Lic Mf Equity Hybrid Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
LIC MF Equity Hybrid Fund-Regular Plan-IDCW 29/Sep/2023 14.1444
-0.0224
-0.1581%
LIC MF Equity Hybrid Fund-Direct Plan-IDCW 29/Sep/2023 16.4791
-0.0252
-0.1527%
LIC MF Equity Hybrid Fund-Regular Plan-Growth 29/Sep/2023 150.0095
-0.2374
-0.1580%
LIC MF Equity Hybrid Fund-Direct Plan-Growth 29/Sep/2023 167.0266
-0.2545
-0.1521%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Lic Mf Equity Hybrid Fund Analysis

Bmsmoney Aggressive Hybrid Fund Category Rank: 23

Lic Mf Equity Hybrid Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.58
1.41
No
No
Yes
25/26 -0.69 / 3.32
1M Rolling Return %
1.07
1.45
No
No
Yes
24/27 0.66 / 2.63
3M Return %
3.33
5.16
No
No
Yes
23/26 0.94 / 11.76
3M Rolling Return %
2.62
3.68
No
No
Yes
25/27 1.70 / 5.51
6M Return %
13.90
15.75
No
No
Yes
20/26 10.10 / 24.23
6M Rolling Return %
4.84
5.76
No
No
Yes
21/27 3.15 / 8.12
1Y Return %
12.91
16.66
No
No
Yes
23/26 9.06 / 30.15
1Y Rolling Return %
5.23
9.15
No
No
Yes
24/25 4.76 / 17.63
3Y Return %
13.66
19.46
No
No
Yes
24/24 13.66 / 30.89
3Y Rolling Return %
10.18
14.53
No
No
Yes
22/23 8.35 / 28.90
5Y Return %
9.64
12.45
No
No
Yes
19/22 8.33 / 20.28
Standard Deviation
10.36
11.24
Yes
Yes
No
7/25 9.68 / 16.69
Semi Deviation
6.97
7.53
Yes
Yes
No
7/25 6.69 / 9.47
Max Drawdown
-10.47
-9.35
No
No
No
18/25 -14.96 / -5.01
VaR 1 Y
-10.68
-10.42
No
No
No
16/25 -13.27 / -8.42
Average Drawdown
-3.79
-3.97
Yes
No
No
12/25 -6.40 / -2.57
Sharpe Ratio
0.61
1.11
No
No
Yes
25/25 0.61 / 1.75
Sterling Ratio
0.68
1.09
No
No
Yes
25/25 0.68 / 1.89
Sortino Ratio
0.33
0.66
No
No
Yes
25/25 0.33 / 1.10
Jensen Alpha
-2.91
1.98
No
No
Yes
19/20 -3.70 / 10.26
Treynor Ratio
0.07
0.12
No
No
Yes
20/20 0.07 / 0.20
Modigliani Square measure
13.16
17.96
No
No
Yes
20/20 13.16 / 24.21
Active Return
-3.60
1.20
No
No
Yes
19/20 -3.77 / 15.82
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Sept. 29, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2023 KPIs: Key Performance Indicators

Lic Mf Equity Hybrid Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Lic Mf Equity Hybrid Fund

Top Performing Funds in Aggressive Hybrid Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Edelweiss Aggressive Hybrid Fund

1 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 21 <sup>st</sup> KPIs that are in top quartile. The fund has 91% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section. 21.29% 22.18% -6.93% -9.48% 1.40 0.90 0.42

Kotak Equity Hybrid Fund

5 The Kotak Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 53% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Kotak Equity Hybrid Fund performance snapshot section. 16.22% 21.56% -6.42% -8.94% 1.55 0.98 0.40

Nippon India Equity Hybrid Fund

3 The Nippon India Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Equity Hybrid Fund performance snapshot section. 21.02% 22.76% -6.97% -10.21% 1.31 0.79 0.39

Tata Hybrid Equity Fund

4 The Tata Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Tata Hybrid Equity Fund performance snapshot section. 14.36% 19.21% -6.39% -8.69% 1.14 0.70 0.41

Uti Hybrid Equity Fund

2 The Uti Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Uti Hybrid Equity Fund performance snapshot section. 21.18% 23.18% -7.25% -9.59% 1.43 0.88 0.41

