LIC MF Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
LIC MF Equity Hybrid Fund-Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹508 Cr | ₹5956 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Mar 1998 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | % | 27% |
Expense Ratio | 2.48 | 1.89 |
Manager | Pratik Harish Shroff | V Srivatsa |
ISIN Code | INF767K01030 | INF789F01323 |
Exits Load | LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | -2.67% | -0.65% |
6 Month | -6.41% | -2.62% |
1 Year | 6.83% | 13.44% |
3 Year | 8.83% | 14.71% |
5 Year | 9.46% | 17.46% |
SIP Return Analysis
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -0.18% | 5.75% |
3 Year | 12.64% | 18% |
5 Year | 12.12% | 18.9% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 11.04% | 13.82% |
3 Year | 9.45% | 12.4% |
5 Year | 9.61% | 11.66% |
Risk Management
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.96% | 9.01% |
Sharp | 0.33% | 0.82% |
Beta | 1% | 1.05% |
Alpha | -0.36% | 4.39% |
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Fund Managers
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Pratik Harish Shroff | V Srivatsa |
Total AUM | ₹2586 Cr | ₹7921 Cr |
Fund Manage | 10 | 3 |
LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
LIC MF Equity Hybrid Fund-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 23.14 | 29.8 |
Large Cap | 45.9 | 42.79 |
Small Cap | 22.56 | 10.58 |
Mid Cap | 8.42 | 16.79 |
Sector Allocation
Scheme Name |
LIC MF Equity Hybrid Fund-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 23.14 | 29.8 |
Petroleum Products | 3.45 | 2.59 |
Electrical Equipment | 5.47 | - |
IT - Software | 7.81 | 7.85 |
Auto Components | 5.16 | 0.84 |
Construction | 3.25 | 2.15 |
Finance | 3.23 | 2.4 |
Banks | 12.71 | 17.36 |
Diversified FMCG | 3.47 | 3.39 |
Non - Ferrous Metals | 0.83 | - |
Pharmaceuticals & Biotechnology | 4.16 | 4.59 |
Realty | 1.7 | 0.96 |
Consumer Durables | 2.29 | 0.72 |
Automobiles | 3.83 | 2.82 |
Beverages | 1.19 | - |
Aerospace & Defense | 1.32 | - |
Industrial Products | 3.78 | 0.23 |
Telecom - Services | 1.11 | 3.66 |
Healthcare Services | 1.04 | 0.68 |
Food Products | 1.22 | - |
IT - Services | 0.47 | - |
Chemicals & Petrochemicals | 1.16 | 0.67 |
Power | 1.39 | 1.08 |
Retailing | 4.64 | - |
Industrial Manufacturing | 1.12 | - |
Entertainment | 1.08 | 0.6 |
Cement & Cement Products | - | 1.21 |
Transport Services | - | 2.44 |
Textiles & Apparels | - | 2.42 |
Insurance | - | 2.82 |
Gas | - | 1.05 |
Fertilizers & Agrochemicals | - | 0.62 |
Diversified Metals | - | 1.81 |
Ferrous Metals | - | 0.6 |
Capital Markets | - | 1.46 |
Other Consumer Services | - | 0.66 |
Personal Products | - | 0.48 |
Paper, Forest & Jute Products | - | 0.59 |
Leisure Services | - | 1.41 |
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