LIC MF CONSERVATIVE HYBRID FUND vs SBI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | 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) | ₹9859 Cr | ₹49 Cr | ₹49 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 23 Mar 2001 | 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 | 252% | % | 51% |
| Expense Ratio | 1.54 | 2.25 | 2.25 |
| Manager | Pradeep Kesavan | Pratik Harish Shroff | Pratik Harish Shroff |
| ISIN Code | INF200K01859 | INF767K01808 | INF767K01808 |
| Exits Load | SBI Conservative Hybrid Fund - Regular Plan - 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 | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 1.28% | 1.1% | 1.1% |
| 6 Month | 4.39% | 2.46% | 2.46% |
| 1 Year | 6.34% | 4.78% | 4.78% |
| 3 Year | 10.13% | 6.58% | 6.58% |
| 5 Year | 11.07% | 6.31% | 6.31% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.81% | 0.07% | 0.07% |
| 1 Year | 6.51% | 2.95% | 2.95% |
| 3 Year | 8.79% | 5.81% | 5.81% |
| 5 Year | 9.19% | 5.67% | 5.67% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 8.45% | 7.45% | 7.45% |
| 3 Year | 8.55% | 6.81% | 6.81% |
| 5 Year | 8.47% | 6.76% | 6.76% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 3.35% | 3.38% | 3.38% |
| Sharp | 0.97% | -0.02% | -0.02% |
| Beta | 1.00% | 1.02% | 1.02% |
| Alpha | 0.78% | -2.57% | -2.57% |
Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Name | Pradeep Kesavan | Pratik Harish Shroff | Pratik Harish Shroff |
| Total AUM | ₹434274 Cr | ₹2586 Cr | ₹2586 Cr |
| Funds Managed | 43 | 10 | 10 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 76.48 | 83.89 | 83.89 |
| Large Cap | 8.96 | 14.57 | 14.57 |
| Small Cap | 10.61 | - | - |
| Mid Cap | 3.95 | 1.54 | 1.54 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 75.63 | 82.03 | 82.03 |
| Energy | 1.52 | 2.82 | 2.82 |
| Consumer Cyclical | 1.73 | 2.6 | 2.6 |
| Basic Materials | 5.63 | - | - |
| Financial Services | 6.78 | 8.29 | 8.29 |
| Industrials | 5.21 | - | - |
| Healthcare | 1.69 | - | - |
| Consumer Defensive | 1.82 | 1.64 | 1.64 |
| Technology | - | 2.62 | 2.62 |
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