LIC MF CONSERVATIVE HYBRID FUND vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
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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