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) | ₹538 Cr | ₹6718 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹200 | ₹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 | 1.21% | 1.31% |
| 6 Month | 1.94% | 3.3% |
| 1 Year | 5.16% | 5.68% |
| 3 Year | 14.06% | 16.95% |
| 5 Year | 10.91% | 17.13% |
SIP Return Analysis
| Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.69% | 4.06% |
| 1 Year | 13.21% | 13.64% |
| 3 Year | 12.13% | 14.13% |
| 5 Year | 11.55% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.46% | 13.57% |
| 3 Year | 10.2% | 13.37% |
| 5 Year | 9.99% | 12.21% |
Risk Management
| Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.96% | 9.01% |
| Sharp | 0.68% | 1.04% |
| Beta | 1.14% | 1.11% |
| Alpha | 0.49% | 3.43% |
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 | 125 | 30.26 |
| Large Cap | 45.09 | 46.19 |
| Small Cap | 14.32 | 10.34 |
| Mid Cap | 15.59 | 13.05 |
Sector Allocation
| Scheme Name |
LIC MF Equity Hybrid Fund-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 125 | 26.89 |
| Petroleum Products | 2.27 | 4.39 |
| IT - Software | 7.69 | 8.04 |
| Food Products | 2.55 | - |
| Pharmaceuticals & Biotechnology | 3.97 | 4.25 |
| Construction | 2.57 | 3.75 |
| Finance | 4.74 | 3.1 |
| Electrical Equipment | 2.15 | - |
| Diversified FMCG | 3.33 | 2.95 |
| Banks | 15.23 | 14.42 |
| Cement & Cement Products | 2.06 | 0.91 |
| Healthcare Services | 2.99 | - |
| Consumer Durables | 1.32 | 0.53 |
| Automobiles | 3.37 | 5.07 |
| Agricultural, Commercial & Construction Vehicles | 1.21 | - |
| Beverages | 1.78 | - |
| Power | 0.95 | 1.46 |
| Aerospace & Defense | 1.3 | - |
| Telecom - Services | 1.87 | 3.46 |
| Leisure Services | 0.71 | 0.57 |
| Chemicals & Petrochemicals | 1.76 | 0.89 |
| Capital Markets | 0.85 | 1.35 |
| Auto Components | 2.18 | - |
| Realty | 0.71 | 1.93 |
| Industrial Manufacturing | 1.23 | - |
| Retailing | 2.24 | 0.42 |
| Industrial Products | 2.54 | 0.28 |
| Financial Technology (Fintech) | 1.43 | - |
| Transport Services | - | 2.53 |
| Textiles & Apparels | - | 1.49 |
| Insurance | - | 1.92 |
| Transport Infrastructure | - | 0.53 |
| - | - | 0.78 |
| Diversified Metals | - | 2.09 |
| Personal Products | - | 1.15 |
| Oil | - | 0.6 |
| Other Consumer Services | - | 0.97 |
| Gas | - | 0.47 |
| Diversified | - | 0.43 |
| Consumable Fuels | - | 0.7 |
| Fertilizers & Agrochemicals | - | 0.4 |
| Entertainment | - | 0.45 |
| Paper, Forest & Jute Products | - | 0.67 |
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