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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs LIC MF CONSERVATIVE HYBRID FUND 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 | ₹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 | 0.51% | 0.51% | 0.29% |
| 6 Month | 3.32% | 3.32% | 3.54% |
| 1 Year | 6.78% | 6.78% | 5.94% |
| 3 Year | 7.58% | 7.58% | 8.6% |
| 5 Year | 6.72% | 6.72% | 8.72% |
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 | 3.08% | 3.08% | 2.44% |
| 1 Year | 7.45% | 7.45% | 6.66% |
| 3 Year | 7.8% | 7.8% | 8.09% |
| 5 Year | 6.83% | 6.83% | 8.08% |
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% | 3.62% |
| Sharp | 0.38% | 0.38% | 0.53% |
| Beta | 0.71% | 0.71% | 1.11% |
| Alpha | -2.15% | -2.15% | -1.82% |
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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 | 80.14 | 80.14 | 80.38 |
| Large Cap | 14.14 | 14.14 | 17.68 |
| Small Cap | 4.07 | 4.07 | - |
| Mid Cap | 1.64 | 1.64 | 1.93 |
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 | 78.6 | 78.6 | 79.31 |
| Energy | 3.06 | 3.06 | 2.37 |
| Technology | 2.88 | 2.88 | 2.2 |
| Consumer Defensive | 1.48 | 1.48 | 1.61 |
| Financial Services | 8.26 | 8.26 | 7.86 |
| Basic Materials | 4.07 | 4.07 | 1.43 |
| Consumer Cyclical | 1.64 | 1.64 | 1.46 |
| Communication Services | - | - | 1.81 |
| Industrials | - | - | 0.53 |
| Utilities | - | - | 0.96 |
| Healthcare | - | - | 0.45 |
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