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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) | ₹49 Cr | ₹49 Cr | ₹21 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹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 | 0.04% | 0.04% | 0.1% |
| 6 Month | 1.26% | 1.26% | 0.99% |
| 1 Year | 4.02% | 4.02% | 3.32% |
| 3 Year | 6.6% | 6.6% | 6.85% |
| 5 Year | 5.9% | 5.9% | 7.67% |
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 | 1.55% | 1.55% | 0.95% |
| 1 Year | 6.03% | 6.03% | 4.22% |
| 3 Year | 6.67% | 6.67% | 6.15% |
| 5 Year | 6.19% | 6.19% | 6.74% |
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 | 7.4% | 7.4% | 7.35% |
| 3 Year | 6.8% | 6.8% | 7.82% |
| 5 Year | 6.74% | 6.74% | 8.01% |
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% | 4.91% |
| Sharp | 0.23% | 0.23% | 0.31% |
| Beta | 0.74% | 0.74% | 0.81% |
| Alpha | -1.99% | -1.99% | -1.91% |
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 | 84.45 | 84.45 | 78.29 |
| Large Cap | 13.93 | 13.93 | 19.37 |
| Mid Cap | 1.62 | 1.62 | 2.33 |
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 | 82.17 | 82.17 | 78.29 |
| Energy | 2.87 | 2.87 | 3.22 |
| Technology | 2.51 | 2.51 | 2.99 |
| Consumer Defensive | 1.43 | 1.43 | 0.52 |
| Financial Services | 8.38 | 8.38 | 7.64 |
| Consumer Cyclical | 2.65 | 2.65 | 1.89 |
| Industrials | - | - | 1.05 |
| Basic Materials | - | - | 1.24 |
| Communication Services | - | - | 2.46 |
| Healthcare | - | - | 0.69 |
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