LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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tortoise-icon LIC MF Equity Hybrid Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Fund Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4137 Cr ₹535 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 05 Jan 1996 31 Mar 1998
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 4.76% %
Expense Ratio 1.92 2.46
Manager Murthy Nagarajan Pratik Harish Shroff
ISIN Code INF277K01303 INF767K01030
Exits Load Tata Hybrid Equity Fund - Regular Plan - 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 Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Month 0.71% 1.89%
6 Month 2.14% 2.71%
1 Year 14.42% 17.57%
3 Year 12.87% 11.76%
5 Year 14.01% 11.67%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
6 Month - -
1 Year 8.09% 12.55%
3 Year 14.79% 16.58%
5 Year 15.86% 14.66%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Year 11.52% 10.94%
3 Year 13.77% 9.39%
5 Year 13.84% 9.56%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Standard Deviation 9.21% 8.96%
Sharp 0.68% 0.57%
Beta 1.01% 0.98%
Alpha 2.33% 1.29%

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Fund Managers

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
Name Murthy Nagarajan Pratik Harish Shroff
Total AUM ₹18015 Cr ₹2586 Cr
Fund Manage 11 10
Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth

Market Cap

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 26.31 23.14
Large Cap 54.47 45.9
Mid Cap 10.31 8.42
Small Cap 8.91 22.56

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 26.31 23.14
Petroleum Products 5.67 3.45
IT - Software 6.28 7.81
Personal Products 0.91 -
Construction 4.55 3.25
Healthcare Services 1.33 1.04
Diversified FMCG 3.42 3.47
Pharmaceuticals & Biotechnology 4.41 4.16
Banks 16.8 12.71
Realty 1.8 1.7
Automobiles 2.11 3.83
Telecom - Services 5.72 1.11
Beverages 2.45 1.19
Industrial Products 1.48 3.78
Gas 0.94 -
Transport Services 0.48 -
Cement & Cement Products 2.77 -
Auto Components 1.07 5.16
Finance 1.03 3.23
Transport Infrastructure 1.86 -
Fertilizers & Agrochemicals 2.42 -
Power 2.9 1.39
Retailing 2.42 4.64
Insurance 0.87 -
Electrical Equipment - 5.47
Non - Ferrous Metals - 0.83
Consumer Durables - 2.29
Aerospace & Defense - 1.32
Food Products - 1.22
IT - Services - 0.47
Chemicals & Petrochemicals - 1.16
Industrial Manufacturing - 1.12
Entertainment - 1.08

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