LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|---|
| Fund | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹49 Cr | ₹49 Cr | ₹3168 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 02 Jun 2003 | 02 Jun 2003 | 26 May 2021 |
| 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 | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | % | 51% | % |
| Expense Ratio | 2.25 | 2.25 | 0.65 |
| Manager | Pratik Harish Shroff | Pratik Harish Shroff | Rajeev Thakkar |
| ISIN Code | INF767K01808 | INF767K01808 | INF879O01209 |
| 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 | Parag Parikh Conservative Hybrid Fund - Regular Plan - 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 | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|---|
| 1 Month | -0.14% | -0.14% | -0.14% |
| 6 Month | 1.32% | 1.32% | 1.86% |
| 1 Year | 5.13% | 5.13% | 7.27% |
| 3 Year | 6.84% | 6.84% | 11.07% |
| 5 Year | 5.77% | 5.77% | - |
SIP Return Analysis
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|---|
| 6 Month | 1.78% | 1.78% | 1.12% |
| 1 Year | 6% | 6% | 6.06% |
| 3 Year | 6.68% | 6.68% | 9.73% |
| 5 Year | 6.25% | 6.25% | - |
Rolling Lumpsum Returns
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 7.4% | 7.4% | 9.94% |
| 3 Year | 6.79% | 6.79% | 11.23% |
| 5 Year | 6.74% | 6.74% | - |
Risk Management
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 3.48% | 3.48% | 3.09% |
| Sharp | 0.23% | 0.23% | 1.37% |
| Beta | 0.74% | 0.74% | 0.80% |
| Alpha | -1.99% | -1.99% | 2.50% |
Fund Managers
| Scheme Name | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|---|
| Name | Pratik Harish Shroff | Pratik Harish Shroff | Rajeev Thakkar |
| Total AUM | ₹2586 Cr | ₹2586 Cr | ₹0 Cr |
| Funds Managed | 10 | 10 | 5 |
| LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|---|
| Others | 84.45 | 84.45 | 87.17 |
| Large Cap | 13.93 | 13.93 | 10.03 |
| Mid Cap | 1.62 | 1.62 | 2.06 |
| Small Cap | - | - | 0.73 |
Sector Allocation
| Scheme Name |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|---|
| Others | 82.17 | 82.17 | 77.89 |
| Energy | 2.87 | 2.87 | 5 |
| Technology | 2.51 | 2.51 | 0.02 |
| Consumer Defensive | 1.43 | 1.43 | 2.01 |
| Financial Services | 8.38 | 8.38 | 2.04 |
| Consumer Cyclical | 2.65 | 2.65 | 0.73 |
| Real Estate | - | - | 9.28 |
| Basic Materials | - | - | 0.93 |
| Communication Services | - | - | 0.08 |
| Utilities | - | - | 1.97 |
| Industrials | - | - | 0.05 |
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