ICICI Prudential Regular Savings Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan 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) | ₹3144 Cr | ₹27 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 | 2.71% | 3.08% |
6 Month | 2.4% | 2.15% |
1 Year | 9.93% | 8.88% |
3 Year | 9.56% | 7.66% |
5 Year | 10.76% | 9.63% |
SIP Return Analysis
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.36% | 2.75% |
1 Year | 7.45% | 7.14% |
3 Year | 10.55% | 8.51% |
5 Year | 9.89% | 8.4% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Year | 0.34% | 7.67% |
3 Year | 0.11% | 7.96% |
5 Year | 0.07% | 7.63% |
Risk Management
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.219% | 3.55% |
Sharp | 0.717% | -0.011% |
Beta | 0.857% | 1.006% |
Alpha | 1.47% | -0.98% |
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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 | 78.5 | 81.82 |
Large Cap | 12.31 | 16.41 |
Small Cap | 5.21 | 0 |
Mid Cap | 3.99 | 1.77 |
Sector Allocation
Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 78.5 | 81.72 |
Energy | 0.42 | 2 |
Technology | 0.52 | 2.38 |
Communication Services | 1.66 | 1.69 |
Healthcare | 3.13 | 0.43 |
Consumer Defensive | 1.87 | 1.53 |
Consumer Cyclical | 3.56 | 1.47 |
Financial Services | 6.59 | 6.99 |
Basic Materials | 2.42 | 1.3 |
Industrials | 0.55 | 0.48 |
Utilities | 0.79 | - |
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