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	-0.14%	-0.14%	-0.27%
6 Month	1.32%	1.32%	1.1%
1 Year	5.13%	5.13%	5.9%
3 Year	6.84%	6.84%	9.53%
5 Year	5.77%	5.77%	9%

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	1.78%	1.78%	1.06%
1 Year	6%	6%	5.51%
3 Year	6.68%	6.68%	8.58%
5 Year	6.25%	6.25%	8.82%

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	7.4%	7.4%	9.65%
3 Year	6.79%	6.79%	9.42%
5 Year	6.74%	6.74%	9.47%

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	84.45	84.45	75.89
Large Cap	13.93	13.93	16.48
Mid Cap	1.62	1.62	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	82.17	82.17	75.38
Energy	2.87	2.87	1.38
Technology	2.51	2.51	2.53
Consumer Defensive	1.43	1.43	0.8
Financial Services	8.38	8.38	8.71
Consumer Cyclical	2.65	2.65	3.42
Utilities	-	-	0.63
Basic Materials	-	-	1.04
Industrials	-	-	1.61
Healthcare	-	-	2.02
Communication Services	-	-	1.87
Real Estate	-	-	0.62