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

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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tortoise-icon 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) ₹50 Cr ₹50 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 1.42% 1.42% 2.92%
6 Month -0.38% -0.38% 0.29%
1 Year 7.13% 7.13% 7.11%
3 Year 5.63% 5.63% 7.18%
5 Year 7.15% 7.15% 9.8%

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 0.09% 0.09% 1.06%
1 Year 3.4% 3.4% 4.47%
3 Year 6.58% 6.58% 7.79%
5 Year 6.12% 6.12% 8.04%

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 7.49% 7.49% 7.67%
3 Year 6.84% 6.84% 7.96%
5 Year 6.76% 6.76% 7.63%

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% 3.55%
Sharp -0.24% -0.24% -0.011%
Beta 0.72% 0.72% 1.006%
Alpha -1.99% -1.99% -0.98%

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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 81.46 81.46 81.82
Large Cap 14.85 14.85 16.41
Small Cap 3.69 3.69 0
Mid Cap - - 1.77

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 81.46 81.46 81.72
Energy 2.54 2.54 2
Technology 3.63 3.63 2.38
Consumer Defensive 1.46 1.46 1.53
Financial Services 6.75 6.75 6.99
Consumer Cyclical 0.47 0.47 1.47
Basic Materials 3.69 3.69 1.3
Communication Services - - 1.69
Industrials - - 0.48
Healthcare - - 0.43

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