LIC MF Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

Overview

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹535 Cr	₹6111 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹500	₹1000
Launch Date	31 Mar 1998	25 Mar 2000
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	%	27%
Expense Ratio	2.46	1.87
Manager	Pratik Harish Shroff	V Srivatsa
ISIN Code	INF767K01030	INF789F01323
Exits Load	LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	1.18%	1.13%
6 Month	2.35%	4.93%
1 Year	18.35%	21.6%
3 Year	11.7%	17.28%
5 Year	12.93%	18.75%

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	12.55%	15.37%
3 Year	16.58%	21%
5 Year	14.66%	20.94%

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.94%	13.58%
3 Year	9.39%	12.27%
5 Year	9.56%	11.6%

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.96%	9.01%
Sharp	0.57%	1.04%
Beta	0.98%	1.03%
Alpha	1.29%	5.78%

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name	Pratik Harish Shroff	V Srivatsa
Total AUM	₹2586 Cr	₹7921 Cr
Fund Manage	10	3
	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	23.14	29.8
Large Cap	45.9	42.79
Small Cap	22.56	10.58
Mid Cap	8.42	16.79

Scheme Name	LIC MF Equity Hybrid Fund-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	23.14	29.8
Petroleum Products	3.45	2.59
Electrical Equipment	5.47	-
IT - Software	7.81	7.85
Auto Components	5.16	0.84
Construction	3.25	2.15
Finance	3.23	2.4
Banks	12.71	17.36
Diversified FMCG	3.47	3.39
Non - Ferrous Metals	0.83	-
Pharmaceuticals & Biotechnology	4.16	4.59
Realty	1.7	0.96
Consumer Durables	2.29	0.72
Automobiles	3.83	2.82
Beverages	1.19	-
Aerospace & Defense	1.32	-
Industrial Products	3.78	0.23
Telecom - Services	1.11	3.66
Healthcare Services	1.04	0.68
Food Products	1.22	-
IT - Services	0.47	-
Chemicals & Petrochemicals	1.16	0.67
Power	1.39	1.08
Retailing	4.64	-
Industrial Manufacturing	1.12	-
Entertainment	1.08	0.6
Cement & Cement Products	-	1.21
Transport Services	-	2.44
Textiles & Apparels	-	2.42
Insurance	-	2.82
Gas	-	1.05
Fertilizers & Agrochemicals	-	0.62
Diversified Metals	-	1.81
Ferrous Metals	-	0.6
Capital Markets	-	1.46
Other Consumer Services	-	0.66
Personal Products	-	0.48
Paper, Forest & Jute Products	-	0.59
Leisure Services	-	1.41