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) | ₹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 | 2.31% | 2.31% | 3.08% |
6 Month | 1.17% | 1.17% | 2.15% |
1 Year | 8.56% | 8.56% | 8.88% |
3 Year | 6.11% | 6.11% | 7.66% |
5 Year | 7.21% | 7.21% | 9.63% |
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 | 1.35% | 1.35% | 2.75% |
1 Year | 4.96% | 4.96% | 7.14% |
3 Year | 7.1% | 7.1% | 8.51% |
5 Year | 6.38% | 6.38% | 8.4% |
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 | -0.45% | -0.45% | -0.011% |
Beta | 0.7% | 0.7% | 1.006% |
Alpha | -2.48% | -2.48% | -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 | 81.84 | 81.84 | 81.82 |
Large Cap | 14.75 | 14.75 | 16.41 |
Small Cap | 3.41 | 3.41 | 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 | 81.84 | 81.84 | 81.72 |
Energy | 2.63 | 2.63 | 2 |
Technology | 3.39 | 3.39 | 2.38 |
Consumer Defensive | 1.45 | 1.45 | 1.53 |
Financial Services | 6.8 | 6.8 | 6.99 |
Consumer Cyclical | 0.48 | 0.48 | 1.47 |
Basic Materials | 3.41 | 3.41 | 1.3 |
Communication Services | - | - | 1.69 |
Industrials | - | - | 0.48 |
Healthcare | - | - | 0.43 |
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