SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs ICICI Prudential Regular Savings Fund compare
ICICI Prudential Regular Savings Fund - Plan - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹3375 Cr | ₹21 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 30 Mar 2004 | 25 Jan 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 21% | 252% |
| Expense Ratio | 1.67 | 2.19 |
| Manager | Sharmila D'mello | Dwijendra Srivastava |
| ISIN Code | INF109K01902 | INF903J01HB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.34% | 0.1% |
| 6 Month | 2.87% | 0.99% |
| 1 Year | 7.22% | 3.32% |
| 3 Year | 9.9% | 6.85% |
| 5 Year | 9.11% | 7.67% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.26% | 0.95% |
| 1 Year | 8.26% | 4.22% |
| 3 Year | 9.7% | 6.15% |
| 5 Year | 9.43% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 0.34% | 7.35% |
| 3 Year | 0.11% | 7.82% |
| 5 Year | 0.07% | 8.01% |
Risk Management
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.12% | 4.91% |
| Sharp | 1.36% | 0.31% |
| Beta | 0.42% | 0.81% |
| Alpha | 1.96% | -1.91% |
Fund Managers
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sharmila D'mello | Dwijendra Srivastava |
| Total AUM | ₹354743 Cr | ₹14140 Cr |
| Funds Managed | 35 | 14 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 79.3 | 78.29 |
| Large Cap | 13.1 | 19.37 |
| Small Cap | 5.04 | - |
| Mid Cap | 2.56 | 2.33 |
Sector Allocation
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 76.24 | 78.29 |
| Energy | 1.39 | 3.22 |
| Technology | 2.1 | 2.99 |
| Communication Services | 1.92 | 2.46 |
| Healthcare | 2.18 | 0.69 |
| Financial Services | 6.4 | 7.64 |
| Basic Materials | 0.65 | 1.24 |
| Consumer Defensive | 0.89 | 0.52 |
| Real Estate | 1.62 | - |
| Industrials | 1.42 | 1.05 |
| Consumer Cyclical | 3.92 | 1.89 |
| Utilities | 1.27 | - |
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