SBI Conservative Hybrid Fund vs LIC MF CONSERVATIVE HYBRID FUND compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹9787 Cr | ₹49 Cr | ₹49 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 23 Mar 2001 | 02 Jun 2003 | 02 Jun 2003 |
Category | Conservative | Conservative | Conservative |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 252% | % | 51% |
Expense Ratio | 1.54 | 2.25 | 2.25 |
Manager | Pradeep Kesavan | Pratik Harish Shroff | Pratik Harish Shroff |
ISIN Code | INF200K01859 | INF767K01808 | INF767K01808 |
Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
1 Month | 0.9% | 0.25% | 0.25% |
6 Month | 6.63% | 4.06% | 4.06% |
1 Year | 4.55% | 2.78% | 2.78% |
3 Year | 9.91% | 6.5% | 6.5% |
5 Year | 11.02% | 6.3% | 6.3% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
6 Month | 1.84% | 0.23% | 0.23% |
1 Year | 7.7% | 3.34% | 3.34% |
3 Year | 9.57% | 6.24% | 6.24% |
5 Year | 9.67% | 5.89% | 5.89% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
1 Year | 8.48% | 7.47% | 7.47% |
3 Year | 8.53% | 6.84% | 6.84% |
5 Year | 8.45% | 6.77% | 6.77% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 3.36% | 3.48% | 3.48% |
Sharp | 0.86% | 0.04% | 0.04% |
Beta | 0.96% | 0.06% | 0.06% |
Alpha | 1.26% | -0.11% | -0.11% |
Fund Managers
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Name | Pradeep Kesavan | Pratik Harish Shroff | Pratik Harish Shroff |
Total AUM | ₹434274 Cr | ₹2586 Cr | ₹2586 Cr |
Funds Managed | 43 | 10 | 10 |
SBI Conservative Hybrid Fund - Regular Plan - Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Others | 77.36 | 83.03 | 83.03 |
Large Cap | 9.21 | 15.35 | 15.35 |
Small Cap | 8.77 | - | - |
Mid Cap | 4.66 | 1.62 | 1.62 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
---|---|---|---|
Others | 76.5 | 81.09 | 81.09 |
Energy | 2.15 | 2.97 | 2.97 |
Consumer Cyclical | 1.91 | 2.74 | 2.74 |
Basic Materials | 3.74 | - | - |
Financial Services | 7.37 | 8.65 | 8.65 |
Industrials | 4.77 | - | - |
Healthcare | 1.69 | - | - |
Consumer Defensive | 1.87 | 1.73 | 1.73 |
Technology | - | 2.82 | 2.82 |
Top Comparisons
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.46%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.69%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns0%
Bandhan Small Cap Fund Regular Growth
3Y Returns29.41%
Kotak Banking and PSU Debt - Growth
3Y Returns7.34%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.12%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns18.63%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.51%