Axis Regular Saver Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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tortoise-icon Axis Regular Saver Fund - Regular Plan - Growth Option

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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 Axis Regular Saver Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund Axis Regular Saver 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) ₹390 Cr ₹28 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 16 Jul 2010 03 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 2.18 2.17
Manager Devang Shah Dwijendra Srivastava
ISIN Code INF846K01693 INF903J01HB0
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Axis Regular Saver Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 1.62% 1.81%
6 Month 5.42% 5.45%
1 Year 9.66% 10.86%
3 Year 6.54% 9.06%
5 Year 8.56% 8.42%

SIP Return Analysis

Scheme Name Axis Regular Saver Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 4.45% 4.59%
3 Year 10.56% 12.61%
5 Year 20.7% 23.66%

Rolling Lumpsum Returns

Scheme Name Axis Regular Saver Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 8.01% 8.28%
3 Year 17.33% 19.96%
5 Year 22.35% 25.47%

Risk Management

Scheme Name Axis Regular Saver Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.83% 4.91%
Sharp -0.08% 0.39%
Beta 0.73% 0.7%
Alpha -0.52% 1.75%

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Fund Managers

Scheme Name Axis Regular Saver Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name Devang Shah Dwijendra Srivastava
Total AUM ₹60014 Cr ₹14140 Cr
Fund Manage 15 14
Axis Regular Saver Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Market Cap

Scheme Name

Axis Regular Saver Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 76.64 79.6
Large Cap 17.86 20.4
Mid Cap 3.95 -
Small Cap 1.54 -

Sector Allocation

Scheme Name

Axis Regular Saver Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Sovereign 42.91 53.42
Financial 31.83 8.56
Automobile 7.01 -
Capital Goods 3.59 -
Others 3.66 25.17
Technology 3.88 1.62
Energy 1.53 2.26
Services 1.52 0.94
Chemicals 1.75 -
Healthcare 0.88 1.98
Consumer Staples 0.62 1.75
Insurance 0.41 -
Construction 0.4 2.12
Communication - 1.43
Materials - 0.75

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