LIC MF Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹3894 Cr | ₹519 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 08 Jun 2005 | 31 Mar 1998 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 40% | % |
Expense Ratio | 1.97 | 2.49 |
Manager | Sushil Budhia | Pratik Harish Shroff |
ISIN Code | INF204K01FW1 | INF767K01030 |
Exits Load | Nippon India Equity Hybrid 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 | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Month | 1.86% | 1.7% |
6 Month | 13.3% | 13.93% |
1 Year | 1.2% | -0.07% |
3 Year | 15.17% | 12.73% |
5 Year | 18.93% | 13.67% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
6 Month | 3.49% | 3.05% |
1 Year | 10.64% | 10.11% |
3 Year | 14.31% | 13.16% |
5 Year | 14.85% | 11.93% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Year | 11.23% | 10.77% |
3 Year | 12.93% | 9.6% |
5 Year | 13.05% | 9.67% |
Risk Management
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 9.02% | 8.96% |
Sharp | 0.93% | 0.61% |
Beta | 0.09% | 0.09% |
Alpha | 8.12% | 5.72% |
Fund Managers
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Name | Sushil Budhia | Pratik Harish Shroff |
Total AUM | ₹29447 Cr | ₹2586 Cr |
Funds Managed | 11 | 10 |
Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
Market Cap
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 30.76 | 25.58 |
Large Cap | 48.89 | 39.95 |
Small Cap | 8.56 | 18.33 |
Mid Cap | 11.79 | 16.14 |
Sector Allocation
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 23.82 | 23.99 |
Communication Services | 3.62 | 2.04 |
Energy | 3.77 | 2.45 |
Industrials | 10.28 | 13.37 |
Technology | 6.31 | 8.86 |
Financial Services | 24.95 | 20.47 |
Consumer Cyclical | 7.55 | 9 |
Consumer Defensive | 3.58 | 8.05 |
Healthcare | 5.19 | 5.74 |
Basic Materials | 2.81 | 4.33 |
Real Estate | 3.87 | 0.7 |
Utilities | 4.25 | 0.99 |
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