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Axis Regular Saver Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹271 Cr | ₹21 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 16 Jul 2010 | 25 Jan 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 64.15% | 252% |
| Expense Ratio | 2.2 | 2.19 |
| Manager | Devang Shah | Dwijendra Srivastava |
| ISIN Code | INF846K01693 | INF903J01HB0 |
| Exits Load | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.79% | 0.74% |
| 6 Month | 2.86% | 1.48% |
| 1 Year | 4.75% | 2.89% |
| 3 Year | 7.56% | 7.61% |
| 5 Year | 7.8% | 8.36% |
SIP Return Analysis
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.76% | 0.13% |
| 1 Year | 6% | 3.52% |
| 3 Year | 7.33% | 6.36% |
| 5 Year | 6.8% | 6.93% |
Rolling Lumpsum Returns
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.37% | 7.53% |
| 3 Year | 7.33% | 7.93% |
| 5 Year | 7.97% | 7.95% |
Risk Management
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.58% | 3.62% |
| Sharp | 0.12% | 0.16% |
| Beta | 1.16% | 1.18% |
| Alpha | -2.21% | -2.13% |
Fund Managers
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Devang Shah | Dwijendra Srivastava |
| Total AUM | ₹60014 Cr | ₹14140 Cr |
| Funds Managed | 15 | 14 |
| Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 81.39 | 79.38 |
| Large Cap | 17.11 | 18.29 |
| Mid Cap | 0.84 | 2.32 |
| Small Cap | 0.65 | - |
Sector Allocation
| Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 80.85 | 78.01 |
| Energy | 1.93 | 2.78 |
| Technology | 2.14 | 2.22 |
| Industrials | 0.98 | 0.42 |
| Financial Services | 7.81 | 7.54 |
| Consumer Defensive | 0.85 | 0.95 |
| Healthcare | 1.46 | 0.65 |
| Consumer Cyclical | 1.32 | 2 |
| Basic Materials | 1.14 | 1.89 |
| Communication Services | 0.79 | 2.16 |
| Utilities | 0.74 | 1.37 |
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