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	0.39%	4.54%
6 Month	12.1%	20.07%
1 Year	23.5%	30.37%
3 Year	15.32%	12.98%
5 Year	17.35%	14.96%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
6 Month	-	-
1 Year	10.45%	13.51%
3 Year	27.07%	27.24%
5 Year	55.69%	43.87%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
1 Year	18.02%	13.59%
3 Year	44.42%	33.69%
5 Year	59.82%	48.61%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	8.51%	8.96%
Sharp	0.99%	0.63%
Beta	0.92%	0.97%
Alpha	2.76%	1.18%

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	29.92	25.24
Large Cap	49.31	48.98
Mid Cap	3.66	10.95
Small Cap	17.11	14.86

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Others	18.07	12.51
Financial	7.78	21.67
Petroleum Products	6.29	-
IT - Software	5.76	-
Personal Products	1.97	-
Construction	9.44	4.11
Banks	23.78	-
Pharmaceuticals & Biotechnology	2.93	-
Realty	0.71	-
Power	1.65	-
Paper, Forest & Jute Products	0.17	-
Healthcare Services	1.6	-
Finance	0.56	-
Diversified FMCG	3.77	-
Media	0.1	-
Fertilizers & Agrochemicals	0.46	-
Auto Components	1.18	-
Transport Services	0.29	-
Telecom - Services	3.64	-
Industrial Manufacturing	0.69	-
Industrial Products	2.15	-
Energy	0.51	5.42
Textiles & Apparels	0.8	-
Beverages	1.39	-
Commercial Services & Supplies	1.4	-
Leisure Services	1.47	-
Unclassified	1.44	-
Sovereign	-	8.86
Capital Goods	-	9.19
Technology	-	6.61
Consumer Staples	-	6.47
Automobile	-	9.04
Healthcare	-	3.74
Consumer Discretionary	-	1.16
Services	-	6.57
Communication	-	1.59
Materials	-	0.67
Diversified	-	0.95
Metals & Mining	-	1.47