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) | ₹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 |
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