SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs LIC MF CONSERVATIVE HYBRID FUND compare

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LIC MF CONSERVATIVE HYBRID FUND-Growth

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LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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Sundaram Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹49 Cr	₹49 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

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	0.46%	0.46%	0.63%
6 Month	3.95%	3.95%	3.44%
1 Year	2.92%	2.92%	2.28%
3 Year	6.02%	6.02%	6.83%
5 Year	6.43%	6.43%	8.31%

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	0.23%	0.23%	-0.1%
1 Year	3.34%	3.34%	2.98%
3 Year	6.24%	6.24%	6.41%
5 Year	5.89%	5.89%	6.98%

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%

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%	3.72%
Sharp	0.04%	0.04%	0.03%
Beta	0.06%	0.06%	1.16%
Alpha	-0.11%	-0.11%	-1.84%

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

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	83.51	83.51	79.74
Large Cap	14.96	14.96	17.99
Mid Cap	1.53	1.53	2.28

Scheme Name	LIC MF CONSERVATIVE HYBRID FUND-Growth	LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	81.61	81.61	78.46
Energy	2.89	2.89	2.72
Technology	2.68	2.68	2.17
Consumer Defensive	1.65	1.65	0.93
Financial Services	8.61	8.61	7.59
Consumer Cyclical	2.56	2.56	1.82
Industrials	-	-	0.43
Basic Materials	-	-	1.86
Utilities	-	-	1.28
Communication Services	-	-	2.11
Healthcare	-	-	0.63