Parag Parikh Conservative Hybrid Fund Regular vs LIC MF CONSERVATIVE HYBRID FUND compare
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 | ₹3074 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹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 | 1.02% | 1.02% | 0.38% |
| 6 Month | 2.6% | 2.6% | 3.02% |
| 1 Year | 4.98% | 4.98% | 7.3% |
| 3 Year | 6.69% | 6.69% | 11.79% |
| 5 Year | 6.17% | 6.17% | - |
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 | 1.18% | 1.18% | 1.47% |
| 1 Year | 5.55% | 5.55% | 7.76% |
| 3 Year | 6.67% | 6.67% | 10.53% |
| 5 Year | 6.18% | 6.18% | - |
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 | 7.45% | 7.45% | 9.94% |
| 3 Year | 6.81% | 6.81% | 11.23% |
| 5 Year | 6.76% | 6.76% | - |
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 | 0.19% | 0.19% | 1.53% |
| Beta | 0.1% | 0.1% | 0.80% |
| Alpha | 0.27% | 0.27% | 2.72% |
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 | 83.25 | 83.25 | 87.05 |
| Large Cap | 15.08 | 15.08 | 9.98 |
| Mid Cap | 1.68 | 1.68 | 2.1 |
| Small Cap | - | - | 0.88 |
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 | 80.99 | 80.99 | 77.39 |
| Energy | 3.05 | 3.05 | 4.93 |
| Technology | 2.68 | 2.68 | 0.02 |
| Consumer Defensive | 1.6 | 1.6 | 1.97 |
| Financial Services | 8.92 | 8.92 | 2.06 |
| Consumer Cyclical | 2.75 | 2.75 | 0.88 |
| Real Estate | - | - | 9.66 |
| Basic Materials | - | - | 1.01 |
| Utilities | - | - | 2.04 |
| Industrials | - | - | 0.04 |
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