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) | ₹107 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 | -0.49% | -1.14% |
6 Month | 4.59% | 3.33% |
1 Year | 3.68% | 3.62% |
3 Year | 6.94% | 7.15% |
5 Year | 6.55% | 8.3% |
SIP Return Analysis
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.35% | -0.08% |
1 Year | 3.44% | 2.38% |
3 Year | 7.03% | 6.5% |
5 Year | 6.33% | 7.11% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.35% | 7.6% |
3 Year | 7.24% | 7.99% |
5 Year | 7.48% | 7.88% |
Risk Management
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.76% | 3.57% |
Sharp | 0.14% | 0.31% |
Beta | 1.15% | 1.13% |
Alpha | -2.47% | -1.83% |
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 | 89.37 | 78.77 |
Large Cap | 9.27 | 18.89 |
Mid Cap | 1.36 | 2.33 |
Sector Allocation
Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 89.37 | 77.49 |
Financial Services | 2.33 | 8.24 |
Consumer Defensive | 0.93 | 1.08 |
Consumer Cyclical | 5.36 | 1.8 |
Technology | 2.01 | 2.2 |
Energy | - | 2.83 |
Industrials | - | 0.43 |
Basic Materials | - | 1.93 |
Utilities | - | 1.28 |
Communication Services | - | 2.15 |
Healthcare | - | 0.59 |
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