LIC MF Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon LIC MF Equity Hybrid Fund-Growth

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹544 Cr ₹5852 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 31 Mar 1991 20 Mar 1995
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 2.47 1.9
Manager Pratik Harish Shroff V Srivatsa
ISIN Code INF767K01030 INF789F01323
Exits Load Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Trailing Lumpsum Returns

Scheme Name LIC MF Equity Hybrid Fund-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 5.26% 5.65%
6 Month 15.55% 18.21%
1 Year 30.72% 35.18%
3 Year 12.83% 18.56%
5 Year 15.05% 20.83%

SIP Return Analysis

Scheme Name LIC MF Equity Hybrid Fund-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 13.51% 14.27%
3 Year 27.24% 35.19%
5 Year 43.87% 67.97%

Rolling Lumpsum Returns

Scheme Name LIC MF Equity Hybrid Fund-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 13.59% 20.56%
3 Year 33.69% 52.22%
5 Year 48.61% 73.96%

Risk Management

Scheme Name LIC MF Equity Hybrid Fund-Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 8.96% 9.01%
Sharp 0.75% 1.24%
Beta 0.95% 0.98%
Alpha 0.83% 5.52%

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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
Fund Manage 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

Large Cap 48.98 42.71
Others 25.24 31.49
Small Cap 14.86 9.04
Mid Cap 10.95 16.75

Sector Allocation

Scheme Name

LIC MF Equity Hybrid Fund-Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Financial 21.67 31.85
Energy 5.42 8.39
Others 12.51 2.96
Services 6.57 3.35
Consumer Staples 6.47 4.83
Capital Goods 9.19 0.46
Technology 6.61 5.79
Construction 4.11 4.06
Sovereign 8.86 16.5
Automobile 9.04 5.86
Communication 1.59 2.94
Healthcare 3.74 5.24
Metals & Mining 1.47 2.71
Consumer Discretionary 1.16 0.71
Diversified 0.95 -
Materials 0.67 0.62
Textiles - 1.9
Chemicals - 1.37
Insurance - 0.45

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