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) | ₹3359 Cr | ₹20 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 | -0.07% | -0.48% |
| 6 Month | 1.94% | 0.51% |
| 1 Year | 7.86% | 4.05% |
| 3 Year | 10.16% | 7.14% |
| 5 Year | 9.05% | 7.57% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.87% | 1.24% |
| 1 Year | 6.37% | 3.58% |
| 3 Year | 8.9% | 5.76% |
| 5 Year | 9.06% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 7.31% |
| 3 Year | - | 7.75% |
| 5 Year | - | 7.97% |
Risk Management
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.88% | 3.51% |
| Sharp | 1.16% | 0.14% |
| Beta | 0.88% | 1.17% |
| Alpha | 1.38% | -2.08% |
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 | 78.52 | 77.68 |
| Large Cap | 13.86 | 19.98 |
| Small Cap | 4.93 | - |
| Mid Cap | 2.69 | 2.34 |
Sector Allocation
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 75.9 | 77.68 |
| Energy | 1.56 | 3.37 |
| Technology | 2.14 | 3.12 |
| Consumer Cyclical | 3.17 | 1.92 |
| Communication Services | 2.05 | 2.54 |
| Healthcare | 2.24 | 0.69 |
| Basic Materials | 0.67 | 1.26 |
| Consumer Defensive | 1.6 | 0.57 |
| Financial Services | 6.88 | 7.79 |
| Real Estate | 1.63 | - |
| Industrials | 1.05 | 1.06 |
| Utilities | 1.1 | - |
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