Canara Robeco Conservative Hybrid Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Fund | Canara Robeco 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) | ₹930 Cr | ₹27 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹250 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 03 Apr 2001 | 25 Jan 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 181% | 252% |
Expense Ratio | 1.85 | 2.19 |
Manager | Avnish Jain | Dwijendra Srivastava |
ISIN Code | INF760K01282 | INF903J01HB0 |
Exits Load | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Month | 1.53% | 2.3% |
6 Month | 2.25% | 3.34% |
1 Year | 9% | 9.01% |
3 Year | 8.23% | 8.11% |
5 Year | 9.59% | 9.6% |
SIP Return Analysis
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.39% | 3.14% |
1 Year | 6.58% | 7.59% |
3 Year | 9.16% | 8.78% |
5 Year | 8.39% | 8.54% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Year | 9.02% | 7.67% |
3 Year | 9.77% | 7.96% |
5 Year | 9.53% | 7.63% |
Risk Management
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.693% | 3.55% |
Sharp | 0.084% | -0.011% |
Beta | 1.025% | 1.006% |
Alpha | -0.653% | -0.98% |
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Fund Managers
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Name | Avnish Jain | Dwijendra Srivastava |
Total AUM | ₹15907 Cr | ₹14140 Cr |
Funds Managed | 11 | 14 |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Market Cap
Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 77.7 | 81.82 |
Large Cap | 13.59 | 16.41 |
Small Cap | 5.17 | 0 |
Mid Cap | 3.54 | 1.77 |
Sector Allocation
Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 77.7 | 81.72 |
Energy | 0.82 | 2 |
Technology | 1.35 | 2.38 |
Financial Services | 6.25 | 6.99 |
Industrials | 2.83 | 0.48 |
Healthcare | 2.11 | 0.43 |
Basic Materials | 1.5 | 1.3 |
Real Estate | 0.18 | - |
Consumer Cyclical | 3.44 | 1.47 |
Consumer Defensive | 1.88 | 1.53 |
Utilities | 0.9 | - |
Communication Services | 1.03 | 1.69 |
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