BANDHAN Regular Savings Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Fund | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹102 Cr | ₹21 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 25 Feb 2010 | 25 Jan 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative Index | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 78% | 252% |
Expense Ratio | 2.01 | 2.19 |
Manager | Harshal Joshi | Dwijendra Srivastava |
ISIN Code | INF194K01RW9 | INF903J01HB0 |
Exits Load | Bandhan Conservative Hybrid Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.58% | 0.62% |
6 Month | 4.25% | 2.23% |
1 Year | 3.91% | 2.78% |
3 Year | 7.67% | 7.51% |
5 Year | 6.4% | 8.25% |
SIP Return Analysis
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1% | 0.13% |
1 Year | 6.1% | 3.52% |
3 Year | 7.49% | 6.36% |
5 Year | 6.65% | 6.93% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.31% | 7.53% |
3 Year | 7.23% | 7.93% |
5 Year | 7.44% | 7.95% |
Risk Management
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.69% | 3.62% |
Sharp | 0.18% | 0.16% |
Beta | 1.16% | 1.18% |
Alpha | -1.99% | -2.13% |
Fund Managers
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Name | Harshal Joshi | Dwijendra Srivastava |
Total AUM | ₹42965 Cr | ₹14140 Cr |
Funds Managed | 20 | 14 |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 88.46 | 79.38 |
Large Cap | 9.89 | 18.29 |
Mid Cap | 1.65 | 2.32 |
Sector Allocation
Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 88.46 | 78.01 |
Financial Services | 2.29 | 7.54 |
Consumer Defensive | 0.93 | 0.95 |
Consumer Cyclical | 6.25 | 2 |
Technology | 2.08 | 2.22 |
Energy | - | 2.78 |
Industrials | - | 0.42 |
Basic Materials | - | 1.89 |
Utilities | - | 1.37 |
Communication Services | - | 2.16 |
Healthcare | - | 0.65 |
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