LIC MF CONSERVATIVE HYBRID FUND vs UTI Conservative Hybrid Fund compare

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LIC MF CONSERVATIVE HYBRID FUND-Growth

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LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹1701 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹200	₹200	₹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

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	-0.17%	-0.17%	-0.16%
6 Month	1.15%	1.15%	1.02%
1 Year	4.51%	4.51%	6.08%
3 Year	6.99%	6.99%	9.69%
5 Year	5.67%	5.67%	8.85%

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	2.04%	2.04%	1.38%
1 Year	6.55%	6.55%	6.14%
3 Year	6.78%	6.78%	8.68%
5 Year	6.3%	6.3%	8.85%

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	7.38%	7.38%	9.63%
3 Year	6.79%	6.79%	9.44%
5 Year	6.74%	6.74%	9.46%

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%	4.21%
Sharp	0.23%	0.23%	0.95%
Beta	0.74%	0.74%	0.55%
Alpha	-1.99%	-1.99%	0.88%

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

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	83.53	83.53	75.89
Large Cap	14.81	14.81	16.48
Mid Cap	1.66	1.66	3.97
Small Cap	-	-	3.66

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	82.29	82.29	75.38
Energy	2.88	2.88	1.38
Technology	2.55	2.55	2.53
Consumer Defensive	1.34	1.34	0.8
Financial Services	8.26	8.26	8.71
Consumer Cyclical	2.68	2.68	3.42
Utilities	-	-	0.63
Basic Materials	-	-	1.04
Industrials	-	-	1.61
Healthcare	-	-	2.02
Communication Services	-	-	1.87
Real Estate	-	-	0.62