LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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LIC MF Equity Hybrid Fund-Growth

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Chart Comparison

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

Overview

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Fund	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4166 Cr	₹538 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹200
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	2.49
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

Trailing Lumpsum Returns

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
1 Month	0.17%	0.12%
6 Month	3.11%	0.79%
1 Year	5.57%	5.15%
3 Year	11.77%	13.91%
5 Year	13.48%	11.01%

SIP Return Analysis

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
6 Month	3.11%	2.19%
1 Year	11.62%	11.42%
3 Year	10.39%	11.84%
5 Year	11.35%	11.46%

Rolling Lumpsum Returns

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
1 Year	12.8%	10.5%
3 Year	14.59%	10.19%
5 Year	15.31%	9.97%

Risk Management

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	9.21%	8.96%
Sharp	0.53%	0.68%
Beta	1.16%	1.14%
Alpha	-1.43%	0.49%

Fund Managers

Scheme Name	Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth

Market Cap

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Others	29	30.21
Large Cap	55.84	40.37
Small Cap	9.67	14.16
Mid Cap	5.48	15.26

Sector Allocation

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Others	27.57	25.02
Energy	6.06	2.27
Technology	6.29	9.77
Industrials	8.03	10.76
Consumer Defensive	8.85	7.65
Financial Services	19.36	20.83
Basic Materials	5.76	2.84
Consumer Cyclical	7.6	10.35
Healthcare	3.04	6.97
Communication Services	5.95	1.88
Real Estate	0.45	0.71
Utilities	1.04	0.95

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