LIC MF Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
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) | ₹23354 Cr | ₹508 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 | 2.48 |
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 | 3.4% | 4.94% |
6 Month | 4.71% | 2.46% |
1 Year | 9.81% | 8.51% |
3 Year | 15.54% | 14.84% |
5 Year | 21.61% | 16.45% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
6 Month | 5.73% | 6.2% |
1 Year | 8.77% | 6.89% |
3 Year | 13.97% | 14.82% |
5 Year | 14.87% | 13% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Year | 10.65% | 11.04% |
3 Year | 11.72% | 9.45% |
5 Year | 11.49% | 9.61% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 9.334% | 8.96% |
Sharp | 0.486% | 0.55% |
Beta | 0.949% | 1.07% |
Alpha | 0.562% | -0.39% |
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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 | 33.28 | 24.97 |
Large Cap | 48.42 | 38.17 |
Small Cap | 15.63 | 23.16 |
Mid Cap | 2.67 | 13.7 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 32.45 | 24.97 |
Energy | 5.71 | - |
Technology | 8.82 | - |
Consumer Defensive | 6.79 | - |
Industrials | 9.19 | - |
Financial Services | 22.61 | - |
Healthcare | 4.18 | - |
Real Estate | 0.83 | - |
Consumer Cyclical | 3.29 | - |
Basic Materials | 0.58 | - |
Communication Services | 4.26 | - |
Utilities | 1.29 | - |
Petroleum Products | - | 3.06 |
IT - Software | - | 8.07 |
Auto Components | - | 4.4 |
Food Products | - | 3.47 |
Pharmaceuticals & Biotechnology | - | 3.46 |
Construction | - | 2.05 |
Finance | - | 3.55 |
Banks | - | 12.53 |
Electrical Equipment | - | 4.59 |
Diversified FMCG | - | 0.6 |
Cement & Cement Products | - | 1.13 |
Chemicals & Petrochemicals | - | 2.9 |
Consumer Durables | - | 1.67 |
Automobiles | - | 2.62 |
Beverages | - | 0.96 |
Power | - | 1.03 |
Cigarettes & Tobacco Products | - | 1.51 |
Aerospace & Defense | - | 1.72 |
Capital Markets | - | 0.95 |
Industrial Products | - | 5.16 |
Telecom - Services | - | 1.18 |
Healthcare Services | - | 2.43 |
Realty | - | 0.57 |
Industrial Manufacturing | - | 1.45 |
Retailing | - | 2.87 |
Entertainment | - | 1.1 |
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