Lic Mf Equity Hybrid Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.67
1.52
No
No
Yes
25/26 -0.57 / 3.37
1M Rolling Return %
1.16
1.55
No
No
Yes
24/27 0.71 / 2.74
3M Return %
3.61
5.49
No
No
Yes
23/26 1.35 / 12.11
3M Rolling Return %
2.89
3.99
No
No
Yes
26/27 1.98 / 5.78
6M Return %
14.51
16.44
No
No
Yes
21/26 10.98 / 24.93
6M Rolling Return %
5.41
6.40
No
No
Yes
21/27 3.76 / 9.17
1Y Return %
14.11
18.07
No
No
Yes
23/26 10.38 / 31.65
1Y Rolling Return %
6.52
10.47
No
No
Yes
24/25 6.11 / 18.30
3Y Return %
14.96
20.89
No
No
Yes
24/24 14.96 / 31.58
3Y Rolling Return %
11.47
15.82
No
No
Yes
22/23 9.21 / 29.93
5Y Return %
10.84
13.75
No
No
Yes
20/22 9.19 / 21.56
Standard Deviation
10.36
11.24
Yes
Yes
No
7/25 9.68 / 16.69
Semi Deviation
6.97
7.53
Yes
Yes
No
7/25 6.69 / 9.47
Max Drawdown
-10.47
-9.35
No
No
No
18/25 -14.96 / -5.01
VaR 1 Y
-10.68
-10.42
No
No
No
16/25 -13.27 / -8.42
Average Drawdown
-3.79
-3.97
Yes
No
No
12/25 -6.40 / -2.57
Sharpe Ratio
0.61
1.11
No
No
Yes
25/25 0.61 / 1.75
Sterling Ratio
0.68
1.09
No
No
Yes
25/25 0.68 / 1.89
Sortino Ratio
0.33
0.66
No
No
Yes
25/25 0.33 / 1.10
Jensen Alpha
-2.91
1.98
No
No
Yes
19/20 -3.70 / 10.26
Treynor Ratio
0.07
0.12
No
No
Yes
20/20 0.07 / 0.20
Modigliani Square measure
13.16
17.96
No
No
Yes
20/20 13.16 / 24.21
Active Return
-3.60
1.20
No
No
Yes
19/20 -3.77 / 15.82
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Sept. 29, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2023 KPIs: Key Performance Indicators

Lic Mf Equity Hybrid Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.58% 0.67%
1M Rolling Return % 1.07% 1.16%
3M Return % 3.33% 3.61%
3M Rolling Return % 2.62% 2.89%
6M Return % 13.90% 14.51%
6M Rolling Return % 4.84% 5.41%
1Y Return % 12.91% 14.11%
1Y Rolling Return % 5.23% 6.52%
3Y Return % 13.66% 14.96%
3Y Rolling Return % 10.18% 11.47%
5Y Return % 9.64% 10.84%
Standard Deviation 10.36% 10.36%
Semi Deviation 6.97% 6.97%
Max Drawdown -10.47% -10.47%
VaR 1 Y -10.68% -10.68%
Average Drawdown -3.79% -3.79%
Sharpe Ratio 0.61% 0.61%
Sterling Ratio 0.68% 0.68%
Sortino Ratio 0.33% 0.33%
Jensen Alpha -2.91% -2.91%
Treynor Ratio 0.07% 0.07%
Modigliani Square measure 13.16% 13.16%
Active Return -3.60% -3.60%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Lic Mf Equity Hybrid Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 7.75% 18.26% 12.96% 0.00%
One Year -45.31% 82.12% 14.58% 13.81%
Three Year -2.98% 41.61% 13.25% 0.50%
Five Year 2.76% 34.29% 13.37% 0.00%
Seven Year 6.56% 23.74% 12.67% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Icici Prudential Equity & Debt Fund

0.48
1
0.71
4
3.32
1
9.24
2
19.66
2
24.40
2
30.89
1
17.25
2

Quant Absolute Fund

0.24
2
0.50
8
1.58
9
4.89
14
14.21
19
9.42
25
26.90
2
20.28
1

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.20
3
0.29
12
1.25
15
6.33
6
17.73
6
18.96
7
21.84
8

