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NAVs as of 20 Aug 2026

UTI Conservative Hybrid Fund - Direct Plan - Monthly PaymentDirect · IDCWSBI Conservative Hybrid FundDirect · IDCWSBI Conservative Hybrid FundDirect · IDCWLIC MF Conservative Hybrid FundDirect · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

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Common period 15 Dec 2015 – 20 Aug 2026, limited by UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment. Every series is rebased to ₹100 at the start of this window.

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Growth of ₹100, sampled across the common period
Date	UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	LIC MF Conservative Hybrid Fund
15 Dec 2015	₹100.00	₹100.00	₹100.00	₹100.00
04 Nov 2016	₹111.00	₹108.30	₹106.78	₹105.02
25 Sep 2017	₹122.81	₹112.94	₹111.44	₹105.73
16 Aug 2018	₹131.32	₹108.63	₹106.78	₹104.78
07 Jul 2019	₹132.11	₹110.01	₹106.38	₹111.16
27 May 2020	₹125.76	₹110.06	₹103.11	₹116.23
18 Apr 2021	₹152.12	₹133.67	₹125.23	₹128.56
09 Mar 2022	₹167.85	₹146.34	₹137.11	₹136.27
28 Jan 2023	₹176.82	₹156.51	₹146.63	₹140.56
19 Dec 2023	₹197.60	₹176.29	₹165.16	₹151.67
08 Nov 2024	₹222.75	₹197.99	₹185.49	₹164.69
29 Sep 2025	₹233.45	₹207.80	₹194.68	₹170.53
20 Aug 2026	₹240.80	₹219.46	₹205.61	₹178.70

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	LIC MF Conservative Hybrid Fund
UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment	·
SBI Conservative Hybrid Fund	·	·
SBI Conservative Hybrid Fund	·	·	·
LIC MF Conservative Hybrid Fund	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

SBI Conservative Hybrid Fund and SBI Conservative Hybrid Fund duplicate 100% of their equity book — holding both adds concentration, not diversification.

Shared holdings — SBI Conservative Hybrid Fund vs SBI Conservative Hybrid Fund

Stocks held by both SBI Conservative Hybrid Fund and SBI Conservative Hybrid Fund, with each fund's weight and the weight they share.
Stock	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund
Kingfa Science & Technology (India) Ltd	7.58%	7.58%	7.58%
Biocon Ltd	6.61%	6.61%	6.61%
Asian Paints Ltd	6.14%	6.14%	6.14%
Axis Bank Ltd	5.65%	5.65%	5.65%
ICICI Bank Ltd	5.26%	5.26%	5.26%
Reliance Industries Ltd	4.95%	4.95%	4.95%
Bajaj Finserv Ltd	4.81%	4.81%	4.81%
Grindwell Norton Ltd	4.34%	4.34%	4.34%
HDFC Life Insurance Co Ltd	3.95%	3.95%	3.95%
HDFC Bank Ltd	3.65%	3.65%	3.65%
Gland Pharma Ltd	3.31%	3.31%	3.31%
Graphite India Ltd	2.96%	2.96%	2.96%
Hatsun Agro Products Ltd	2.93%	2.93%	2.93%
Max Financial Services Ltd	2.64%	2.64%	2.64%
VST Industries Ltd	2.42%	2.42%	2.42%

24 more stocks in common. 39 shared of 39 / 39 positions. Weights are shown as a share of each fund's equity book.

UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment, SBI Conservative Hybrid Fund, SBI Conservative Hybrid Fund, LIC MF Conservative Hybrid Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Conservative Hybrid Fund median.
Metric	UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment UTI · Direct · IDCW NAV ₹76.18 Moderately High risk ★★★★★	SBI Conservative Hybrid Fund SBI · Direct · IDCW NAV ₹33.62 Moderately High risk ★★★★★	SBI Conservative Hybrid Fund SBI · Direct · IDCW NAV ₹25.76 Moderately High risk ★★★★★	LIC MF Conservative Hybrid Fund LIC · Direct · IDCW NAV ₹18.95 Moderately High risk ★★★★☆	Category median Conservative Hybrid Fund · 33 funds

	+3.06%	+5.79%	+5.79%	+4.73%	-1.76%
	+8.60%	+9.04%	+9.04%	+6.83%	+1.90%
	+8.35%	+9.22%	+9.22%	+5.73%	+1.10%
	+8.13%Best in row	+7.51%	+6.79%	+5.42%	+1.10%
	+8.58%Best in row	+7.04%	+6.37%	+4.41%	+1.90%
	+7.65%	+8.71%	+8.71%	+6.15%	—

	+8.67%Best in row	+7.41%	+6.60%	+4.89%	+2.07%
	+9.02%Best in row	+7.16%	+6.30%	+5.05%	+1.92%
	+8.63%Best in row	+7.29%	+6.44%	+4.69%	+1.99%
Risk
	3.87%	3.61%	3.61%	3.41%Best in row	4.75%
	0.54	0.70	0.70	0.10	-0.93
	0.75	0.98	0.98	0.14	-1.06
	-14.44%	-11.88%	-14.12%	-8.05%Best in row	-16.13%

	1.29%	0.98%	0.98%	1.69%	1.03%
	₹1.31Cr	₹9,722Cr	₹9,722Cr	₹44.49Cr	₹861.39Cr
	₹500	₹500	₹500	₹200	—
	22%	236%	236%	4%	22%
	Amit Kumar Premchandani · 4.6y	Pradeep Kesavan	Pradeep Kesavan	Pratik Harish Shroff	—
	15 Dec 2015	08 Jan 2013	30 Jan 2013	09 Jan 2013	—

	61	39	39	10	—
	10.4%	12.5%	12.5%	18.3%	—
	2.7%	1.5%	1.5%	6.0%	—

8 rows carry the same value for every fund — show

Benchmark: —
Alpha: —
Beta: —
Upside capture: —
Downside capture: —
Exit load: Up to 1.00%
Lock-in: None
Min lumpsum: ₹5.00K

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.