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) | ₹3379 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 | 0.73% | 1.13% | 1.13% |
| 6 Month | 1.35% | 2.22% | 2.22% |
| 1 Year | 4.74% | 4.24% | 4.24% |
| 3 Year | 9.73% | 6.52% | 6.52% |
| 5 Year | 10.22% | 6.09% | 6.09% |
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 | 1.61% | 2% | 2% |
| 1 Year | 6.4% | 6.88% | 6.88% |
| 3 Year | 8.54% | 6.99% | 6.99% |
| 5 Year | 9.24% | 6.4% | 6.4% |
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 | 9.72% | 7.4% | 7.4% |
| 3 Year | 10.45% | 6.8% | 6.8% |
| 5 Year | 10.2% | 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% | 3.35% | 3.35% |
| Sharp | 0.76% | -0.05% | -0.05% |
| Beta | 1.26% | 1.02% | 1.02% |
| Alpha | 0.30% | -2.28% | -2.28% |
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 | 79.74 | 181 | 181 |
| Large Cap | 17.73 | 17.32 | 17.32 |
| Small Cap | 1.09 | - | - |
| Mid Cap | 1.44 | 1.68 | 1.68 |
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 | 79.01 | 181 | 181 |
| Energy | 2.37 | - | - |
| Technology | 1.88 | - | - |
| Industrials | 1.62 | - | - |
| Financial Services | 8.41 | - | - |
| Real Estate | 0.63 | - | - |
| Healthcare | 1.74 | - | - |
| Consumer Cyclical | 1.14 | - | - |
| Communication Services | 1.07 | - | - |
| Consumer Defensive | 0.62 | - | - |
| Utilities | 1.33 | - | - |
| Basic Materials | 0.19 | - | - |
| Petroleum Products | - | 3.05 | 3.05 |
| IT - Software | - | 2.68 | 2.68 |
| Diversified FMCG | - | 1.6 | 1.6 |
| Banks | - | 6.67 | 6.67 |
| Automobiles | - | 1.07 | 1.07 |
| Auto Components | - | 1.68 | 1.68 |
| Finance | - | 2.25 | 2.25 |
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