LIC MF Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Fund	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24098 Cr	₹544 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	01 Apr 2005	31 Mar 1991
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open-ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	15.22%	%
Expense Ratio	1.68	2.47
Manager	Dhruv Muchhal	Pratik Harish Shroff
ISIN Code	INF179K01AS4	INF767K01030
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
1 Month	-3.23%	-4.43%
6 Month	4.86%	5.28%
1 Year	18.32%	22.22%
3 Year	11.77%	9.88%
5 Year	15.53%	11.48%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
6 Month	-	-
1 Year	13.61%	17.43%
3 Year	15.81%	17.2%
5 Year	17.24%	14.92%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
1 Year	10.55%	10.94%
3 Year	11.64%	9.39%
5 Year	11.39%	9.56%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	8.51%	8.96%
Sharp	0.99%	0.5%
Beta	0.92%	0.98%
Alpha	2.76%	1.36%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Name	Dhruv Muchhal	Pratik Harish Shroff
Total AUM	₹520687 Cr	₹2586 Cr
Fund Manage	40	10
	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Others	30.41	25.24
Large Cap	48.6	48.98
Mid Cap	4.06	10.95
Small Cap	16.93	14.86

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Others	30.41	12.51
Petroleum Products	6.38	-
IT - Software	5.46	-
Personal Products	1.97	-
Construction	8.25	4.11
Banks	22.06	-
Pharmaceuticals & Biotechnology	3	-
Realty	0.75	-
Power	1.63	-
Automobiles	0.26	-
Healthcare Services	1.84	-
Finance	0.57	-
Consumer Durables	0.07	-
Diversified FMCG	3.91	-
Media	0.09	-
Fertilizers & Agrochemicals	0.37	-
Auto Components	1.23	-
Transport Services	0.29	-
Telecom - Services	4.14	-
Industrial Manufacturing	0.68	-
Industrial Products	2.07	-
Textiles & Apparels	0.69	-
Beverages	1.55	-
Commercial Services & Supplies	1.21	-
Leisure Services	1.12	-
Sovereign	-	8.86
Energy	-	5.42
Capital Goods	-	9.19
Technology	-	6.61
Consumer Staples	-	6.47
Automobile	-	9.04
Financial	-	21.67
Healthcare	-	3.74
Consumer Discretionary	-	1.16
Services	-	6.57
Communication	-	1.59
Materials	-	0.67
Diversified	-	0.95
Metals & Mining	-	1.47