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) | ₹530 Cr | ₹6254 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 | 1.98% | 2.77% |
6 Month | 3.23% | 3.32% |
1 Year | 4.46% | 6.61% |
3 Year | 16.43% | 20.21% |
5 Year | 14.67% | 21.69% |
SIP Return Analysis
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 9.22% | 7.25% |
1 Year | 12.41% | 10.65% |
3 Year | 15.23% | 17.83% |
5 Year | 13.28% | 17.77% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 10.88% | 13.56% |
3 Year | 9.52% | 12.62% |
5 Year | 9.64% | 11.76% |
Risk Management
Scheme Name | LIC MF Equity Hybrid Fund-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.60% | 9.80% |
Sharp | 0.93% | 1.30% |
Beta | 1.07% | 1.02% |
Alpha | -0.23% | 3.20% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 25.48 | 31.42 |
Large Cap | 39.48 | 44.24 |
Small Cap | 18.7 | 10.93 |
Mid Cap | 16.32 | 13.25 |
Sector Allocation
Scheme Name |
LIC MF Equity Hybrid Fund-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 25.48 | 31.42 |
Petroleum Products | 2.5 | 3.24 |
IT - Software | 8.04 | 6.34 |
Food Products | 2.99 | - |
Construction | 2.71 | 2.01 |
Finance | 4.76 | 2.72 |
Banks | 14.46 | 16.49 |
Electrical Equipment | 3.4 | - |
Diversified FMCG | 1.7 | 2.78 |
Cement & Cement Products | 2.43 | 0.33 |
Healthcare Services | 2.08 | - |
Pharmaceuticals & Biotechnology | 3.12 | 4.26 |
Automobiles | 2.35 | 3.76 |
Beverages | 1.01 | - |
Power | 0.97 | 1.59 |
Cigarettes & Tobacco Products | 1.18 | - |
Aerospace & Defense | 1.81 | - |
Capital Markets | 1.09 | 1.58 |
Industrial Products | 5.44 | 0.31 |
Telecom - Services | 1.14 | 4.02 |
Chemicals & Petrochemicals | 2.35 | 0.8 |
Auto Components | 2.92 | 0.64 |
Realty | 0.63 | 0.78 |
Industrial Manufacturing | 1.71 | - |
Retailing | 2.66 | 0.46 |
Entertainment | 1.05 | 0.44 |
Transport Services | - | 2.72 |
Textiles & Apparels | - | 1.57 |
Insurance | - | 2 |
Fertilizers & Agrochemicals | - | 0.74 |
Diversified Metals | - | 1.96 |
Oil | - | 2.22 |
Personal Products | - | 1.15 |
Consumer Durables | - | 0.66 |
Other Consumer Services | - | 0.63 |
Minerals & Mining | - | 0.76 |
Paper, Forest & Jute Products | - | 0.76 |
Leisure Services | - | 0.7 |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns6.9%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.85%
ICICI Prudential Silver ETF Fund of Fund - Growth
3Y Returns20.64%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns16.2%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns16.83%
ITI Multi Cap Fund Regular - Growth
3Y Returns25.27%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns23.23%