Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

Link copied to clipboard!

tortoise-icon LIC MF Equity Hybrid Fund-Growth

Invest Now

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

Invest Now

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 1.07% 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Invesco India Flexi Cap Fund - Growth Invesco India Flexi Cap Fund - Growth

3Y Returns26.23%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns18.8%

Compare Now

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns18.34%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns18.34%

Compare Now

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.78%

VS

Quant Gilt Fund Regular - Growth Quant Gilt Fund Regular - Growth

3Y Returns0%

Compare Now

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns7.12%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns7.06%

Compare Now
Add to Cart Successfully