LIC MF CONSERVATIVE HYBRID FUND vs UTI Conservative Hybrid Fund compare
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹49 Cr | ₹49 Cr | ₹1690 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 02 Jun 2003 | 02 Jun 2003 | 16 Dec 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 | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | % | 51% | 32% |
| Expense Ratio | 2.25 | 2.25 | 1.81 |
| Manager | Pratik Harish Shroff | Pratik Harish Shroff | Amit Kumar Premchandani |
| ISIN Code | INF767K01808 | INF767K01808 | INF789F01893 |
| Exits Load | 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 | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.02% | 1.02% | 0.43% |
| 6 Month | 2.6% | 2.6% | 2.5% |
| 1 Year | 4.98% | 4.98% | 5.61% |
| 3 Year | 6.69% | 6.69% | 9.72% |
| 5 Year | 6.17% | 6.17% | 10.12% |
SIP Return Analysis
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.37% | 1.37% | 1.31% |
| 1 Year | 5.52% | 5.52% | 6.86% |
| 3 Year | 6.67% | 6.67% | 9.34% |
| 5 Year | 6.18% | 6.18% | 9.22% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 7.45% | 7.45% | 9.76% |
| 3 Year | 6.81% | 6.81% | 9.39% |
| 5 Year | 6.76% | 6.76% | 9.45% |
Risk Management
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 3.48% | 3.48% | 3.79% |
| Sharp | 0.19% | 0.19% | 0.79% |
| Beta | 0.1% | 0.1% | 1.21% |
| Alpha | 0.27% | 0.27% | 0.02% |
Fund Managers
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Pratik Harish Shroff | Pratik Harish Shroff | Amit Kumar Premchandani |
| Total AUM | ₹2586 Cr | ₹2586 Cr | ₹13572 Cr |
| Funds Managed | 10 | 10 | 3 |
| LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 83.25 | 83.25 | 76.17 |
| Large Cap | 15.08 | 15.08 | 16.5 |
| Mid Cap | 1.68 | 1.68 | 3.66 |
| Small Cap | - | - | 3.67 |
Sector Allocation
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 80.99 | 80.99 | 75.63 |
| Energy | 3.05 | 3.05 | 1.36 |
| Technology | 2.68 | 2.68 | 2.44 |
| Consumer Defensive | 1.6 | 1.6 | 0.55 |
| Financial Services | 8.92 | 8.92 | 8.34 |
| Consumer Cyclical | 2.75 | 2.75 | 3.49 |
| Utilities | - | - | 0.65 |
| Basic Materials | - | - | 1.64 |
| Industrials | - | - | 1.52 |
| Healthcare | - | - | 1.97 |
| Communication Services | - | - | 1.87 |
| Real Estate | - | - | 0.55 |
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