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Compare Sundaram Conservative Hybrid Fund vs ICICI Prudential Regular Savings Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹250 | ₹100 |
Expense Ratio | 1.85 | 1.72 |
NAV | ₹29.84 | ₹77.72 |
Fund Started | 25 Jan 2010 | 16 Feb 2004 |
Fund Size | ₹20.57 Cr | ₹3375.92 Cr |
Exit Load | - | Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year |
Risk
Moderate
High
Rating
2.0
4.0
Min SIP Amount
₹250
₹100
Expense Ratio
1.85
1.72
NAV
₹29.84
₹77.72
Fund Started
25 Jan 2010
16 Feb 2004
Fund Size
₹20.57 Cr
₹3375.92 Cr
Exit Load
-
Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year
Returns
1 Year | 4.28% | 8.61% |
3 Year | 6.99% | 10.14% |
5 Year | 7.87% | 9.44% |
1 Year
4.28%
8.61%
3 Year
6.99%
10.14%
5 Year
7.87%
9.44%
Holding Analysis
Equity | 21.43% | 21.83% |
Cash | 48.95% | 9.61% |
Equity
21.43%
21.83%
Cash
48.95%
9.61%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 3.19% |
Bharti Airtel Ltd. | 2.40% |
Reliance Industries Ltd. | 2.39% |
ICICI Bank Ltd. | 2.22% |
Infosys Ltd. | 1.26% |
State Bank of India | 1.18% |
HCL Technologies Ltd. | 1.05% |
Ultratech Cement Ltd. | 0.73% |
Bharat Petroleum Corporation Ltd. | 0.69% |
Bajaj Auto Ltd. | 0.69% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 1.48% |
SBI Life Insurance Company Ltd. | 1.38% |
Maruti Suzuki India Ltd. | 1.00% |
HDFC Bank Ltd. | 1.00% |
Infosys Ltd. | 0.96% |
Axis Bank Ltd. | 0.91% |
NTPC Ltd. | 0.90% |
HDFC Life Insurance Co Ltd. | 0.90% |
Sun Pharmaceutical Industries Ltd. | 0.89% |
Hindustan Unilever Ltd. | 0.88% |
Fund Manager
Name | Dwijendra Srivastava | Ritesh Lunawat |
Start Date | 02 Jul 2025 | 28 Dec 2020 |
Name
Dwijendra Srivastava
Ritesh Lunawat
Start Date
02 Jul 2025
28 Dec 2020
About Fund
Description | The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. | The scheme seeks to generate long-term capital appreciation by investments in money market and debt instruments. |
Launch Date | 25 Jan 2010 | 16 Feb 2004 |
Description
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
The scheme seeks to generate long-term capital appreciation by investments in money market and debt instruments.
Launch Date
25 Jan 2010
16 Feb 2004