | ₹1552.40 | 12.36% | -0.09% | 12.72% |
| Tata Aggressive Hybrid Fund - Direct (G) | ₹497.97 | 11.43% | -1.97% | 12.47% |
| Quant Aggressive Hybrid Fund - Direct (G) | ₹474.11 | 15.54% | -4.68% | 12.89% |
| ICICI Pru Equity & Debt Fund - Direct (G) | ₹451.40 | 13.99% | 4.57% | 20.12% |
| Tata Aggressive Hybrid Fund - Regular (G) | ₹442.53 | 10.90% | -2.88% | 11.41% |
| UTI-Aggressive Hybrid Fund - Direct (G) | ₹438.83 | 9.78% | -1.05% | 16.47% |
| Quant Aggressive Hybrid Fund (G) | ₹433.87 | 14.78% | -5.93% | 11.34% |
| Canara Robeco Equity Hybrid Fund - Direct (G) | ₹416.58 | 13.43% | 1.59% | 14.50% |
| UTI-Aggressive Hybrid Fund (G) | ₹407.38 | 9.42% | -1.69% | 15.74% |
Category Average Returns
Dikshit Mittal
A seasoned investment professional with over 11 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.