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LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Month 2.29% 2.15%
6 Month -2.5% -2.83%
1 Year 5.45% 6.01%
3 Year 12.45% 12%
5 Year 17.67% 14.06%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
6 Month 1.08% 1.05%
1 Year -2.35% -2.23%
3 Year 11.12% 12.3%
5 Year 12.9% 11.68%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Year 11.66% 11.04%
3 Year 13.65% 9.45%
5 Year 13.89% 9.61%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Standard Deviation 9.21% 8.96%
Sharp 0.39% 0.31%
Beta 1.08% 1.08%
Alpha 0.79% 0.06%

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Fund Managers

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

Market Cap

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 25.02 30.63
Large Cap 58.6 38.6
Mid Cap 8.68 11.04
Small Cap 7.7 19.73

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 25.02 28.04
Energy 5.66 3.55
Technology 6.42 8.27
Consumer Defensive 6.08 5.77
Industrials 7.51 13.81
Healthcare 5.33 5.08
Financial Services 23.83 15.08
Real Estate 1.34 0.57
Consumer Cyclical 7.56 12.53
Communication Services 4.96 2.15
Utilities 2.16 0.99
Basic Materials 4.14 4.15

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