LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity 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 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	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%

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%

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%

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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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	26.52	24.97
Large Cap	57.95	38.17
Mid Cap	7.8	13.7
Small Cap	7.73	23.16

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