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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) ₹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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