LIC MF Equity Hybrid Fund vs Nippon India Equity Hybrid Fund compare

Overview

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Fund	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3858 Cr	₹535 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	08 Jun 2005	31 Mar 1998
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	40%	%
Expense Ratio	1.98	2.46
Manager	Sushil Budhia	Pratik Harish Shroff
ISIN Code	INF204K01FW1	INF767K01030
Exits Load	Nippon India Equity Hybrid 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	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
1 Month	-3.48%	-4.03%
6 Month	-2.17%	-2.65%
1 Year	10.63%	11.14%
3 Year	13.26%	9.33%
5 Year	12.18%	10.44%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
6 Month	-	-
1 Year	3.6%	3.41%
3 Year	15.97%	13.68%
5 Year	17.13%	12.93%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
1 Year	11.65%	10.94%
3 Year	12.21%	9.39%
5 Year	12.91%	9.56%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	9.02%	8.96%
Sharp	0.82%	0.41%
Beta	1.03%	0.98%
Alpha	4.89%	1.06%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Name	Sushil Budhia	Pratik Harish Shroff
Total AUM	₹29447 Cr	₹2586 Cr
Fund Manage	11	10
	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Others	24.03	23.14
Small Cap	11.36	22.56
Large Cap	54.73	45.9
Mid Cap	9.88	8.42

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	LIC MF Equity Hybrid Fund-Growth
Others	24.03	23.14
Cement & Cement Products	0.07	-
Telecom - Services	3.23	1.11
Petroleum Products	3.02	3.45
Industrial Products	1.22	3.78
IT - Software	6.73	7.81
Construction	3.33	3.25
Finance	2.18	3.23
Consumer Durables	2.13	2.29
Retailing	1.48	4.64
Diversified FMCG	2.51	3.47
Banks	15.98	12.71
Pharmaceuticals & Biotechnology	3.79	4.16
Healthcare Services	2.01	1.04
Aerospace & Defense	1.02	1.32
Ferrous Metals	2.62	-
Capital Markets	2.74	-
Realty	2.13	1.7
Transport Infrastructure	1.87	-
Automobiles	4.53	3.83
Insurance	1.66	-
Transport Services	1.19	-
Beverages	1.89	1.19
Power	4.02	1.39
Leisure Services	1.08	-
Financial Technology (Fintech)	0.73	-
Auto Components	1.29	5.16
Consumable Fuels	0.82	-
Industrial Manufacturing	0.59	1.12
Commercial Services & Supplies	0.11	-
Electrical Equipment	-	5.47
Non - Ferrous Metals	-	0.83
Food Products	-	1.22
IT - Services	-	0.47
Chemicals & Petrochemicals	-	1.16
Entertainment	-	1.08