UTI Conservative Hybrid Fund vs LIC MF CONSERVATIVE HYBRID FUND compare
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹50 Cr | ₹50 Cr | ₹1633 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹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 |
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 | 1.42% | 1.42% | 2.92% |
6 Month | -0.38% | -0.38% | -0.18% |
1 Year | 7.13% | 7.13% | 10.11% |
3 Year | 5.63% | 5.63% | 9.04% |
5 Year | 7.15% | 7.15% | 12.31% |
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 | 0.09% | 0.09% | 0.98% |
1 Year | 3.4% | 3.4% | 5.42% |
3 Year | 6.58% | 6.58% | 10.24% |
5 Year | 6.12% | 6.12% | 10.09% |
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 | 7.49% | 7.49% | 9.83% |
3 Year | 6.84% | 6.84% | 9.34% |
5 Year | 6.76% | 6.76% | 9.33% |
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% | 4.158% |
Sharp | -0.24% | -0.24% | 0.455% |
Beta | 0.72% | 0.72% | 1.159% |
Alpha | -1.99% | -1.99% | 0.778% |
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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 |
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 |
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 | 81.46 | 81.46 | 78.71 |
Large Cap | 14.85 | 14.85 | 14.48 |
Small Cap | 3.69 | 3.69 | 2.92 |
Mid Cap | - | - | 3.88 |
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 | 81.46 | 81.46 | 78.71 |
Energy | 2.54 | 2.54 | 1.23 |
Technology | 3.63 | 3.63 | 2.49 |
Consumer Defensive | 1.46 | 1.46 | 0.75 |
Financial Services | 6.75 | 6.75 | 7.2 |
Consumer Cyclical | 0.47 | 0.47 | 2.55 |
Basic Materials | 3.69 | 3.69 | 2.1 |
Utilities | - | - | 0.56 |
Industrials | - | - | 1.1 |
Healthcare | - | - | 1.67 |
Communication Services | - | - | 1.33 |
Real Estate | - | - | 0.32 |
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