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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) ₹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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