Franklin India Equity Hybrid Fund

0.16
4
0.53
7
2.45
3
6.97
3
16.32
10
18.10
9
20.82
10
12.54
12

Jm Equity Hybrid Fund

0.15
5
1.13
1
2.04
5
11.76
1
24.23
1
30.15
1
24.60
3
13.94
5

Edelweiss Aggressive Hybrid Fund

0.13
6
0.54
6
2.46
2
6.18
7
17.33
7
21.29
3
22.18
7
13.89
6

Uti Hybrid Equity Fund

0.13
7
0.19
16
1.61
7
6.54
4
18.35
4
21.18
4
23.18
4
12.94
9

Nippon India Equity Hybrid Fund

0.06
8
0.38
9
1.85
6
5.85
8
18.02
5
21.02
5
22.76
5
8.33
22

Invesco India Equity & Bond Fund

0.06
9
0.15
17
1.17
17
4.69
17
15.51
14
14.90
16
14.43
20
10.24
18

Hdfc Hybrid Equity Fund

0.04
10
0.02
22
1.15
18
3.58
21
13.40
23
18.82
8
22.25
6
13.66
7

Idfc Hybrid Equity Fund

0.03
11
0.06
20
0.96
22
4.82
16
16.00
12
15.07
15
18.76
12
11.58
14

Union Hybrid Equity Fund

0.00
12
0.57
5
1.59
8
5.22
10
16.82
8
15.10
14

Mirae Asset Hybrid Equity Fund

-0.01
13
0.02
23
1.07
20
4.60
18
15.69
13
16.03
13
17.83
14
12.73
10

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.02
14
0.26
14
1.22
16
4.85
15
16.48
9
14.54
18
17.77
15
10.24
17

Kotak Equity Hybrid Fund

-0.02
15
0.05
21
0.84
24
5.46
9
14.99
16
16.22
12
21.56
9
15.01
3

Indiabulls Equity Hybrid Fund

-0.07
16
0.27
13
1.41
10
3.02
24
11.09
25
14.16
21
16.12
19

Shriram Hybrid Equity Fund

-0.08
17
0.89
2
2.35
4
5.04
13
13.53
22
13.29
22
14.25
23
9.36
20

Dsp Equity & Bond Fund

-0.09
18
0.88
3
1.41
11
6.41
5
19.43
3
19.09
6
18.63
13
14.01
4

Baroda Bnp Paribas Aggressive Hybrid Fund

-0.11
19
0.33
11
1.40
12
5.15
12
15.15
15
17.13
10

Axis Equity Hybrid Fund

-0.12
20
0.37
10
0.94
23
2.54
25
13.83
21
9.06
26
14.31
21
10.96
16

Sbi Equity Hybrid Fund

-0.15
21
0.09
19
1.34
13
4.39
19
14.84
17
11.85
24
17.59
16
12.62
11

Pgim India Hybrid Equity Fund

-0.16
22
-0.02
25
-0.69
26
0.94
26
10.10
26
14.35
20
14.27
22
8.93
21

Lic Mf Equity Hybrid Fund

-0.16
23
0.24
15
0.58
25
3.33
23
13.90
20
12.91
23
13.66
24
9.64
19

Canara Robeco Equity Hybrid Fund

-0.21
24
0.12
18
1.11
19
3.83
20
14.27
18
14.68
17
16.66
17
13.16
8

Tata Hybrid Equity Fund

-0.23
25
0.02
24
1.31
14
3.47
22
12.47
24
14.36
19
19.21
11
11.58
13

Navi Equity Hybrid Fund

-0.26
26
-0.08
26
0.96
21
5.16
11
16.02
11
17.12
11
16.50
18
10.99
15

Idbi Hybrid Equity Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Icici Prudential Equity & Debt Fund

0.49
1
0.72
4
3.37
1
9.39
2
19.99
3
25.11
2
31.58
1
17.93
2

Quant Absolute Fund

0.25
2
0.52
8
1.69
7
5.26
14
15.05
18
11.09
25
28.14
2
21.56
1

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.21
3
0.33
12
1.39
15
6.79
4
18.73
4
21.14
6
24.18
5

