Axis Regular Saver Fund vs LIC MF CONSERVATIVE HYBRID FUND compare
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹49 Cr | ₹49 Cr | ₹235 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹500 |
| Min SIP Invesment | ₹200 | ₹200 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 | ₹100 |
| Launch Date | 02 Jun 2003 | 02 Jun 2003 | 16 Jul 2010 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | % | 51% | 64.15% |
| Expense Ratio | 2.25 | 2.25 | 2.2 |
| Manager | Pratik Harish Shroff | Pratik Harish Shroff | Devang Shah |
| ISIN Code | INF767K01808 | INF767K01808 | INF846K01693 |
| Exits Load | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -0.25% | -0.25% | -0.56% |
| 6 Month | 1.7% | 1.7% | 0.91% |
| 1 Year | 4.76% | 4.76% | 5.6% |
| 3 Year | 6.82% | 6.82% | 7.54% |
| 5 Year | 5.82% | 5.82% | 6.75% |
SIP Return Analysis
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.43% | 1.43% | 1.15% |
| 1 Year | 5.31% | 5.31% | 4.74% |
| 3 Year | 6.29% | 6.29% | 6.7% |
| 5 Year | 6.05% | 6.05% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 7.36% | 7.36% | 7.29% |
| 3 Year | 6.79% | 6.79% | 7.33% |
| 5 Year | 6.73% | 6.73% | 7.81% |
Risk Management
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 3.48% | 3.48% | 3.83% |
| Sharp | 0.33% | 0.33% | 0.47% |
| Beta | 0.71% | 0.71% | 0.53% |
| Alpha | -1.58% | -1.58% | -1.11% |
Fund Managers
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Pratik Harish Shroff | Pratik Harish Shroff | Devang Shah |
| Total AUM | ₹2586 Cr | ₹2586 Cr | ₹60014 Cr |
| Funds Managed | 10 | 10 | 15 |
| LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 83.53 | 83.53 | 78.93 |
| Large Cap | 14.81 | 14.81 | 20.08 |
| Mid Cap | 1.66 | 1.66 | 0.98 |
Sector Allocation
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 82.29 | 82.29 | 78.63 |
| Energy | 2.88 | 2.88 | 2.58 |
| Technology | 2.55 | 2.55 | 2.84 |
| Consumer Defensive | 1.34 | 1.34 | 1.2 |
| Financial Services | 8.26 | 8.26 | 7.87 |
| Consumer Cyclical | 2.68 | 2.68 | 1.34 |
| Industrials | - | - | 1.31 |
| Healthcare | - | - | 2.03 |
| Communication Services | - | - | 0.93 |
| Basic Materials | - | - | 0.41 |
| Utilities | - | - | 0.86 |
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