HDFC Hybrid Debt Fund vs LIC MF CONSERVATIVE HYBRID FUND compare
HDFC Hybrid Debt Fund - Growth Plan
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Fund | HDFC Hybrid Debt Fund - Growth Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3373 Cr | ₹49 Cr | ₹49 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 26 Dec 2003 | 02 Jun 2003 | 02 Jun 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 11.39% | % | 51% |
| Expense Ratio | 1.77 | 2.25 | 2.25 |
| Manager | Dhruv Muchhal | Pratik Harish Shroff | Pratik Harish Shroff |
| ISIN Code | INF179K01AE4 | INF767K01808 | INF767K01808 |
| Exits Load | HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.08% | 0.24% | 0.24% |
| 6 Month | 1.58% | 1.99% | 1.99% |
| 1 Year | 5.46% | 5.11% | 5.11% |
| 3 Year | 10.13% | 6.94% | 6.94% |
| 5 Year | 9.87% | 5.87% | 5.87% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.72% | 1.37% | 1.37% |
| 1 Year | 4.48% | 5.42% | 5.42% |
| 3 Year | 7.97% | 6.57% | 6.57% |
| 5 Year | 8.95% | 6.19% | 6.19% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 9.7% | 7.4% | 7.4% |
| 3 Year | 10.44% | 6.79% | 6.79% |
| 5 Year | 10.19% | 6.74% | 6.74% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 3.85% | 3.48% | 3.48% |
| Sharp | 0.76% | 0.23% | 0.23% |
| Beta | 1.26% | 0.74% | 0.74% |
| Alpha | 0.30% | -1.99% | -1.99% |
Fund Managers
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Name | Dhruv Muchhal | Pratik Harish Shroff | Pratik Harish Shroff |
| Total AUM | ₹520687 Cr | ₹2586 Cr | ₹2586 Cr |
| Funds Managed | 40 | 10 | 10 |
| HDFC Hybrid Debt Fund - Growth Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 79.48 | 84.45 | 84.45 |
| Large Cap | 18.06 | 13.93 | 13.93 |
| Small Cap | 1.02 | - | - |
| Mid Cap | 1.44 | 1.62 | 1.62 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 78.75 | 82.17 | 82.17 |
| Energy | 2.39 | 2.87 | 2.87 |
| Technology | 1.97 | 2.51 | 2.51 |
| Industrials | 1.61 | - | - |
| Financial Services | 8.63 | 8.38 | 8.38 |
| Real Estate | 0.63 | - | - |
| Healthcare | 1.84 | - | - |
| Consumer Cyclical | 1.17 | 2.65 | 2.65 |
| Communication Services | 0.99 | - | - |
| Consumer Defensive | 0.6 | 1.43 | 1.43 |
| Utilities | 1.25 | - | - |
| Basic Materials | 0.17 | - | - |
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