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 Risk | Moderately High Risk | Moderately High Risk |
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 | -0.26% | -0.26% | -0.21% |
6 Month | 0.98% | 0.98% | 0.28% |
1 Year | 6.59% | 6.59% | 5.22% |
3 Year | 5.54% | 5.54% | 6.47% |
5 Year | 6.07% | 6.07% | 7.67% |
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 | 4.37% | 4.37% | 2.75% |
3 Year | 6.58% | 6.58% | 6.97% |
5 Year | 6.23% | 6.23% | 7.72% |
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% | 3.463% |
Sharp | -0.28% | -0.28% | 0.074% |
Beta | 0.71% | 0.71% | 1.001% |
Alpha | -1.91% | -1.91% | -1.111% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns15.84%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns16.46%
Franklin India Bluechip Fund-Growth
3Y Returns10.54%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns12.74%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns6.15%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns5.99%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.18%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns5.93%