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	₹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

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	1.1%	1.1%	1.14%
6 Month	2.46%	2.46%	2.58%
1 Year	4.78%	4.78%	5.81%
3 Year	6.58%	6.58%	9.82%
5 Year	6.31%	6.31%	10.45%

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	0.07%	0.07%	0.26%
1 Year	2.95%	2.95%	4.74%
3 Year	5.81%	5.81%	8.64%
5 Year	5.67%	5.67%	8.8%

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%

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	3.38%	3.38%	3.79%
Sharp	-0.02%	-0.02%	0.79%
Beta	1.02%	1.02%	1.21%
Alpha	-2.57%	-2.57%	0.02%

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	83.89	83.89	76.75
Large Cap	14.57	14.57	16.07
Mid Cap	1.54	1.54	3.64
Small Cap	-	-	3.54

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	82.03	82.03	76.24
Energy	2.82	2.82	1.34
Technology	2.62	2.62	2.41
Consumer Defensive	1.64	1.64	0.56
Financial Services	8.29	8.29	8.01
Consumer Cyclical	2.6	2.6	3.47
Utilities	-	-	0.62
Basic Materials	-	-	1.78
Industrials	-	-	1.48
Healthcare	-	-	1.96
Communication Services	-	-	1.73
Real Estate	-	-	0.41