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 Moderately High Moderately High Moderately High
Asset Size (Cr) ₹50 Cr ₹50 Cr ₹1645 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 -0.14% -0.14% -0.5%
6 Month 1.82% 1.82% 1.98%
1 Year 8.11% 8.11% 10.81%
3 Year 5.4% 5.4% 8.41%
5 Year 6.55% 6.55% 10.12%

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 6.34% 6.34% 7.09%
3 Year 7.02% 7.02% 10.13%
5 Year 6.51% 6.51% 10.3%

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 7.44% 7.44% 9.74%
3 Year 6.87% 6.87% 9.39%
5 Year 6.77% 6.77% 9.27%

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 -0.48% -0.48% 0.83%
Beta 0.71% 0.71% 0.78%
Alpha -1.97% -1.97% 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 79.94 79.94 76.58
Large Cap 20.07 20.07 14.97
Small Cap - - 4.21
Mid Cap - - 4.19

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 79.94 79.94 76.58
Petroleum Products 1.24 1.24 0.63
IT - Software 3.73 3.73 2.62
Diversified FMCG 2.15 2.15 0.24
Banks 9.41 9.41 6.18
Automobiles 1.81 1.81 1.1
Food Products 1.73 1.73 -
Gas - - 0.2
Cement & Cement Products - - 0.62
Personal Products - - 0.48
Transport Services - - 0.37
Ferrous Metals - - 0.55
Textiles & Apparels - - 0.17
Non - Ferrous Metals - - 0.5
Pharmaceuticals & Biotechnology - - 1.78
Healthcare Services - - 0.53
Consumer Durables - - 0.9
Electrical Equipment - - 0.1
Fertilizers & Agrochemicals - - 0.28
Entertainment - - 0.29
Construction - - 0.18
Agricultural Food & other Products - - 0.21
Realty - - 0.32
Industrial Products - - 0.19
Aerospace & Defense - - 0.24
Telecom - Services - - 0.88
Capital Markets - - 0.34
Power - - 0.56
Consumable Fuels - - 0.37
Minerals & Mining - - 0.24
Retailing - - 0.56
Insurance - - 0.7
Finance - - 0.35
Auto Components - - 0.31
Leisure Services - - 0.16
Transport Infrastructure - - 0.22

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