LIC MF CONSERVATIVE HYBRID FUND vs Nippon India Hybrid Bond Fund compare
Nippon India Conservative Hybrid Fund - Regular - Growth
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Fund | Nippon India Conservative Hybrid Fund - Regular - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹900 Cr | ₹49 Cr | ₹49 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 29 Dec 2003 | 02 Jun 2003 | 02 Jun 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 21% | % | 51% |
| Expense Ratio | 1.9 | 2.25 | 2.25 |
| Manager | Sushil Budhia | Pratik Harish Shroff | Pratik Harish Shroff |
| ISIN Code | INF204K01FD1 | INF767K01808 | INF767K01808 |
| Exits Load | Nippon India Hybrid Bond 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 | Nippon India Conservative Hybrid Fund - Regular - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 1.09% | 1.1% | 1.1% |
| 6 Month | 4.86% | 2.46% | 2.46% |
| 1 Year | 8.98% | 4.78% | 4.78% |
| 3 Year | 9.12% | 6.58% | 6.58% |
| 5 Year | 8.94% | 6.31% | 6.31% |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 1.32% | 0.07% | 0.07% |
| 1 Year | 7.91% | 2.95% | 2.95% |
| 3 Year | 8.38% | 5.81% | 5.81% |
| 5 Year | 8.23% | 5.67% | 5.67% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 8.62% | 7.45% | 7.45% |
| 3 Year | 9% | 6.81% | 6.81% |
| 5 Year | 10.06% | 6.76% | 6.76% |
Risk Management
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 1.92% | 3.38% | 3.38% |
| Sharp | 1.18% | -0.02% | -0.02% |
| Beta | 0.54% | 1.02% | 1.02% |
| Alpha | 0.94% | -2.57% | -2.57% |
Fund Managers
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Name | Sushil Budhia | Pratik Harish Shroff | Pratik Harish Shroff |
| Total AUM | ₹29447 Cr | ₹2586 Cr | ₹2586 Cr |
| Funds Managed | 11 | 10 | 10 |
| Nippon India Conservative Hybrid Fund - Regular - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 87.95 | 83.89 | 83.89 |
| Large Cap | 11.03 | 14.57 | 14.57 |
| Mid Cap | 1.03 | 1.54 | 1.54 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 83.05 | 82.03 | 82.03 |
| Energy | 1.16 | 2.82 | 2.82 |
| Technology | 1.19 | 2.62 | 2.62 |
| Industrials | 1.61 | - | - |
| Basic Materials | 0.91 | - | - |
| Consumer Defensive | 0.88 | 1.64 | 1.64 |
| Financial Services | 4.86 | 8.29 | 8.29 |
| Healthcare | 0.58 | - | - |
| Consumer Cyclical | 1.51 | 2.6 | 2.6 |
| Real Estate | 3.36 | - | - |
| Communication Services | 0.55 | - | - |
| Utilities | 0.35 | - | - |
Top Comparisons
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns13.52%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns10.92%
DSP Global Innovation Overseas Equity Omni FOF - Regular - Growth
3Y Returns33.22%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns23.7%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.33%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.4%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns15.02%
Quant Multi Asset Allocation Fund-Growth
3Y Returns20.6%