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) | ₹205 Cr | ₹205 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 | 0.1% | 0.1% | 0.28% |
| 6 Month | 2.15% | 2.15% | 0.01% |
| 1 Year | 7.31% | 7.31% | 4.55% |
| 3 Year | 9.34% | 9.34% | 7.1% |
| 5 Year | 8.33% | 8.33% | 7.88% |
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 | 1.06% | 1.06% | 0.74% |
| 1 Year | 6.94% | 6.94% | 3.93% |
| 3 Year | 8.96% | 8.96% | 6.28% |
| 5 Year | 8.57% | 8.57% | 6.86% |
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 | 9.16% | 9.16% | 7.38% |
| 3 Year | 8.44% | 8.44% | 7.85% |
| 5 Year | 8.83% | 8.83% | 8.04% |
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 | 3.49% | 3.49% | 3.59% |
| Sharp | 0.77% | 0.77% | 0.13% |
| Beta | 1.09% | 1.09% | 1.17% |
| Alpha | 0.04% | 0.04% | -2.37% |
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 | 76.65 | 76.65 | 78.57 |
| Large Cap | 16.97 | 16.97 | 19.1 |
| Small Cap | 3.81 | 3.81 | - |
| Mid Cap | 2.57 | 2.57 | 2.33 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 76.65 | 76.65 | 78.57 |
| Energy | 0.8 | 0.8 | 3.08 |
| Technology | 1.76 | 1.76 | 2.31 |
| Industrials | 2.88 | 2.88 | 1.06 |
| Consumer Defensive | 1.31 | 1.31 | 0.53 |
| Financial Services | 7.51 | 7.51 | 7.65 |
| Healthcare | 1.66 | 1.66 | 0.67 |
| Basic Materials | 1.37 | 1.37 | 1.92 |
| Consumer Cyclical | 3.31 | 3.31 | 1.82 |
| Communication Services | 1.24 | 1.24 | 2.4 |
| Utilities | 1.35 | 1.35 | 0 |
| Real Estate | 0.17 | 0.17 | - |
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