Franklin India Equity Hybrid Fund

0.17
4
0.55
7
2.55
3
7.29
3
17.03
10
19.41
9
22.07
10
13.72
10

Jm Equity Hybrid Fund

0.16
5
1.16
1
2.16
5
12.11
1
24.93
1
31.65
1
25.76
3
15.08
6

Edelweiss Aggressive Hybrid Fund

0.15
6
0.58
5
2.59
2
6.66
7
18.40
7
23.62
3
24.50
4
15.86
4

Uti Hybrid Equity Fund

0.13
7
0.20
16
1.66
9
6.71
5
18.72
5
21.94
5
23.96
6
13.69
11

Nippon India Equity Hybrid Fund

0.07
8
0.40
10
1.92
6
6.06
8
18.48
6
21.96
4
23.72
7
9.19
22

Invesco India Equity & Bond Fund

0.06
9
0.18
17
1.31
16
5.11
16
16.45
14
16.80
14
16.32
20
11.97
17

Hdfc Hybrid Equity Fund

0.05
10
0.03
24
1.20
19
3.74
21
13.76
23
19.59
8
23.03
9
14.41
9

Idfc Hybrid Equity Fund

0.04
11
0.08
20
1.07
23
5.16
15
16.75
12
16.54
15
20.29
12
13.05
13

Union Hybrid Equity Fund

0.00
12
0.55
6
1.68
8
5.44
13
17.35
8
16.23
17

Mirae Asset Hybrid Equity Fund

-0.00
13
0.04
22
1.19
20
4.95
18
16.48
13
17.63
13
19.50
14
14.42
8

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.01
14
0.28
14
1.29
17
5.06
17
16.94
11
15.44
20
18.70
15
11.11
18

