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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 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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