LIC MF Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

LIC MF Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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LIC MF Equity Hybrid Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Fund	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23996 Cr	₹519 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	06 Apr 2005	31 Mar 1998
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	15.22%	%
Expense Ratio	1.68	2.49
Manager	Dhruv Muchhal	Pratik Harish Shroff
ISIN Code	INF179K01AS4	INF767K01030
Exits Load	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
1 Month	0.92%	1.7%
6 Month	10.44%	13.93%
1 Year	0.94%	-0.07%
3 Year	11.85%	12.73%
5 Year	17.2%	13.67%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
6 Month	1.63%	3.05%
1 Year	7.63%	10.11%
3 Year	11.06%	13.16%
5 Year	12.46%	11.93%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
1 Year	10.19%	10.77%
3 Year	11.86%	9.6%
5 Year	11.69%	9.67%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	8.70%	8.96%
Sharp	0.60%	0.61%
Beta	0.96%	0.09%
Alpha	0.49%	5.72%

Fund Managers

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Name	Dhruv Muchhal	Pratik Harish Shroff
Total AUM	₹520687 Cr	₹2586 Cr
Funds Managed	40	10
	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth

Market Cap

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Others	32.85	25.58
Large Cap	48.84	39.95
Small Cap	16.61	18.33
Mid Cap	1.71	16.14

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Others	31.79	23.99
Energy	5.88	2.45
Technology	7.82	8.86
Consumer Defensive	6.22	8.05
Industrials	9.82	13.37
Financial Services	24.44	20.47
Healthcare	3.99	5.74
Real Estate	0.84	0.7
Utilities	0.22	0.99
Consumer Cyclical	4.34	9
Basic Materials	0.67	4.33
Communication Services	3.98	2.04

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