Kotak Equity Hybrid Fund

-0.01
15
0.07
21
0.96
24
5.83
9
15.79
16
17.85
12
23.25
8
16.54
3

Axis Equity Hybrid Fund

-0.06
16
0.46
9
1.11
22
2.91
25
14.53
20
10.38
26
15.82
23
12.53
16

Indiabulls Equity Hybrid Fund

-0.06
17
0.30
13
1.54
11
3.40
24
11.77
25
15.35
21
18.03
19

Shriram Hybrid Equity Fund

-0.07
18
0.92
2
2.49
4
5.48
12
14.47
22
15.08
22
16.01
22
11.04
19

Dsp Equity & Bond Fund

-0.08
19
0.90
3
1.50
12
6.69
6
20.05
2
20.32
7
19.85
13
15.17
5

Baroda Bnp Paribas Aggressive Hybrid Fund

-0.11
20
0.36
11
1.54
10
5.59
11
16.10
15
19.05
11

Sbi Equity Hybrid Fund

-0.14
21
0.10
19
1.40
14
4.57
19
15.25
17
12.62
24
18.41
17
13.39
12

Lic Mf Equity Hybrid Fund

-0.15
22
0.26
15
0.67
25
3.61
23
14.51
21
14.11
23
14.96
24
10.84
20

Pgim India Hybrid Equity Fund

-0.15
23
0.01
25
-0.57
26
1.35
26
10.98
26
16.25
16
16.16
21
10.68
21

Canara Robeco Equity Hybrid Fund

-0.20
24
0.14
18
1.21
18
4.13
20
14.93
19
16.01
18
18.06
18
14.51
7

Tata Hybrid Equity Fund

-0.22
25
0.03
23
1.40
13
3.73
22
13.01
24
15.46
19
20.37
11
12.75
15

Navi Equity Hybrid Fund

-0.25
26
-0.05
26
1.12
21
5.66
10
17.08
9
19.27
10
18.68
16
13.05
14

Idbi Hybrid Equity Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

1.02
25
2.81
24
3.58
26
7.22
18
12.82
16

Axis Equity Hybrid Fund

0.77
26
1.70
27
3.15
27
4.76
25
14.43
13

Franklin India Equity Hybrid Fund

1.88
5
4.70
6
5.91
13
8.29
14
14.53
12

Shriram Hybrid Equity Fund

1.09
23
2.56
26
4.18
23
5.91
22
10.91
19

Canara Robeco Equity Hybrid Fund

1.31
16
3.25
18
5.60
17
8.21
15
15.63
6

Dsp Equity & Bond Fund

1.50
11
3.17
19
6.44
8
6.81
19
15.09
9

Edelweiss Aggressive Hybrid Fund

1.90
4
4.81
4
8.12
1
12.70
3
15.80
4

Essel Equity Hybrid Fund

1.59
9
3.66
13
6.04
12
8.73
12
10.97
18

Hdfc Hybrid Equity Fund

1.37
15
4.71
5
7.35
6
12.20
5
15.74
5

Icici Prudential Equity & Debt Fund

2.01
2
4.96
3
7.48
4
17.63
1
20.31
2

Idbi Hybrid Equity Fund

0.66
27
2.88
23
4.45
22
6.15
21
12.19
17

Idfc Hybrid Equity Fund

1.17
21
3.04
20
5.72
15
9.09
11
14.73
11

Indiabulls Equity Hybrid Fund

1.20
19
3.97
9
4.91
19
7.55
17

Invesco India Equity & Bond Fund

1.26
17
3.47
16
5.66
16
6.26
20
10.90
20

Jm Equity Hybrid Fund

2.63
1
5.51
1
8.10
2
11.07
7
15.07
10

Kotak Equity Hybrid Fund

1.48
13
3.56
15
5.75
14
10.56
9
17.89
3

Mahindra Hybrid Equity Nivesh Yojana

1.77
7
3.69
12
6.11
11
11.44
6

Nippon India Equity Hybrid Fund

1.87
6
5.05
2
7.51
3
10.80
8
8.35
23

Pgim India Hybrid Equity Fund

1.12
22
3.65
14
6.99
7
5.54
23
10.58
21

Quant Absolute Fund

1.38
14
4.52
7
3.70
25
13.84
2
28.90
1

Sbi Equity Hybrid Fund

1.20
18
2.95
22
3.82
24
7.77
16
15.19
8

Tata Hybrid Equity Fund

1.17
20
3.94
10
6.19
10
10.25
10
13.95
15

Uti Hybrid Equity Fund

1.92
3
3.97
8
7.41
5
12.41
4
15.55
7

Lic Mf Equity Hybrid Fund

1.07
24
2.62
25
4.84
21
5.23
24
10.18
22

Mirae Asset Hybrid Equity Fund

1.49
12
3.36
17
5.51
18
8.44
13
14.40
14

Union Hybrid Equity Fund

1.55
10
2.98
21
4.91
20

Baroda Bnp Paribas Aggressive Hybrid Fund

1.65
8
3.89
11
6.19
9
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

1.08
25
3.00
24
3.98
26
8.08
18
13.70
16

Axis Equity Hybrid Fund

0.87
26
1.98
27
3.76
27
6.11
25
16.01
12

Franklin India Equity Hybrid Fund

1.98
5
4.96
5
6.51
14
9.38
15
15.70
14

Shriram Hybrid Equity Fund

1.22
23
2.95
25
4.98
22
7.57
21
12.62
20

Canara Robeco Equity Hybrid Fund

1.40
16
3.57
18
6.24
17
9.50
14
17.01
5

Dsp Equity & Bond Fund

