Franklin India Debt Hybrid Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹204 Cr | ₹204 Cr | ₹21 Cr |
Min Investment | ₹10000 | ₹10000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 | ₹500 |
Launch Date | 28 Sep 2000 | 28 Sep 2000 | 25 Jan 2010 |
Category | Conservative | Conservative | Conservative |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 24.24% | 49% | 252% |
Expense Ratio | 1.4 | 1.4 | 2.19 |
Manager | Sandeep Manam | Sandeep Manam | Dwijendra Srivastava |
ISIN Code | INF090I01EA7 | INF090I01EA7 | INF903J01HB0 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -0.34% | -0.34% | -1.24% |
6 Month | 5.59% | 5.59% | 2.81% |
1 Year | 6.25% | 6.25% | 3.73% |
3 Year | 9.4% | 9.4% | 7% |
5 Year | 8.97% | 8.97% | 8.21% |
SIP Return Analysis
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 1.64% | 1.64% | -0.08% |
1 Year | 6.66% | 6.66% | 2.38% |
3 Year | 9.47% | 9.47% | 6.5% |
5 Year | 8.8% | 8.8% | 7.11% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.24% | 9.24% | 7.6% |
3 Year | 8.42% | 8.42% | 7.99% |
5 Year | 8.83% | 8.83% | 7.88% |
Risk Management
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 3.44% | 3.44% | 3.57% |
Sharp | 0.95% | 0.95% | 0.31% |
Beta | 1.05% | 1.05% | 1.13% |
Alpha | 0.55% | 0.55% | -1.83% |
Fund Managers
Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Name | Sandeep Manam | Sandeep Manam | Dwijendra Srivastava |
Total AUM | ₹74256 Cr | ₹74256 Cr | ₹14140 Cr |
Funds Managed | 20 | 20 | 14 |
Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Others | 76.48 | 76.48 | 78.77 |
Large Cap | 16.59 | 16.59 | 18.89 |
Mid Cap | 2.63 | 2.63 | 2.33 |
Small Cap | 4.29 | 4.29 | - |
Sector Allocation
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Others | 76.48 | 76.48 | 77.49 |
Energy | 0.75 | 0.75 | 2.83 |
Technology | 1.76 | 1.76 | 2.2 |
Industrials | 2.62 | 2.62 | 0.43 |
Consumer Defensive | 1.23 | 1.23 | 1.08 |
Financial Services | 7.49 | 7.49 | 8.24 |
Healthcare | 1.71 | 1.71 | 0.59 |
Basic Materials | 1.27 | 1.27 | 1.93 |
Communication Services | 1.29 | 1.29 | 2.15 |
Utilities | 1.3 | 1.3 | 1.28 |
Consumer Cyclical | 3.83 | 3.83 | 1.8 |
Real Estate | 0.28 | 0.28 | - |
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