LIC MF Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

LIC MF Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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LIC MF Equity Hybrid Fund-Growth

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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)	₹529 Cr	₹6422 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	-0.61%	-1.11%
6 Month	11.03%	7.15%
1 Year	1.66%	1.84%
3 Year	12.77%	16.22%
5 Year	13.79%	19.62%

SIP Return Analysis

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	3.11%	1.49%
1 Year	5.78%	2.55%
3 Year	12.58%	14.23%
5 Year	11.69%	15.43%

Rolling Lumpsum Returns

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.77%	13.42%
3 Year	9.6%	12.7%
5 Year	9.67%	11.82%

Risk Management

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.96%	9.01%
Sharp	0.76%	1.15%
Beta	0.09%	0.13%
Alpha	6.96%	9.74%

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	25.58	34.61
Large Cap	39.95	43
Small Cap	18.33	10.41
Mid Cap	16.14	11.98

Sector Allocation

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	23.99	30.99
Energy	2.45	4.93
Technology	8.86	6.89
Consumer Defensive	8.05	4.54
Industrials	13.37	5.43
Financial Services	20.47	23.12
Basic Materials	4.33	4.75
Healthcare	5.74	4.94
Consumer Cyclical	9	6.45
Utilities	0.99	1.64
Communication Services	2.04	4.56
Real Estate	0.7	1.74

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