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) | ₹508 Cr | ₹5956 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 | 2.48 | 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 | 2.04% | 2.73% |
6 Month | -4.46% | -2.48% |
1 Year | 8.84% | 13.11% |
3 Year | 11.33% | 16.43% |
5 Year | 15.25% | 23.53% |
SIP Return Analysis
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | -0.47% | 0.6% |
1 Year | -3.84% | 0.67% |
3 Year | 11.68% | 16.44% |
5 Year | 11.37% | 17.43% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 11.04% | 13.82% |
3 Year | 9.45% | 12.4% |
5 Year | 9.61% | 11.66% |
Risk Management
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.96% | 9.01% |
Sharp | 0.31% | 0.76% |
Beta | 1.08% | 1.05% |
Alpha | 0.06% | 4.53% |
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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 | 30.63 | 34.57 |
Large Cap | 38.6 | 42.47 |
Small Cap | 19.73 | 9.75 |
Mid Cap | 11.04 | 13.21 |
Sector Allocation
Scheme Name |
LIC MF Equity Hybrid Fund-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 28.04 | 32.58 |
Energy | 3.55 | 3.43 |
Technology | 8.27 | 6.73 |
Consumer Cyclical | 12.53 | 8.28 |
Consumer Defensive | 5.77 | 4.69 |
Healthcare | 5.08 | 4.02 |
Industrials | 13.81 | 4.42 |
Financial Services | 15.08 | 22.79 |
Basic Materials | 4.15 | 6.04 |
Utilities | 0.99 | 1.57 |
Communication Services | 2.15 | 4.5 |
Real Estate | 0.57 | 0.94 |
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