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) | ₹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 | 1.07% | 1.66% |
6 Month | 4.6% | 4.05% |
1 Year | 4.22% | 6.09% |
3 Year | 15.73% | 19.46% |
5 Year | 14.42% | 21.33% |
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 | 8.96% | 9.01% |
Sharp | 0.76% | 1.15% |
Beta | 1.09% | 1.05% |
Alpha | 0.34% | 3.88% |
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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 | 23.29 | 33.26 |
Large Cap | 40.75 | 42.54 |
Small Cap | 19.73 | 10.94 |
Mid Cap | 16.23 | 13.26 |
Sector Allocation
Scheme Name |
LIC MF Equity Hybrid Fund-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 23.29 | 31.55 |
Energy | 2.57 | 5.45 |
Technology | 8.29 | 6.34 |
Consumer Defensive | 6.91 | 4.57 |
Industrials | 14.02 | 5.04 |
Financial Services | 21.38 | 22.79 |
Basic Materials | 5.43 | 5.36 |
Healthcare | 5.37 | 4.26 |
Consumer Cyclical | 9.01 | 7.34 |
Utilities | 0.98 | 1.59 |
Communication Services | 2.06 | 4.93 |
Real Estate | 0.7 | 0.78 |
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