LIC MF Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
LIC MF Equity Hybrid Fund-Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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) | ₹522 Cr | ₹6379 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 | 2.49 | 1.89 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.69% | 2.15% |
| 6 Month | 7.87% | 5.16% |
| 1 Year | 4.76% | 4.5% |
| 3 Year | 13.39% | 16.18% |
| 5 Year | 13.12% | 19.63% |
SIP Return Analysis
| Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.86% | 2.62% |
| 1 Year | 13.06% | 9.82% |
| 3 Year | 13.16% | 14.26% |
| 5 Year | 12% | 15.12% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.71% | 13.28% |
| 3 Year | 9.69% | 12.78% |
| 5 Year | 9.7% | 11.88% |
Risk Management
| Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.96% | 9.01% |
| Sharp | 0.7% | 1.06% |
| Beta | 0.12% | 0.17% |
| Alpha | 6.45% | 8.99% |
Fund Managers
| 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 |
| Funds Managed | 10 | 3 |
| LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Equity Hybrid Fund-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 124.39 | 31.3 |
| Large Cap | 42.4 | 45.7 |
| Small Cap | 16.5 | 10.36 |
| Mid Cap | 16.75 | 12.5 |
Sector Allocation
| Scheme Name |
LIC MF Equity Hybrid Fund-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 124.39 | 28.16 |
| Petroleum Products | 2.44 | 3.64 |
| IT - Software | 7.2 | 7.17 |
| Food Products | 2.79 | - |
| Pharmaceuticals & Biotechnology | 3.77 | 4.99 |
| Construction | 2.84 | 3.34 |
| Finance | 5.16 | 2.64 |
| Electrical Equipment | 3.43 | - |
| Diversified FMCG | 3.46 | 2.92 |
| Banks | 12.85 | 15.49 |
| Cement & Cement Products | 2.2 | 0.96 |
| Healthcare Services | 2.97 | - |
| Automobiles | 3.41 | 5.01 |
| Beverages | 1.97 | - |
| Power | 0.98 | 1.59 |
| Aerospace & Defense | 1.62 | - |
| Leisure Services | 0.8 | 0.67 |
| Telecom - Services | 1.17 | 3.18 |
| Chemicals & Petrochemicals | 1.95 | 0.86 |
| Industrial Products | 4.01 | 0.34 |
| Capital Markets | 1.27 | 1.44 |
| Auto Components | 2.41 | - |
| Realty | 0.66 | 2.16 |
| Industrial Manufacturing | 1.59 | - |
| Retailing | 2.47 | 0.45 |
| Entertainment | 0.84 | 0.42 |
| Financial Technology (Fintech) | 1.39 | - |
| Transport Services | - | 2.48 |
| Textiles & Apparels | - | 1.53 |
| Insurance | - | 1.81 |
| - | - | 0.8 |
| Diversified Metals | - | 2.06 |
| Oil | - | 0.9 |
| Personal Products | - | 1.04 |
| Consumer Durables | - | 0.54 |
| Other Consumer Services | - | 0.8 |
| Gas | - | 0.22 |
| Diversified | - | 0.42 |
| Consumable Fuels | - | 0.7 |
| Fertilizers & Agrochemicals | - | 0.37 |
| Paper, Forest & Jute Products | - | 0.76 |
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