1.58
13
3.45
19
7.01
10
7.92
20
16.25
8

Edelweiss Aggressive Hybrid Fund

2.06
2
5.24
3
9.17
1
14.90
3
17.82
4

Essel Equity Hybrid Fund

1.76
9
4.15
12
6.99
11
10.78
11
13.01
18

Hdfc Hybrid Equity Fund

1.42
15
4.87
7
7.71
7
12.94
6
16.48
6

Icici Prudential Equity & Debt Fund

2.06
3
5.11
4
7.79
5
18.30
1
20.94
2

Idbi Hybrid Equity Fund

0.71
27
3.05
23
4.91
23
7.00
23
13.22
17

Idfc Hybrid Equity Fund

1.28
18
3.38
20
6.39
16
10.51
12
16.23
9

Indiabulls Equity Hybrid Fund

1.27
19
4.27
9
5.41
20
9.21
16

Invesco India Equity & Bond Fund

1.40
17
3.89
16
6.54
13
8.02
19
12.64
19

Jm Equity Hybrid Fund

2.74
1
5.78
1
8.67
2
12.09
8
16.21
10

Kotak Equity Hybrid Fund

1.59
12
3.93
15
6.48
15
12.13
7
19.49
3

Mahindra Hybrid Equity Nivesh Yojana

1.93
7
4.20
10
7.10
8
13.65
4

Nippon India Equity Hybrid Fund

1.94
6
5.26
2
7.92
3
11.65
9
9.21
23

Pgim India Hybrid Equity Fund

1.26
21
4.10
14
7.88
4
7.28
22
12.40
21

Quant Absolute Fund

1.52
14
4.93
6
4.50
24
15.20
2
29.93
1

Sbi Equity Hybrid Fund

1.26
20
3.13
22
4.18
25
8.52
17
15.97
13

Tata Hybrid Equity Fund

1.25
22
4.18
11
6.70
12
11.30
10
15.12
15

Uti Hybrid Equity Fund

1.98
4
4.13
13
7.74
6
13.12
5
16.36
7

Lic Mf Equity Hybrid Fund

1.16
24
2.89
26
5.41
21
6.52
24
11.47
22

Mirae Asset Hybrid Equity Fund

1.62
11
3.73
17
6.23
18
9.99
13
16.13
11

Union Hybrid Equity Fund

1.66
10
3.25
21
5.47
19

Baroda Bnp Paribas Aggressive Hybrid Fund

1.79
8
4.31
8
7.08
9
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-10.10
11
-10.66
19
-4.90
22
11.06
13
7.63
17

Baroda Bnp Paribas Aggressive Hybrid Fund

Canara Robeco Equity Hybrid Fund

-9.06
4
-9.11
13
-3.96
14
10.14
5
6.91
3

Dsp Equity & Bond Fund

-11.09
18
-13.38
23
-5.05
23
11.49
21
7.58
16

Edelweiss Aggressive Hybrid Fund

-9.48
5
-6.93
5
-2.96
5
10.35
6
6.82
2

Navi Equity Hybrid Fund

-11.21
20
-8.83
11
-4.17
16
9.78
2
6.97
6

Franklin India Equity Hybrid Fund

-10.07
10
-9.21
14
-4.47
20
11.19
17
7.37
12

Hdfc Hybrid Equity Fund

-9.92
9
-6.71
4
-2.58
2
11.43
20
7.46
13

Icici Prudential Equity & Debt Fund

-8.42
1
-5.01
1
-2.85
4
13.29
23
8.33
23

Idbi Hybrid Equity Fund

-10.37
14
-11.53
22
-6.40
25
10.12
4
7.12
10

Idfc Hybrid Equity Fund

-11.11
19
-10.80
20
-4.81
21
11.08
15
7.88
20

Indiabulls Equity Hybrid Fund

-12.18
23
-10.35
17
-4.17
15
11.42
19
7.85
19

Invesco India Equity & Bond Fund

-10.71
17
-11.02
21
-3.79
11
9.68
1
6.96
4

Jm Equity Hybrid Fund

-10.38
15
-10.03
15
-4.22
17
16.69
25
8.93
24

Kotak Equity Hybrid Fund

-8.94
3
-6.42
3
-3.25
6
9.95
3
6.69
1

Lic Mf Equity Hybrid Fund

-10.68
16
-10.47
18
-3.79
12
10.36
7
6.97
7

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-11.25
21
-8.95
12
-3.40
7
11.35
18
7.95
21

Mirae Asset Hybrid Equity Fund

-9.84
8
-8.77
10
-3.55
9
10.50
9
7.11
9

Quant Absolute Fund

-13.27
25
-10.04
16
-4.42
19
13.86
24
9.47
25

Nippon India Equity Hybrid Fund

-10.21
12
-6.97
6
-2.57
1
11.14
16
7.50
15

Sbi Equity Hybrid Fund

-9.66
7
-7.92
8
-3.85
13
10.86
11
7.09
8

Shriram Hybrid Equity Fund

-10.26
13
-8.57
9
-3.51
8
10.49
8
6.96
5

Tata Hybrid Equity Fund

-8.69
2
-6.39
2
-2.78
3
11.00
12
7.20
11

Uti Hybrid Equity Fund

-9.59
6
-7.25
7
-3.77
10
11.06
14
7.48
14

Pgim India Hybrid Equity Fund

-12.35
24
-14.96
25
-5.66
24
10.71
10
7.71
18

Axis Equity Hybrid Fund

-11.62
22
-13.58
24
-4.40
18
12.08
22
8.21
22
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

