SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs LIC MF CONSERVATIVE HYBRID FUND 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 Moderate Moderate Moderately High
Asset Size (Cr) ₹51 Cr ₹51 Cr ₹27 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹250
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 01 Jun 1998 01 Jun 1998 01 Mar 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 2.14
Manager Pratik Harish Shroff Pratik Harish Shroff Dwijendra Srivastava
ISIN Code INF767K01808 INF767K01808 INF903J01HB0
Exits Load Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365 Nil/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 1.8% 1.8% 0.72%
6 Month 6.57% 6.57% 5.42%
1 Year 10.61% 10.61% 11.21%
3 Year 5.78% 5.78% 8.97%
5 Year 7.18% 7.18% 9.1%

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 Year 4.27% 4.27% 4.59%
3 Year 9.68% 9.68% 12.61%
5 Year 16.96% 16.96% 23.66%

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 6.27% 6.27% 8.28%
3 Year 14.2% 14.2% 19.96%
5 Year 18.48% 18.48% 25.47%

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 -0.35% -0.35% 0.48%
Beta 0.67% 0.67% 0.7%
Alpha -1.74% -1.74% 1.37%

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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
Fund Manage 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 81.18 81.18 79.6
Large Cap 18.82 18.82 20.4

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 24.38 24.38 25.17
Sovereign 54.96 54.96 53.42
Energy 2.31 2.31 2.26
Technology 4.23 4.23 1.62
Consumer Staples 3.77 3.77 1.75
Financial 7.77 7.77 8.56
Automobile 2.58 2.58 -
Communication - - 1.43
Construction - - 2.12
Healthcare - - 1.98
Materials - - 0.75
Services - - 0.94

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