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) | ₹3261 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 | 0.53% | 0.76% |
6 Month | 5.42% | 1.54% |
1 Year | 7.08% | 2.77% |
3 Year | 10.58% | 7.58% |
5 Year | 9.91% | 8.36% |
SIP Return Analysis
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.03% | 0.13% |
1 Year | 9.69% | 3.52% |
3 Year | 10.38% | 6.36% |
5 Year | 9.78% | 6.93% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 0.34% | 7.53% |
3 Year | 0.11% | 7.93% |
5 Year | 0.07% | 7.95% |
Risk Management
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.94% | 3.62% |
Sharp | 1.12% | 0.16% |
Beta | 0.88% | 1.18% |
Alpha | 1.26% | -2.13% |
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 | 77.77 | 79.38 |
Large Cap | 13.77 | 18.29 |
Small Cap | 5.57 | - |
Mid Cap | 2.89 | 2.32 |
Sector Allocation
Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 76.32 | 78.01 |
Energy | 1.32 | 2.78 |
Technology | 1.21 | 2.22 |
Communication Services | 1.87 | 2.16 |
Healthcare | 2.82 | 0.65 |
Industrials | 1.13 | 0.42 |
Financial Services | 6.97 | 7.54 |
Basic Materials | 1.18 | 1.89 |
Consumer Defensive | 0.96 | 0.95 |
Real Estate | 1.57 | - |
Consumer Cyclical | 3.54 | 2 |
Utilities | 1.12 | 1.37 |
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