SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs ICICI Prudential Regular Savings Fund compare

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tortoise-icon ICICI Prudential Regular Savings Fund - 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 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 Moderately High Moderately High
Asset Size (Cr) ₹3336 Cr ₹27 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 10 Mar 2004 01 Mar 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 2.14
Manager Sharmila D'mello Dwijendra Srivastava
ISIN Code INF109K01902 INF903J01HB0
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Regular Savings Fund - Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month -0.38% -0.29%
6 Month 6.49% 5.69%
1 Year 14.35% 11.48%
3 Year 9.6% 6.39%
5 Year 9.6% 8.5%

SIP Return Analysis

Scheme Name ICICI Prudential Regular Savings Fund - Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year - 8.99%
3 Year - 8.62%
5 Year - 8.84%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Regular Savings Fund - Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 0.34% 7.64%
3 Year 0.11% 8.12%
5 Year 0.07% 7.37%

Risk Management

Scheme Name ICICI Prudential Regular Savings Fund - Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.12% 4.91%
Sharp 1.04% 0.48%
Beta 0.58% 0.7%
Alpha 2.59% 1.37%

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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
Fund Manage 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 77.08 79.6
Large Cap 14.68 20.4
Small Cap 5.32 -
Mid Cap 2.96 -

Sector Allocation

Scheme Name

ICICI Prudential Regular Savings Fund - Plan - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Financial 26.93 8.56
Others -4.48 25.17
Sovereign 38.6 53.42
Technology 1.27 1.62
Consumer Staples 2.18 1.75
Construction 14.89 2.12
Healthcare 5.2 1.98
Materials 0.77 0.75
Services 0.99 0.94
Insurance 2.2 -
Consumer Discretionary 1.16 -
Energy 3.07 2.26
Chemicals 0.6 -
Communication 4.47 1.43
Automobile 1.5 -
Textiles 0.06 -
Metals & Mining 0.34 -
Capital Goods 0.29 -

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