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LIC MF Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon LIC MF Equity Hybrid Fund-Growth

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹530 Cr ₹6254 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 2.49 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 1.98% 2.77%
6 Month 3.23% 3.32%
1 Year 4.46% 6.61%
3 Year 16.43% 20.21%
5 Year 14.67% 21.69%

SIP Return Analysis

Scheme Name LIC MF Equity Hybrid Fund-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 9.22% 7.25%
1 Year 12.41% 10.65%
3 Year 15.23% 17.83%
5 Year 13.28% 17.77%

Rolling Lumpsum Returns

Scheme Name LIC MF Equity Hybrid Fund-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 10.88% 13.56%
3 Year 9.52% 12.62%
5 Year 9.64% 11.76%

Risk Management

Scheme Name LIC MF Equity Hybrid Fund-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 10.60% 9.80%
Sharp 0.93% 1.30%
Beta 1.07% 1.02%
Alpha -0.23% 3.20%

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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
Funds Managed 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 25.48 31.42
Large Cap 39.48 44.24
Small Cap 18.7 10.93
Mid Cap 16.32 13.25

Sector Allocation

Scheme Name

LIC MF Equity Hybrid Fund-Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 25.48 31.42
Petroleum Products 2.5 3.24
IT - Software 8.04 6.34
Food Products 2.99 -
Construction 2.71 2.01
Finance 4.76 2.72
Banks 14.46 16.49
Electrical Equipment 3.4 -
Diversified FMCG 1.7 2.78
Cement & Cement Products 2.43 0.33
Healthcare Services 2.08 -
Pharmaceuticals & Biotechnology 3.12 4.26
Automobiles 2.35 3.76
Beverages 1.01 -
Power 0.97 1.59
Cigarettes & Tobacco Products 1.18 -
Aerospace & Defense 1.81 -
Capital Markets 1.09 1.58
Industrial Products 5.44 0.31
Telecom - Services 1.14 4.02
Chemicals & Petrochemicals 2.35 0.8
Auto Components 2.92 0.64
Realty 0.63 0.78
Industrial Manufacturing 1.71 -
Retailing 2.66 0.46
Entertainment 1.05 0.44
Transport Services - 2.72
Textiles & Apparels - 1.57
Insurance - 2
Fertilizers & Agrochemicals - 0.74
Diversified Metals - 1.96
Oil - 2.22
Personal Products - 1.15
Consumer Durables - 0.66
Other Consumer Services - 0.63
Minerals & Mining - 0.76
Paper, Forest & Jute Products - 0.76
Leisure Services - 0.7

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