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) | ₹3960 Cr | ₹522 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 | 2.12% | 2.36% |
| 6 Month | 6.66% | 8% |
| 1 Year | 5.37% | 4.66% |
| 3 Year | 15.29% | 13.27% |
| 5 Year | 19.33% | 13.68% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 0.89% | 0.21% |
| 1 Year | 8.13% | 7.71% |
| 3 Year | 12.25% | 11.25% |
| 5 Year | 13.62% | 10.93% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 11.02% | 10.71% |
| 3 Year | 13.01% | 9.69% |
| 5 Year | 13.15% | 9.7% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 9.02% | 8.96% |
| Sharp | 1.04% | 0.7% |
| Beta | 0.12% | 0.12% |
| Alpha | 8.89% | 6.45% |
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 | 32.1 | 27.52 |
| Large Cap | 48.52 | 39.58 |
| Small Cap | 8.13 | 17.04 |
| Mid Cap | 11.25 | 15.85 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Others | 23.22 | 24.41 |
| Communication Services | 3.97 | 2.01 |
| Energy | 3.72 | 2.44 |
| Industrials | 9.5 | 13.33 |
| Technology | 7.11 | 8.59 |
| Financial Services | 23.6 | 19.27 |
| Consumer Cyclical | 9.21 | 9.06 |
| Consumer Defensive | 3.45 | 8.21 |
| Healthcare | 4.91 | 6.73 |
| Basic Materials | 3.25 | 4.31 |
| Real Estate | 3.55 | 0.66 |
| Utilities | 4.51 | 0.98 |
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