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)	₹522 Cr	₹6379 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	2.35%	2.57%
6 Month	8.57%	5.59%
1 Year	5.16%	4.25%
3 Year	13.51%	16.34%
5 Year	13.36%	19.8%

SIP Return Analysis

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	2.86%	2.62%
1 Year	13.06%	9.82%
3 Year	13.16%	14.26%
5 Year	12%	15.12%

Rolling Lumpsum Returns

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.71%	13.28%
3 Year	9.69%	12.78%
5 Year	9.7%	11.88%

Risk Management

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.96%	9.01%
Sharp	0.7%	1.06%
Beta	0.12%	0.17%
Alpha	6.45%	8.99%

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	27.52	33.06
Large Cap	39.58	45.24
Small Cap	17.04	10.37
Mid Cap	15.85	11.32

Sector Allocation

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	24.41	28.29
Energy	2.44	5.47
Technology	8.59	7.17
Consumer Defensive	8.21	4.76
Healthcare	6.73	4.98
Industrials	13.33	5.77
Financial Services	19.27	22.18
Basic Materials	4.31	5.02
Consumer Cyclical	9.06	7.75
Utilities	0.98	1.59
Communication Services	2.01	4.05
Real Estate	0.66	2.96

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