ICICI Prudential Regular Savings Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
ICICI Prudential Regular Savings Fund - Plan - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Moderately High |
Asset Size (Cr) | ₹3235 Cr | ₹21 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 30 Mar 2004 | 25 Jan 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 21% | 252% |
Expense Ratio | 1.67 | 2.19 |
Manager | Sharmila D'mello | Dwijendra Srivastava |
ISIN Code | INF109K01902 | INF903J01HB0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.13% | 0.63% |
6 Month | 7.18% | 3.44% |
1 Year | 6.74% | 2.28% |
3 Year | 10.04% | 6.83% |
5 Year | 10.03% | 8.31% |
SIP Return Analysis
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.5% | -0.1% |
1 Year | 9.89% | 2.98% |
3 Year | 10.63% | 6.41% |
5 Year | 9.89% | 6.98% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 0.34% | 7.6% |
3 Year | 0.11% | 7.99% |
5 Year | 0.07% | 7.88% |
Risk Management
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.00% | 3.72% |
Sharp | 1.01% | 0.03% |
Beta | 0.86% | 1.16% |
Alpha | 1.52% | -1.84% |
Fund Managers
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Name | Sharmila D'mello | Dwijendra Srivastava |
Total AUM | ₹354743 Cr | ₹14140 Cr |
Funds Managed | 35 | 14 |
ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 77.94 | 79.74 |
Large Cap | 13.35 | 17.99 |
Small Cap | 6 | - |
Mid Cap | 2.71 | 2.28 |
Sector Allocation
Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 76.51 | 78.46 |
Energy | 1.1 | 2.72 |
Technology | 1.15 | 2.17 |
Communication Services | 1.7 | 2.11 |
Healthcare | 3 | 0.63 |
Industrials | 1.11 | 0.43 |
Financial Services | 6.63 | 7.59 |
Basic Materials | 1.25 | 1.86 |
Consumer Defensive | 0.93 | 0.93 |
Real Estate | 1.52 | - |
Consumer Cyclical | 4.16 | 1.82 |
Utilities | 0.95 | 1.28 |
Top Comparisons
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.3%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.33%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.47%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns20.39%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns15.82%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.48%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.53%