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 | Very High |
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 | 3.01% | 1.32% |
6 Month | -0.36% | -1.34% |
1 Year | 6.57% | 7.92% |
3 Year | 16.17% | 19.85% |
5 Year | 15.43% | 22.21% |
SIP Return Analysis
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 8.24% | 5.24% |
1 Year | 9.14% | 5.62% |
3 Year | 14.8% | 16.75% |
5 Year | 13.01% | 17.17% |
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 | 8.96% | 9.01% |
Sharp | 0.76% | 1.15% |
Beta | 1.09% | 1.05% |
Alpha | 0.34% | 3.88% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 25.63 | 31.3 |
Large Cap | 38.66 | 44.79 |
Small Cap | 22.19 | 10.46 |
Mid Cap | 13.58 | 13.35 |
Sector Allocation
Scheme Name |
LIC MF Equity Hybrid Fund-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 25.63 | 31.3 |
Petroleum Products | 2.85 | 2.98 |
IT - Software | 7.07 | 6.07 |
Auto Components | 3.66 | 0.66 |
Food Products | 3.33 | - |
Pharmaceuticals & Biotechnology | 4.36 | 3.99 |
Construction | 2.38 | 1.77 |
Finance | 3.75 | 2.7 |
Banks | 14.31 | 17.16 |
Electrical Equipment | 4.4 | - |
Diversified FMCG | 0.58 | 3.02 |
Cement & Cement Products | 1.79 | 0.33 |
Consumer Durables | 1.03 | 0.65 |
Automobiles | 2.6 | 3.93 |
Beverages | 0.87 | - |
Power | 1 | 1.72 |
Cigarettes & Tobacco Products | 1.44 | - |
Aerospace & Defense | 1.69 | - |
Capital Markets | 0.99 | 1.35 |
Industrial Products | 4.86 | 0.28 |
Telecom - Services | 1.2 | 4.27 |
Chemicals & Petrochemicals | 2.6 | 0.72 |
Healthcare Services | 2.16 | - |
Realty | 0.62 | 1.28 |
Industrial Manufacturing | 1.27 | - |
Retailing | 2.56 | 0.24 |
Entertainment | 1.06 | 0.44 |
Transport Services | - | 2.69 |
Textiles & Apparels | - | 1.53 |
Insurance | - | 1.91 |
Fertilizers & Agrochemicals | - | 0.81 |
Diversified Metals | - | 1.93 |
Oil | - | 2.28 |
Personal Products | - | 1.25 |
Other Consumer Services | - | 0.65 |
Minerals & Mining | - | 0.71 |
Paper, Forest & Jute Products | - | 0.66 |
Leisure Services | - | 0.62 |
Top Comparisons
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns21.43%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns25%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns20.17%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns18.49%
HSBC Income Plus Arbitrage Active FOF - Growth
3Y Returns7.91%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns26.6%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns15.71%