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    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund vs LIC MF Conservative Hybrid Fund

    Direct Plan, Growth option · Data as on 30-10-2026

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund is an Index fund and LIC MF Conservative Hybrid Fund is a Conservative Hybrid fund. In the 3 years to 30-10-2026, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) returned 6.9% a year and LIC MF Conservative Hybrid Fund (Direct) returned 6.2% a year. Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund charges 0.20% a year and LIC MF Conservative Hybrid Fund 1.68% (Direct plans). Their portfolios overlap 22.0%: they hold 3 of the same securities.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund

    Index

    3 year return
    6.9%
    Expense ratio
    0.20%
    NAV
    ₹12.82
    See Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund

    LIC MF Conservative Hybrid Fund

    Conservative Hybrid

    3 year return
    6.2%
    Expense ratio
    1.68%
    NAV
    ₹92.72
    See LIC MF Conservative Hybrid Fund

    Which is better, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index or LIC MF Conservative Hybrid? Key differences

    It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index returned more over 3 years: 6.9% a year against 6.2%.
    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index returned more over 1 year: 3.7% against 0.9%.
    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index costs less: 0.20% a year against 1.68% (Direct plans).
    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index swung less over 3 years: a standard deviation of 1.0% a year against 3.4%.
    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index fell less in its worst fall since 16-02-2023: −0.9% against −3.4%.
    • Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index is the larger fund: ₹143 Cr against ₹46 Cr.
    • Their portfolios overlap 22.0%: 3 of the same holdings.

    Past returns do not promise future returns. This page is information, not investment advice.

    Key facts

    From each fund's scheme summary document and AMFI

    FactEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index FundLIC MF Conservative Hybrid Fund
    Fund houseEdelweiss Mutual FundLIC Mutual Fund
    CategoryIndexConservative Hybrid
    AUM₹143 Cr (30-09-2026)₹46 Cr (30-09-2026)
    NAV₹12.82 (Direct)₹92.72 (Direct)
    Expense ratio (Direct)0.20%1.68%
    Expense ratio (Regular)0.57%2.24%
    RiskometerLow to ModerateModerately High
    BenchmarkCRISIL IBX 50:50 Gilt Plus SDL Short Duration Index FundCRISIL Hybrid 85+15 - Conservative Index
    Launch date15-02-202301-06-1998
    Minimum investment₹100₹5,000
    Lock inNoneNone
    Fund managersHetul Raval, Dhawal DalalPratik Harish Shroff, Siddharth Panjwani
    Exit loadNILExit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index vs LIC MF Conservative Hybrid: Returns Comparison

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Fund1M3M6M1Y3Y5Y10Y
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)−0.43%−0.44%+1.60%+3.71%+6.87%----
    LIC MF Conservative Hybrid Fund (Direct)−1.02%−2.15%+0.93%+0.86%+6.20%+5.09%+6.35%
    Conservative Hybrid average−0.46%−1.48%+0.87%+1.02%+7.61%+7.13%+7.52%

    Category average: the average of the 18 Conservative Hybrid funds, same plan type.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index vs LIC MF Conservative Hybrid: Year-wise Returns

    YearEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexLIC MF Conservative HybridLIC MF Conservative Hybrid
    2026to date+2.90%−0.56%
    2025+7.77%+6.32%
    2024+8.19%+9.29%
    2023--+8.26%
    2022--+1.86%
    2021--+8.30%

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index vs LIC MF Conservative Hybrid: Rolling Returns

    Every holding period of both funds

    Rolling returns

    Every 3-year holding period, 169 of them, one for each trading day from 16-02-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.

    0%2%4%6%8%10%
    Mar 2023
    to
    Mar 2026
    Apr 2023
    to
    Apr 2026
    Jun 2023
    to
    Jun 2026
    Jul 2023
    to
    Jul 2026
    Aug 2023
    to
    Aug 2026
    Oct 2023
    to
    Oct 2026
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)LIC MF Conservative Hybrid Fund (Direct)

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighest
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index0.00.0100.00.00.00.00.07.4%7.4%6.9%8.0%
    LIC MF Conservative Hybrid0.00.0100.00.00.00.00.06.9%6.9%6.0%8.0%

    The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 16-02-2023. Past returns do not promise future returns.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index vs LIC MF Conservative Hybrid: SIP and Lumpsum Returns

    What the same monthly or one-time investment would be worth in each fund today, from their own NAV history

    Growth of an investment

    Step up each year
    PeriodFor

    ₹10,000 on the first trading day of every month, from 16-02-2023 to 30-10-2026: 45 instalments, ₹4,50,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct) ₹4,50,000 ₹5,04,275 ₹54,275 6.0%
    LIC MF Conservative HybridLIC MF Conservative Hybrid Fund (Direct) ₹4,50,000 ₹4,89,658 ₹39,658 4.5%
    ₹0₹2.0 L₹4.0 L₹6.0 L
    202420252026
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)LIC MF Conservative HybridLIC MF Conservative Hybrid Fund (Direct)Amount invested

    From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index vs LIC MF Conservative Hybrid: Risk and Drawdowns

    How much each fund swings, and the worst fall over the same days

    Risk and return

    MeasureEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)LIC MF Conservative Hybrid Fund (Direct)
    Return (CAGR)+6.87%+6.20%
    Standard deviation1.00%3.40%
    Sharpe ratio0.850.05
    Sortino ratio1.300.08
    Maximum drawdown−0.9% (22-10-2026)−3.4% (23-10-2026)
    Beta----
    Alpha----

    From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −4%−3%−2%−1%0%
    202420252026
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)LIC MF Conservative Hybrid Fund (Direct)
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)−0.9%14-08-202622-10-2026Not yet--−0.9%
    LIC MF Conservative Hybrid Fund (Direct)−3.4%10-08-202623-10-2026Not yet--−2.9%

    From daily values since 16-02-2023, the first day every fund has.

