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) | ₹3348 Cr | ₹49 Cr | ₹49 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 | 1.21% | 0.91% | 0.91% |
| 6 Month | 2.59% | 2.77% | 2.77% |
| 1 Year | 4.74% | 4.17% | 4.17% |
| 3 Year | 10.72% | 6.79% | 6.79% |
| 5 Year | 11.27% | 6.25% | 6.25% |
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 | 1.12% | 0.69% | 0.69% |
| 1 Year | 6.26% | 4.64% | 4.64% |
| 3 Year | 9% | 6.46% | 6.46% |
| 5 Year | 9.55% | 6.07% | 6.07% |
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 | 9.88% | 7.45% | 7.45% |
| 3 Year | 10.47% | 6.81% | 6.81% |
| 5 Year | 10.18% | 6.76% | 6.76% |
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 | 3.95% | 3.48% | 3.48% |
| Sharp | 0.90% | 0.19% | 0.19% |
| Beta | 1.26% | 0.1% | 0.1% |
| Alpha | 0.62% | 0.27% | 0.27% |
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 | 80.54 | 83.89 | 83.89 |
| Large Cap | 17.01 | 14.57 | 14.57 |
| Small Cap | 1.06 | - | - |
| Mid Cap | 1.39 | 1.54 | 1.54 |
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 | 79.81 | 82.03 | 82.03 |
| Energy | 2.24 | 2.82 | 2.82 |
| Technology | 1.72 | 2.62 | 2.62 |
| Industrials | 1.52 | - | - |
| Financial Services | 8.14 | 8.29 | 8.29 |
| Real Estate | 0.63 | - | - |
| Healthcare | 1.7 | - | - |
| Consumer Cyclical | 1.13 | 2.6 | 2.6 |
| Communication Services | 0.99 | - | - |
| Consumer Defensive | 0.6 | 1.64 | 1.64 |
| Utilities | 1.34 | - | - |
| Basic Materials | 0.18 | - | - |
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