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) | ₹4134 Cr | ₹538 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | -0.64% | 0.06% |
| 6 Month | 3.14% | 1.31% |
| 1 Year | 2.61% | 1.54% |
| 3 Year | 14.7% | 13.35% |
| 5 Year | 15.9% | 11.04% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 1.96% | 1.41% |
| 1 Year | 12.67% | 11.73% |
| 3 Year | 13.01% | 11.92% |
| 5 Year | 13.81% | 11.32% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 11% | 10.54% |
| 3 Year | 13.49% | 10.18% |
| 5 Year | 13.04% | 9.97% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 9.02% | 8.96% |
| Sharp | 0.94% | 0.68% |
| Beta | 1.05% | 1.14% |
| Alpha | 2.54% | 0.49% |
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 | 32.62 | 30.21 |
| Large Cap | 48.56 | 40.37 |
| Small Cap | 8.09 | 14.16 |
| Mid Cap | 10.72 | 15.26 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Others | 23.84 | 25.02 |
| Communication Services | 4.2 | 1.88 |
| Energy | 3.79 | 2.27 |
| Industrials | 9.23 | 10.76 |
| Technology | 7.06 | 9.77 |
| Financial Services | 23.41 | 20.83 |
| Consumer Cyclical | 9.08 | 10.35 |
| Consumer Defensive | 3.87 | 7.65 |
| Healthcare | 4.72 | 6.97 |
| Basic Materials | 3.25 | 2.84 |
| Real Estate | 3.46 | 0.71 |
| Utilities | 4.08 | 0.95 |
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