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 | ₹271 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹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 | 1.54% | 1.54% | 1% |
| 6 Month | 2.46% | 2.46% | 1.83% |
| 1 Year | 4.78% | 4.78% | 5.77% |
| 3 Year | 6.58% | 6.58% | 7.31% |
| 5 Year | 6.31% | 6.31% | 7.67% |
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 | 0.01% | 0.01% | 0.11% |
| 1 Year | 2.88% | 2.88% | 4.12% |
| 3 Year | 5.76% | 5.76% | 6.64% |
| 5 Year | 5.65% | 5.65% | 6.41% |
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 | 7.45% | 7.45% | 7.37% |
| 3 Year | 6.81% | 6.81% | 7.33% |
| 5 Year | 6.76% | 6.76% | 7.97% |
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% | 3.58% |
| Sharp | 0.19% | 0.19% | 0.12% |
| Beta | 0.1% | 0.1% | 1.16% |
| Alpha | 0.27% | 0.27% | -2.21% |
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 | 83.89 | 83.89 | 81.58 |
| Large Cap | 14.57 | 14.57 | 17.15 |
| Mid Cap | 1.54 | 1.54 | 0.81 |
| Small Cap | - | - | 0.46 |
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 | 82.03 | 82.03 | 81.14 |
| Energy | 2.82 | 2.82 | 1.95 |
| Technology | 2.62 | 2.62 | 2.03 |
| Consumer Defensive | 1.64 | 1.64 | 0.84 |
| Financial Services | 8.29 | 8.29 | 7.9 |
| Consumer Cyclical | 2.6 | 2.6 | 1.19 |
| Industrials | - | - | 1.02 |
| Healthcare | - | - | 1.44 |
| Basic Materials | - | - | 0.92 |
| Communication Services | - | - | 0.79 |
| Utilities | - | - | 0.77 |
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