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) ₹3917 Cr ₹544 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 08 Oct 1995 31 Mar 1991
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 1.93 2.47
Manager Murthy Nagarajan Pratik Harish Shroff
ISIN Code INF277K01303 INF767K01030
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Month 2.89% 3.42%
6 Month 15.57% 19.7%
1 Year 25.59% 29.66%
3 Year 13.8% 12.89%
5 Year 17.16% 15.31%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
6 Month - -
1 Year 11.33% 13.51%
3 Year 26.53% 27.24%
5 Year 51.49% 43.87%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option LIC MF Equity Hybrid Fund-Growth
1 Year 16.58% 13.59%
3 Year 41.09% 33.69%
5 Year 56.19% 48.61%

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 0.77% 0.63%
Beta 1.02% 0.97%
Alpha 2.37% 1.18%

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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 25.51 25.24
Large Cap 55.94 48.98
Mid Cap 11.26 10.95
Small Cap 7.29 14.86

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

LIC MF Equity Hybrid Fund-Growth

Others 5.93 12.51
Sovereign 6.07 8.86
Construction 7.14 4.11
Automobile 3.13 9.04
Communication 5.94 1.59
Energy 10.78 5.42
Technology 6.06 6.61
Materials 3.08 0.67
Financial 29.11 21.67
Healthcare 2.96 3.74
Consumer Staples 6.55 6.47
Metals & Mining 0.68 1.47
Insurance 0.13 -
Capital Goods 2.65 9.19
Chemicals 4 -
Services 5.79 6.57
Consumer Discretionary - 1.16
Diversified - 0.95

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