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)	₹538 Cr	₹6718 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹200	₹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	0.12%	0.37%
6 Month	1.95%	3.57%
1 Year	2.08%	2.99%
3 Year	12.95%	16.04%
5 Year	11.24%	17.42%

SIP Return Analysis

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	1.41%	2.73%
1 Year	11.73%	12.24%
3 Year	11.92%	14.02%
5 Year	11.32%	14.82%

Rolling Lumpsum Returns

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.54%	13.69%
3 Year	10.18%	13.34%
5 Year	9.97%	12.16%

Risk Management

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	10.23%	9.37%
Sharp	0.59%	0.95%
Beta	1.13%	1.06%
Alpha	-0.31%	2.84%

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	30.21	32.42
Large Cap	40.37	45.39
Small Cap	14.16	10.32
Mid Cap	15.26	11.86

Sector Allocation

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.02	27.07
Energy	2.27	6.07
Technology	9.77	7.76
Consumer Defensive	7.65	5.07
Healthcare	6.97	4.26
Industrials	10.76	6.73
Financial Services	20.83	21.89
Basic Materials	2.84	5.12
Consumer Cyclical	10.35	7.47
Utilities	0.95	1.58
Communication Services	1.88	4.14
Real Estate	0.71	2.83

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