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) | ₹3377 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 | 0.51% | 1.01% | 1.01% |
| 6 Month | 1.59% | 2.64% | 2.64% |
| 1 Year | 4.51% | 4.66% | 4.66% |
| 3 Year | 10.12% | 6.72% | 6.72% |
| 5 Year | 10.87% | 6.16% | 6.16% |
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 | 1.14% | 1.37% | 1.37% |
| 1 Year | 5.84% | 5.52% | 5.52% |
| 3 Year | 8.65% | 6.67% | 6.67% |
| 5 Year | 9.33% | 6.18% | 6.18% |
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 | 3.91% | 3.48% | 3.48% |
| Sharp | 0.86% | 0.19% | 0.19% |
| Beta | 1.25% | 0.1% | 0.1% |
| Alpha | 0.30% | 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 | 80.11 | 83.25 | 83.25 |
| Large Cap | 17.41 | 15.08 | 15.08 |
| Small Cap | 1.07 | - | - |
| Mid Cap | 1.41 | 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 | 79.39 | 80.99 | 80.99 |
| Energy | 2.24 | 3.05 | 3.05 |
| Technology | 1.84 | 2.68 | 2.68 |
| Industrials | 1.55 | - | - |
| Financial Services | 8.32 | 8.92 | 8.92 |
| Real Estate | 0.63 | - | - |
| Healthcare | 1.74 | - | - |
| Consumer Cyclical | 1.14 | 2.75 | 2.75 |
| Communication Services | 1.02 | - | - |
| Consumer Defensive | 0.59 | 1.6 | 1.6 |
| Utilities | 1.34 | - | - |
| Basic Materials | 0.19 | - | - |
Top Comparisons
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns22.85%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns18.21%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.45%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.59%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.75%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns16.97%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.29%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%