UTI Conservative Hybrid Fund vs LIC MF CONSERVATIVE HYBRID FUND compare

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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tortoise-icon 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 Moderate Moderate Moderately High
Asset Size (Cr) ₹51 Cr ₹51 Cr ₹1617 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 01 Jun 1998 01 Jun 1998 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 1.8
Manager Pratik Harish Shroff Pratik Harish Shroff Amit Kumar Premchandani
ISIN Code INF767K01808 INF767K01808 INF789F01893
Exits Load Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

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 1.53% 1.53% 1.4%
6 Month 6.86% 6.86% 9.2%
1 Year 10.53% 10.53% 16.44%
3 Year 5.79% 5.79% 10.25%
5 Year 7.29% 7.29% 10.38%

SIP Return Analysis

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 Year 4.27% 4.27% 6.96%
3 Year 9.68% 9.68% 16.61%
5 Year 16.96% 16.96% 29.93%

Rolling Lumpsum Returns

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 6.27% 6.27% 10.02%
3 Year 14.2% 14.2% 24.28%
5 Year 18.48% 18.48% 31.94%

Risk Management

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 -0.35% -0.35% 0.83%
Beta 0.67% 0.67% 0.78%
Alpha -1.74% -1.74% 2.48%

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Fund Managers

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
Fund Manage 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

Market Cap

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 81.18 81.18 75.14
Large Cap 18.82 18.82 16.28
Small Cap - - 4.67
Mid Cap - - 3.92

Sector Allocation

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 24.38 24.38 3.75
Sovereign 54.96 54.96 30.82
Energy 2.31 2.31 1.74
Technology 4.23 4.23 2.33
Consumer Staples 3.77 3.77 0.9
Financial 7.77 7.77 44.03
Automobile 2.58 2.58 1.97
Metals & Mining - - 1.38
Healthcare - - 2.34
Materials - - 1.12
Chemicals - - 0.32
Services - - 1.3
Construction - - 2.22
Consumer Discretionary - - 0.98
Capital Goods - - 2.74
Textiles - - 0.35
Communication - - 1.02
Insurance - - 0.7

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