Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

Invest Now

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

Invest Now

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

Invest Now

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) ₹51 Cr ₹51 Cr ₹21 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹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 -0.74% -0.74% -1.24%
6 Month 2.67% 2.67% 2.81%
1 Year 3.98% 3.98% 3.73%
3 Year 5.91% 5.91% 7%
5 Year 6.18% 6.18% 8.21%

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 0.58% 0.58% -0.08%
1 Year 3.22% 3.22% 2.38%
3 Year 6.39% 6.39% 6.5%
5 Year 6% 6% 7.11%

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 7.47% 7.47% 7.6%
3 Year 6.84% 6.84% 7.99%
5 Year 6.77% 6.77% 7.88%

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 3.48% 3.48% 3.57%
Sharp 0.3% 0.3% 0.31%
Beta 0.02% 0.02% 1.13%
Alpha 0.88% 0.88% -1.83%

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 83.52 83.52 78.77
Large Cap 14.99 14.99 18.89
Small Cap 0 0 -
Mid Cap 1.49 1.49 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 81.6 81.6 77.49
Energy 2.88 2.88 2.83
Technology 2.75 2.75 2.2
Consumer Defensive 1.65 1.65 1.08
Financial Services 8.63 8.63 8.24
Consumer Cyclical 2.49 2.49 1.8
Basic Materials 0 0 1.93
Industrials - - 0.43
Utilities - - 1.28
Communication Services - - 2.15
Healthcare - - 0.59

Top Comparisons

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

VS

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns12.88%

Compare Now

HDFC Dividend Yield Fund - Growth Plan HDFC Dividend Yield Fund - Growth Plan

3Y Returns18.25%

VS

Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

3Y Returns19.43%

Compare Now

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns6.34%

VS

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns6.35%

Compare Now

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns15.6%

VS

Aditya Birla Sun Life Consumption Fund-Growth Option Aditya Birla Sun Life Consumption Fund-Growth Option

3Y Returns14.73%

Compare Now
Add to Cart Successfully