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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 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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