    Rolling standard deviation

    Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

    0%1%2%3%4%
    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Direct)LIC MF Conservative Hybrid Fund (Direct)

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index vs LIC MF Conservative Hybrid: Portfolio Overlap

    From each fund's latest monthly portfolio: Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund, September 2026; LIC MF Conservative Hybrid Fund, September 2026

    Holdings in common

    Overlap
    22.0%
    Held by both
    3
    Only in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index
    10
    Only in LIC MF Conservative Hybrid
    27
    Security% of Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index% of LIC MF Conservative Hybrid
    7.32% GOVT OF INDIA RED 13-11-203021.33%11.38%
    7.17% GOVT OF INDIA RED 17-04-20307.07%11.36%
    7.38% GOVT OF INDIA RED 20-06-20273.53%4.49%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 22.0% means 22.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

    Largest holdings only in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund

    Security% of fund
    6.9% MAHARASHTRA SDL RED 04-02-203017.27%
    7.17% GUJARAT SDL RED 08-01-203010.44%
    7.10% GOVT OF INDIA RED 18-04-20299.91%
    7.06% GOVT OF INDIA RED 10-04-20285.65%
    6.13% GOVT OF INDIA RED 04-06-20284.18%

    Largest holdings only in LIC MF Conservative Hybrid Fund

    Security% of fund
    7.65% State Government of Tamil Nadu11.27%
    6.79% Government of India11.02%
    8.13% Nuclear Power Corporation8.81%
    7.19% State Government of Tamil Nadu3.33%
    Divi's Laboratories Ltd.1.32%

    Asset and sector split

    Share of each fund, from its latest monthly portfolio

    Asset allocation

    AssetEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexLIC MF Conservative Hybrid
    Equity0.0%17.7%
    Debt97.0%61.7%
    Cash and others3.0%20.6%

    Market cap of stocks

    Market capEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexLIC MF Conservative Hybrid
    Large Cap--8.8%
    Mid Cap--8.0%
    Small Cap--0.9%

    Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

    Largest sectors

    SectorEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration IndexLIC MF Conservative Hybrid
    Pharmaceuticals & Biotechnology0.0%4.2%
    Auto Components0.0%2.1%
    Automobiles0.0%2.1%
    Banks0.0%1.8%
    Retailing0.0%1.5%
    Electrical Equipment0.0%1.2%

    The six largest sectors of each fund's stocks, % of the fund.

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index vs LIC MF Conservative Hybrid: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeEdelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index FundLIC MF Conservative Hybrid Fund
    Total expense ratio (Direct)0.20%1.68%
    Base expense ratio (Direct)0.17%1.31%
    Total expense ratio (Regular)0.57%2.24%
    Base expense ratio (Regular)0.50%1.82%

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

    More comparisons

    Each fund against the others of its category

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund vs LIC MF Conservative Hybrid Fund: Frequently Asked Questions

    What is the difference between Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund and LIC MF Conservative Hybrid Fund?

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund is an Index fund, LIC MF Conservative Hybrid Fund is a Conservative Hybrid fund, run by Edelweiss Mutual Fund and LIC Mutual Fund. Their portfolios overlap 22.0%. Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund charges 0.20% a year and LIC MF Conservative Hybrid Fund 1.68%.

    Which has given higher returns, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund or LIC MF Conservative Hybrid Fund?

    Over 1 year: Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund +3.71%, LIC MF Conservative Hybrid Fund +0.86%. Over 3 years: Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund +6.87% a year, LIC MF Conservative Hybrid Fund +6.20% a year. As on 30-10-2026. Past returns do not promise future returns.

    Which has the lower expense ratio, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund or LIC MF Conservative Hybrid Fund?

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund charges less: 0.20% a year against 1.68%. These are the Direct plans' total expense ratios reported to AMFI.

    How much do Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund and LIC MF Conservative Hybrid Fund overlap?

    22.0%. They hold 3 of the same securities, the largest shared ones being 7.32% GOVT OF INDIA RED 13-11-2030, 7.17% GOVT OF INDIA RED 17-04-2030, 7.38% GOVT OF INDIA RED 20-06-2027. From each fund's latest monthly portfolio.

    Which is riskier, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund or LIC MF Conservative Hybrid Fund?

    On SEBI's riskometer, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund is rated Low to Moderate and LIC MF Conservative Hybrid Fund Moderately High. Over 3 years, the standard deviation of daily returns was 1.00% and 3.40% a year.

    Which is better for SIP, Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund or LIC MF Conservative Hybrid Fund?

    Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹4,04,075 in Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (XIRR 5.7% a year) and ₹3,91,837 in LIC MF Conservative Hybrid Fund (XIRR 3.7% a year). Both received 37 instalments. Past returns do not promise future returns.

    Can I invest in both Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund and LIC MF Conservative Hybrid Fund?

    Yes. 22.0% of each fund's money sits in the same holdings, so some of the two investments would move together.

    Who manages Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund and LIC MF Conservative Hybrid Fund?

    Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund: Hetul Raval, Dhawal Dalal. LIC MF Conservative Hybrid Fund: Pratik Harish Shroff, Siddharth Panjwani.

    Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

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