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 Moderately High Moderately High Moderately High
Asset Size (Cr) ₹50 Cr ₹50 Cr ₹28 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 2.16
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 -0.14% -0.14% -0.49%
6 Month 1.82% 1.82% 1.16%
1 Year 8.11% 8.11% 6.91%
3 Year 5.4% 5.4% 6.36%
5 Year 6.55% 6.55% 8.05%

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 6.34% 6.34% 4.46%
3 Year 7.02% 7.02% 7.45%
5 Year 6.51% 6.51% 8.06%

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 7.44% 7.44% 7.64%
3 Year 6.87% 6.87% 8.12%
5 Year 6.77% 6.77% 7.37%

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 -0.48% -0.48% 0.48%
Beta 0.71% 0.71% 0.7%
Alpha -1.97% -1.97% 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 79.94 79.94 78.63
Large Cap 20.07 20.07 17.53
Small Cap - - 0.98
Mid Cap - - 2.83

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 79.94 79.94 78.63
Petroleum Products 1.24 1.24 2.13
IT - Software 3.73 3.73 2.3
Diversified FMCG 2.15 2.15 0.71
Banks 9.41 9.41 6.45
Automobiles 1.81 1.81 0.97
Food Products 1.73 1.73 -
Telecom - Services - - 1.56
Construction - - 0.79
Pharmaceuticals & Biotechnology - - 1.19
Cement & Cement Products - - 0.94
Power - - 0.98
Agricultural Food & other Products - - 0.46
Beverages - - 1.01
Auto Components - - 0.37
Fertilizers & Agrochemicals - - 0.52
Insurance - - 0.54
Leisure Services - - 0.42

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