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LIC MF CONSERVATIVE HYBRID FUND vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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tortoise-icon Sundaram Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Fund LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹49 Cr ₹49 Cr ₹21 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹200 ₹200 ₹250
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 02 Jun 2003 02 Jun 2003 25 Jan 2010
Category Conservative Conservative Conservative
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI
Turn Over % 51% 252%
Expense Ratio 2.25 2.25 2.19
Manager Pratik Harish Shroff Pratik Harish Shroff Dwijendra Srivastava
ISIN Code INF767K01808 INF767K01808 INF903J01HB0
Exits Load LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month 0.17% 0.17% 0.19%
6 Month 1.53% 1.53% 1.06%
1 Year 4.09% 4.09% 3.3%
3 Year 6.54% 6.54% 6.85%
5 Year 5.94% 5.94% 7.74%

SIP Return Analysis

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 1.55% 1.55% 0.95%
1 Year 6.03% 6.03% 4.22%
3 Year 6.67% 6.67% 6.15%
5 Year 6.19% 6.19% 6.74%

Rolling Lumpsum Returns

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 7.4% 7.4% 7.35%
3 Year 6.8% 6.8% 7.82%
5 Year 6.74% 6.74% 8.01%

Risk Management

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.35% 3.35% 3.55%
Sharp -0.05% -0.05% 0.06%
Beta 1.02% 1.02% 1.18%
Alpha -2.28% -2.28% -2.26%

Fund Managers

Scheme Name LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Name Pratik Harish Shroff Pratik Harish Shroff Dwijendra Srivastava
Total AUM ₹2586 Cr ₹2586 Cr ₹14140 Cr
Funds Managed 10 10 14
LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 84.45 84.45 78.57
Large Cap 13.93 13.93 19.1
Mid Cap 1.62 1.62 2.33

Sector Allocation

Scheme Name

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 82.17 82.17 78.57
Energy 2.87 2.87 3.08
Technology 2.51 2.51 2.31
Consumer Defensive 1.43 1.43 0.53
Financial Services 8.38 8.38 7.65
Consumer Cyclical 2.65 2.65 1.82
Industrials - - 1.06
Basic Materials - - 1.92
Utilities - - 0
Communication Services - - 2.4
Healthcare - - 0.67

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