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) | ₹203 Cr | ₹203 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 | 0.77% | 0.77% | 0.67% |
6 Month | 6.53% | 6.53% | 3.64% |
1 Year | 5.41% | 5.41% | 2.44% |
3 Year | 9.61% | 9.61% | 7.17% |
5 Year | 9.07% | 9.07% | 8.38% |
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 | 1.19% | 1.19% | -0.1% |
1 Year | 6.95% | 6.95% | 2.98% |
3 Year | 9.33% | 9.33% | 6.41% |
5 Year | 8.71% | 8.71% | 6.98% |
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 | 3.56% | 3.56% | 3.72% |
Sharp | 0.67% | 0.67% | 0.03% |
Beta | 1.07% | 1.07% | 1.16% |
Alpha | 0.58% | 0.58% | -1.84% |
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 | 76.51 | 76.51 | 79.65 |
Large Cap | 16.62 | 16.62 | 18.05 |
Mid Cap | 2.66 | 2.66 | 2.3 |
Small Cap | 4.22 | 4.22 | - |
Sector Allocation
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Others | 76.51 | 76.51 | 78.35 |
Energy | 0.74 | 0.74 | 2.71 |
Technology | 1.74 | 1.74 | 2.19 |
Industrials | 2.62 | 2.62 | 0.43 |
Consumer Defensive | 1.25 | 1.25 | 0.95 |
Financial Services | 7.15 | 7.15 | 7.44 |
Healthcare | 1.73 | 1.73 | 0.63 |
Basic Materials | 1.31 | 1.31 | 1.9 |
Consumer Cyclical | 4.17 | 4.17 | 1.95 |
Communication Services | 1.27 | 1.27 | 2.15 |
Utilities | 1.24 | 1.24 | 1.29 |
Real Estate | 0.27 | 0.27 | - |
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