LIC MF Equity Hybrid Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
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) | ₹23354 Cr | ₹508 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 | 2.48 |
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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Month | 4.97% | 6.72% |
6 Month | -5.41% | -8.92% |
1 Year | 6.09% | 6.22% |
3 Year | 11.42% | 10.19% |
5 Year | 21.78% | 15.84% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
6 Month | -1.44% | -3.51% |
1 Year | -1.89% | -5.77% |
3 Year | 11.39% | 11.48% |
5 Year | 14.01% | 11.37% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
1 Year | 10.65% | 11.04% |
3 Year | 11.72% | 9.45% |
5 Year | 11.49% | 9.61% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 9.334% | 8.96% |
Sharp | 0.486% | 0.24% |
Beta | 0.949% | 1.04% |
Alpha | 0.562% | -0.97% |
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Fund Managers
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 |
Funds Managed | 40 | 10 |
HDFC Hybrid Equity Fund - Growth Plan | LIC MF Equity Hybrid Fund-Growth |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 33.28 | 30.63 |
Large Cap | 48.42 | 38.6 |
Small Cap | 15.63 | 19.73 |
Mid Cap | 2.67 | 11.04 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 32.45 | 28.04 |
Energy | 5.71 | 3.55 |
Technology | 8.82 | 8.27 |
Consumer Defensive | 6.79 | 5.77 |
Industrials | 9.19 | 13.81 |
Financial Services | 22.61 | 15.08 |
Healthcare | 4.18 | 5.08 |
Real Estate | 0.83 | 0.57 |
Consumer Cyclical | 3.29 | 12.53 |
Basic Materials | 0.58 | 4.15 |
Communication Services | 4.26 | 2.15 |
Utilities | 1.29 | 0.99 |
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