LIC MF CONSERVATIVE HYBRID FUND vs HDFC Hybrid Debt 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) | ₹3388 Cr | ₹51 Cr | ₹51 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
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 | -0.95% | -0.69% | -0.69% |
6 Month | 4.06% | 2.72% | 2.72% |
1 Year | 4.05% | 4.08% | 4.08% |
3 Year | 10.2% | 6.01% | 6.01% |
5 Year | 11% | 6.2% | 6.2% |
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 | 0.66% | 0.58% | 0.58% |
1 Year | 4.32% | 3.22% | 3.22% |
3 Year | 9.12% | 6.39% | 6.39% |
5 Year | 9.65% | 6% | 6% |
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 | 9.97% | 7.47% | 7.47% |
3 Year | 10.49% | 6.84% | 6.84% |
5 Year | 10.16% | 6.77% | 6.77% |
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 | 3.91% | 3.48% | 3.48% |
Sharp | 1.02% | 0.3% | 0.3% |
Beta | 1.22% | 0.02% | 0.02% |
Alpha | 0.82% | 0.88% | 0.88% |
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 | 80.28 | 83.52 | 83.52 |
Large Cap | 17.31 | 14.99 | 14.99 |
Small Cap | 1.07 | 0 | 0 |
Mid Cap | 1.34 | 1.49 | 1.49 |
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 | 79.6 | 81.6 | 81.6 |
Energy | 2.15 | 2.88 | 2.88 |
Technology | 1.78 | 2.75 | 2.75 |
Industrials | 1.52 | - | - |
Financial Services | 8.2 | 8.63 | 8.63 |
Real Estate | 0.58 | - | - |
Healthcare | 1.75 | - | - |
Consumer Cyclical | 1.31 | 2.49 | 2.49 |
Communication Services | 1.01 | - | - |
Consumer Defensive | 0.73 | 1.65 | 1.65 |
Utilities | 1.2 | - | - |
Basic Materials | 0.17 | 0 | 0 |
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