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

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Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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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 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)	₹273 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

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.85%	0.77%
6 Month	1.92%	0.63%
1 Year	5.75%	3.37%
3 Year	7.3%	6.88%
5 Year	7.01%	7.88%

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.77%	1.24%
1 Year	7.12%	4.65%
3 Year	7.57%	6.4%
5 Year	6.96%	6.91%

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	7.33%	7.35%
3 Year	7.32%	7.82%
5 Year	7.84%	8.01%

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.83%	4.91%
Sharp	0.42%	0.31%
Beta	0.53%	0.81%
Alpha	-1.09%	-1.91%

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

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	79.81	78.57
Large Cap	18.82	19.09
Mid Cap	0.96	2.34
Small Cap	0.45	-

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	79.81	78.57
Petroleum Products	2.09	3.08
IT - Software	2.12	2.31
Construction	1.12	0.49
Banks	6.26	7.64
Diversified FMCG	0.54	-
Pharmaceuticals & Biotechnology	1.5	0.67
Auto Components	0.33	-
Automobiles	0.58	1.24
Finance	1.85	-
Food Products	0.31	-
Fertilizers & Agrochemicals	0.9	0.56
Consumer Durables	0.34	-
Telecom - Services	0.86	2.4
Insurance	0.67	-
Power	0.76	-
Cement & Cement Products	-	1.36
Aerospace & Defense	-	0.57
Agricultural Food & other Products	-	0.53
Leisure Services	-	0.58