LIC MF Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 Risk	Very High Risk
Asset Size (Cr)	₹3997 Cr	₹508 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	2.48
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

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
1 Month	-3.45%	-3.57%
6 Month	-8.56%	-8.89%
1 Year	3.36%	5.32%
3 Year	10.4%	9.15%
5 Year	12.88%	9.47%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
6 Month	-	-
1 Year	-7.18%	-6.93%
3 Year	9.42%	10.1%
5 Year	12.59%	10.87%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
1 Year	11.66%	11.04%
3 Year	13.65%	9.45%
5 Year	13.89%	9.61%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	9.21%	8.96%
Sharp	0.45%	0.33%
Beta	1.03%	1%
Alpha	0.66%	-0.36%

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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

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

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