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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) | ₹50 Cr | ₹50 Cr | ₹27 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 | 1.13% | 1.13% | -0.73% |
| 6 Month | 2.06% | 2.06% | 1.65% |
| 1 Year | 7.72% | 7.72% | 6.43% |
| 3 Year | 7.9% | 7.9% | 8.63% |
| 5 Year | 7.08% | 7.08% | 9.1% |
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 | 2.79% | 2.79% | 2% |
| 1 Year | 6.8% | 6.8% | 5.16% |
| 3 Year | 7.64% | 7.64% | 7.69% |
| 5 Year | 6.7% | 6.7% | 7.84% |
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 | 7.48% | 7.48% | 7.65% |
| 3 Year | 6.81% | 6.81% | 7.91% |
| 5 Year | 6.76% | 6.76% | 7.78% |
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% | 3.55% |
| Sharp | 0.38% | 0.38% | -0.011% |
| Beta | 0.71% | 0.71% | 1.006% |
| Alpha | -2.15% | -2.15% | -0.98% |
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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 | 79.96 | 79.96 | 81.82 |
| Large Cap | 15.3 | 15.3 | 16.41 |
| Small Cap | 3.33 | 3.33 | 0 |
| Mid Cap | 1.41 | 1.41 | 1.77 |
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 | 79.96 | 79.96 | 81.72 |
| Petroleum Products | 2.91 | 2.91 | - |
| IT - Software | 2.74 | 2.74 | - |
| Diversified FMCG | 1.53 | 1.53 | - |
| Banks | 7.6 | 7.6 | - |
| Automobiles | 0.52 | 0.52 | - |
| Industrial Products | 3.33 | 3.33 | - |
| Auto Components | 1.41 | 1.41 | - |
| Communication Services | - | - | 1.69 |
| Energy | - | - | 2 |
| Technology | - | - | 2.38 |
| Industrials | - | - | 0.48 |
| Financial Services | - | - | 6.99 |
| Basic Materials | - | - | 1.3 |
| Consumer Defensive | - | - | 1.53 |
| Consumer Cyclical | - | - | 1.47 |
| Healthcare | - | - | 0.43 |
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