LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
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 | 4.7% | 6.77% |
6 Month | 1.95% | 3.36% |
1 Year | 8.04% | 11.04% |
3 Year | 15.47% | 15.79% |
5 Year | 19.45% | 16.29% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
6 Month | 0.79% | 1% |
1 Year | -2.82% | -2.71% |
3 Year | 10.17% | 11.45% |
5 Year | 12.08% | 11.05% |
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 | 0.6% | 0.55% |
Beta | 1.09% | 1.07% |
Alpha | -0.13% | -0.39% |
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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 | 26.52 | 24.97 |
Large Cap | 57.95 | 38.17 |
Mid Cap | 7.8 | 13.7 |
Small Cap | 7.73 | 23.16 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 26.52 | 24.97 |
Petroleum Products | 5.7 | 3.06 |
IT - Software | 5.14 | 8.07 |
Personal Products | 0.9 | - |
Construction | 4.47 | 2.05 |
Diversified FMCG | 3.11 | 0.6 |
Banks | 20.96 | 12.53 |
Pharmaceuticals & Biotechnology | 4.52 | 3.46 |
Realty | 1.36 | 0.57 |
Automobiles | 4.48 | 2.62 |
Telecom - Services | 5.22 | 1.18 |
Beverages | 2.32 | 0.96 |
Industrial Products | 1.36 | 5.16 |
Gas | 0.74 | - |
Transport Services | 0.37 | - |
Auto Components | 0.77 | 4.4 |
Finance | 2.63 | 3.55 |
Cement & Cement Products | 2.51 | 1.13 |
Transport Infrastructure | 1.53 | - |
Fertilizers & Agrochemicals | 1.95 | - |
Power | 1.71 | 1.03 |
Insurance | 0.87 | - |
Retailing | 0.86 | 2.87 |
Food Products | - | 3.47 |
Electrical Equipment | - | 4.59 |
Chemicals & Petrochemicals | - | 2.9 |
Consumer Durables | - | 1.67 |
Cigarettes & Tobacco Products | - | 1.51 |
Aerospace & Defense | - | 1.72 |
Capital Markets | - | 0.95 |
Healthcare Services | - | 2.43 |
Industrial Manufacturing | - | 1.45 |
Entertainment | - | 1.1 |
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