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 -0.55% -0.55% -1.47%
6 Month 5.07% 5.07% 6.3%
1 Year 10.07% 10.07% 13.93%
3 Year 5.09% 5.09% 8.06%
5 Year 6.57% 6.57% 9.82%

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 9.36% 9.36% 13.01%
3 Year 7.53% 7.53% 11.53%
5 Year 6.9% 6.9% 11.15%

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 -0.37% -0.37% 0.83%
Beta 0.71% 0.71% 0.78%
Alpha -1.83% -1.83% 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 75.65
Large Cap 18.82 18.82 15.44
Small Cap - - 4.37
Mid Cap - - 4.51

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 75.65
Sovereign 54.96 54.96 -
Energy 2.31 2.31 -
Technology 4.23 4.23 -
Consumer Staples 3.77 3.77 -
Financial 7.77 7.77 -
Automobile 2.58 2.58 -
Petroleum Products - - 0.59
Gas - - 0.26
IT - Software - - 2.74
Cement & Cement Products - - 0.64
Personal Products - - 0.45
Transport Services - - 0.34
Ferrous Metals - - 0.59
Textiles & Apparels - - 0.22
Non - Ferrous Metals - - 0.54
Pharmaceuticals & Biotechnology - - 1.85
Banks - - 6.22
Healthcare Services - - 0.53
Automobiles - - 1.27
Consumer Durables - - 1.02
Electrical Equipment - - 0.16
Diversified FMCG - - 0.25
Fertilizers & Agrochemicals - - 0.28
Entertainment - - 0.3
Construction - - 0.24
Agricultural Food & other Products - - 0.24
Realty - - 0.38
Industrial Products - - 0.21
Aerospace & Defense - - 0.24
Telecom - Services - - 0.92
Capital Markets - - 0.32
Power - - 0.54
Consumable Fuels - - 0.4
Minerals & Mining - - 0.16
Retailing - - 0.63
Insurance - - 0.77
Finance - - 0.39
Auto Components - - 0.37
Leisure Services - - 0.03
Transport Infrastructure - - 0.23

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