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)	₹24068 Cr	₹535 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	06 Apr 2005	31 Mar 1998
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	2.46
Manager	Dhruv Muchhal	Pratik Harish Shroff
ISIN Code	INF179K01AS4	INF767K01030
Exits Load	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
1 Month	-2.79%	-4.03%
6 Month	-3.11%	-2.65%
1 Year	9.05%	11.14%
3 Year	11.39%	9.33%
5 Year	14.7%	10.44%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
6 Month	-	-
1 Year	2.65%	3.41%
3 Year	12.61%	13.68%
5 Year	15.25%	12.93%

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%	0.41%
Beta	0.92%	0.98%
Alpha	2.76%	1.06%

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	31.05	23.14
Large Cap	48.51	45.9
Mid Cap	3.76	8.42
Small Cap	16.68	22.56

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Others	31.05	23.14
Petroleum Products	5.85	3.45
IT - Software	5.43	7.81
Personal Products	1.8	-
Construction	7.91	3.25
Banks	22.73	12.71
Pharmaceuticals & Biotechnology	2.98	4.16
Realty	0.79	1.7
Power	1.55	1.39
Automobiles	0.45	3.83
Healthcare Services	1.85	1.04
Finance	0.55	3.23
Consumer Durables	0.09	2.29
Diversified FMCG	3.8	3.47
Media	0.09	-
Fertilizers & Agrochemicals	0.36	-
Auto Components	1.14	5.16
Transport Services	0.29	-
Telecom - Services	4.02	1.11
Industrial Manufacturing	0.68	1.12
Industrial Products	2.02	3.78
Textiles & Apparels	0.7	-
Beverages	1.45	1.19
Commercial Services & Supplies	1.31	-
Leisure Services	1.11	-
Electrical Equipment	-	5.47
Non - Ferrous Metals	-	0.83
Aerospace & Defense	-	1.32
Food Products	-	1.22
IT - Services	-	0.47
Chemicals & Petrochemicals	-	1.16
Retailing	-	4.64
Entertainment	-	1.08