1.07
14
0.58
15
0.95
16
0.44
1.78
10 0.99 8
0.85
12
0.12
10
17.52
10
0.70
8

Baroda Bnp Paribas Aggressive Hybrid Fund

Canara Robeco Equity Hybrid Fund

1.03
15
0.59
14
0.95
15
0.38
0.75
12 0.96 13
0.93
2
0.11
12
17.67
9
0.29
9

Dsp Equity & Bond Fund

0.92
18
0.53
17
0.78
20
0.41
1.03
11 0.95 14
0.82
15
0.11
11
15.76
16
-3.32
18

Edelweiss Aggressive Hybrid Fund

1.40
5
0.90
5
1.33
8
0.42
5.58
4 0.93 16
0.89
9
0.16
4
21.44
3
3.82
4

Navi Equity Hybrid Fund

0.95
16
0.49
18
0.90
17
0.37
-0.59
16 0.97 12
0.90
7
0.10
16
17.08
12
-0.59
11

Franklin India Equity Hybrid Fund

1.14
11
0.68
12
1.08
11
0.43
2.91
7 0.98 10
0.86
11
0.13
8
18.24
8
-0.39
10

Hdfc Hybrid Equity Fund

1.36
6
0.88
6
1.42
5
0.39

Icici Prudential Equity & Debt Fund

1.50
3
1.05
2
1.89
1
0.41
10.07
2 1.01 6
0.63
18
0.20
1
21.06
4
6.31
3

Idbi Hybrid Equity Fund

0.77
22
0.40
22
0.71
22
0.38
-2.31
18 0.97 11
0.93
3
0.08
18
14.92
18
-2.13
15

Idfc Hybrid Equity Fund

1.25
9
0.68
11
1.05
12
0.38

Indiabulls Equity Hybrid Fund

0.90
19
0.49
19
0.88
18
0.41
-0.92
17 1.04 5
0.91
5
0.10
15
15.56
17
-2.03
14

Invesco India Equity & Bond Fund

0.88
21
0.45
21
0.77
21
0.39
-0.38
15 0.91 18
0.81
16
0.09
17
16.34
13
-2.67
16

Jm Equity Hybrid Fund

1.23
10
1.04
3
1.44
3
0.47
3.60
6 1.41 1
0.57
20
0.15
6
17.23
11
11.06
2

Kotak Equity Hybrid Fund

1.55
2
0.98
4
1.43
4
0.40

Lic Mf Equity Hybrid Fund

0.61
25
0.33
25
0.68
25
0.40
-2.91
19 0.92 17
0.83
14
0.07
20
13.16
20
-3.60
19

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

1.27
8
0.71
9
1.18
10
0.36
2.33
8 1.11 3
0.93
4
0.13
9
19.45
7
3.79
5

Mirae Asset Hybrid Equity Fund

1.07
13
0.62
13
1.01
13
0.39

Quant Absolute Fund

1.75
1
1.10
1
1.65
2
0.39
10.26
1 1.26 2
0.57
19
0.19
2
23.54
2
15.82
1

Nippon India Equity Hybrid Fund

1.31
7
0.79
8
1.33
7
0.39
4.53
5 1.00 7
0.84
13
0.15
5
20.04
6
3.73
6

Sbi Equity Hybrid Fund

0.93
17
0.55
16
0.99
14
0.42
-0.07
13 0.98 9
0.93
1
0.10
13
16.15
14
-2.94
17

Shriram Hybrid Equity Fund

0.67
24
0.37
24
0.79
19
0.37

Tata Hybrid Equity Fund

1.14
12
0.70
10
1.25
9
0.41
2.16
9 0.90 20
0.90
6
0.14
7
20.80
5
-1.25
13

Uti Hybrid Equity Fund

1.43
4
0.88
7
1.39
6
0.41
5.62
3 0.90 19
0.87
10
0.18
3
24.21
1
1.84
7

Pgim India Hybrid Equity Fund

0.89
20
0.45
20
0.69
23
0.41
-0.07
14 0.95 15
0.73
17
0.10
14
15.82
15
-0.70
12

Axis Equity Hybrid Fund

0.70
23
0.38
23
0.69
24
0.39
-3.70
20 1.10 4
0.89
8
0.08
19
13.25
19
-3.77
20

Lic Mf Equity Hybrid Fund Additional Return Analysis

Lic Mf Equity Hybrid Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 998.42 1002.37 1005.79 1033.30 1139.03 1129.15 1468.42 1584.38
Direct Plan Value of 1000 Rupee 998.48 1002.58 1006.69 1036.09 1145.11 1141.09 1519.47 1673.18
Fund Information
Fund Launch Date: 01/Jan/1991
Fund Category: Aggressive Hybrid Fund
Investment Objective: An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. However, there is no assurance that the investment objective of the Schemes will be realized.
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments.
Fund Benchmark: Crisil Hybrid 35 + 65 - Aggressive Index
Source: Fund FactSheet


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