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 | ₹22 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 | -0.62% | -0.62% | -0.5% |
6 Month | 2.78% | 2.78% | 3.35% |
1 Year | 4.91% | 4.91% | 4.54% |
3 Year | 6.65% | 6.65% | 7.82% |
5 Year | 6.27% | 6.27% | 8.45% |
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 | 1.6% | 1.6% | 1.24% |
1 Year | 4.93% | 4.93% | 4.7% |
3 Year | 7.1% | 7.1% | 7.51% |
5 Year | 6.44% | 6.44% | 7.74% |
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% | 3.62% |
Sharp | 0.6% | 0.6% | 0.53% |
Beta | 0.71% | 0.71% | 1.11% |
Alpha | -1.98% | -1.98% | -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 | 79.84 |
Large Cap | 14.14 | 14.14 | 18.17 |
Small Cap | 4.07 | 4.07 | - |
Mid Cap | 1.64 | 1.64 | 1.98 |
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 | 78.72 |
Energy | 3.06 | 3.06 | 2.48 |
Technology | 2.88 | 2.88 | 2.2 |
Consumer Defensive | 1.48 | 1.48 | 1.62 |
Financial Services | 8.26 | 8.26 | 8.04 |
Basic Materials | 4.07 | 4.07 | 1.51 |
Consumer Cyclical | 1.64 | 1.64 | 1.46 |
Communication Services | - | - | 1.97 |
Industrials | - | - | 0.54 |
Utilities | - | - | 1 |
Healthcare | - | - | 0.45 |
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