LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

Tata Aggressive Hybrid 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 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)	₹4011 Cr	₹519 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	2.49
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	1.91%	2.13%
6 Month	9.86%	13.41%
1 Year	-2.61%	-0.2%
3 Year	10.94%	12.45%
5 Year	15.91%	13.86%

SIP Return Analysis

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
6 Month	2.36%	3.05%
1 Year	6.36%	10.11%
3 Year	10.3%	13.16%
5 Year	11.51%	11.93%

Rolling Lumpsum Returns

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
1 Year	11.2%	10.77%
3 Year	13.63%	9.6%
5 Year	14%	9.67%

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	0.52%	0.61%
Beta	0.1%	0.09%
Alpha	4.47%	5.72%

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	27.95	25.58
Large Cap	53.5	39.95
Small Cap	9.99	18.33
Mid Cap	8.56	16.14

Sector Allocation

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Others	27.95	23.99
Energy	4.93	2.45
Technology	4.44	8.86
Consumer Defensive	9.47	8.05
Industrials	7.48	13.37
Financial Services	19.62	20.47
Healthcare	4.76	5.74
Basic Materials	5.76	4.33
Consumer Cyclical	6.8	9
Communication Services	5.55	2.04
Real Estate	0.91	0.7
Utilities	2.34	0.99

Top Comparisons

ICICI Prudential Multicap Fund - Growth

3Y Returns19.4%

VS

Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Franklin India Opportunities Fund - Growth

3Y Returns28.33%

VS

AXIS INNOVATION FUND - Regular Plan - Growth Option

3Y Returns15.5%

Compare Now

SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns16.7%

VS

Axis Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns16.51%

Compare Now

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

3Y Returns13.3%

VS

UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns22.55%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully