LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

LIC MF Equity Hybrid Fund-Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3997 Cr	₹508 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹500
Launch Date	05 Jan 1996	31 Mar 1998
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	4.76%	%
Expense Ratio	1.92	2.48
Manager	Murthy Nagarajan	Pratik Harish Shroff
ISIN Code	INF277K01303	INF767K01030
Exits Load	Tata Hybrid Equity Fund - Regular Plan - 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

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
1 Month	0.99%	3.01%
6 Month	-2.21%	-0.36%
1 Year	3.46%	6.57%
3 Year	15.28%	16.17%
5 Year	17.84%	15.43%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
6 Month	4.59%	8.24%
1 Year	2.65%	9.14%
3 Year	11.27%	14.8%
5 Year	12.6%	13.01%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
1 Year	11.37%	10.88%
3 Year	13.58%	9.52%
5 Year	13.94%	9.64%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	9.21%	8.96%
Sharp	0.75%	0.76%
Beta	1.09%	1.09%
Alpha	-0.22%	0.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Name	Murthy Nagarajan	Pratik Harish Shroff
Total AUM	₹18015 Cr	₹2586 Cr
Funds Managed	11	10
	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Others	26.65	25.63
Large Cap	58.39	38.66
Mid Cap	7.36	13.58
Small Cap	7.6	22.19

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Others	26.65	25.63
Petroleum Products	6.16	2.85
IT - Software	4.82	7.07
Personal Products	0.85	-
Construction	4.25	2.38
Diversified FMCG	3.17	0.58
Banks	20.42	14.31
Pharmaceuticals & Biotechnology	4.51	4.36
Automobiles	3.82	2.6
Telecom - Services	5.47	1.2
Beverages	2.21	0.87
Industrial Products	1.26	4.86
Realty	0.74	0.62
Gas	0.81	-
Transport Services	0.39	-
Auto Components	1.41	3.66
Finance	3.44	3.75
Cement & Cement Products	2.5	1.79
Transport Infrastructure	1.51	-
Fertilizers & Agrochemicals	2.03	-
Power	1.75	1
Insurance	0.93	-
Retailing	0.9	2.56
Food Products	-	3.33
Electrical Equipment	-	4.4
Consumer Durables	-	1.03
Cigarettes & Tobacco Products	-	1.44
Aerospace & Defense	-	1.69
Capital Markets	-	0.99
Chemicals & Petrochemicals	-	2.6
Healthcare Services	-	2.16
Industrial Manufacturing	-	1.27
Entertainment	-	1.06