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 | -0.24% | -0.24% | 0.19% |
| 6 Month | 1.51% | 1.51% | 1.06% |
| 1 Year | 5.11% | 5.11% | 3.3% |
| 3 Year | 9% | 9% | 6.85% |
| 5 Year | 8.02% | 8.02% | 7.74% |
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 | 0.68% | 0.68% | 0.95% |
| 1 Year | 5.99% | 5.99% | 4.22% |
| 3 Year | 8.43% | 8.43% | 6.15% |
| 5 Year | 8.29% | 8.29% | 6.74% |
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 | 9.14% | 9.14% | 7.35% |
| 3 Year | 8.44% | 8.44% | 7.82% |
| 5 Year | 8.82% | 8.82% | 8.01% |
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 | 3.46% | 3.46% | 3.55% |
| Sharp | 0.67% | 0.67% | 0.06% |
| Beta | 1.09% | 1.09% | 1.18% |
| Alpha | 0.01% | 0.01% | -2.26% |
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 | 76.2 | 76.2 | 78.57 |
| Large Cap | 17.3 | 17.3 | 19.1 |
| Small Cap | 3.82 | 3.82 | - |
| Mid Cap | 2.68 | 2.68 | 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 | 76.2 | 76.2 | 78.57 |
| Energy | 0.81 | 0.81 | 3.08 |
| Technology | 1.8 | 1.8 | 2.31 |
| Industrials | 3.13 | 3.13 | 1.06 |
| Consumer Defensive | 1.31 | 1.31 | 0.53 |
| Financial Services | 7.54 | 7.54 | 7.65 |
| Healthcare | 1.65 | 1.65 | 0.67 |
| Basic Materials | 1.32 | 1.32 | 1.92 |
| Consumer Cyclical | 3.34 | 3.34 | 1.82 |
| Communication Services | 1.28 | 1.28 | 2.4 |
| Utilities | 1.32 | 1.32 | 0 |
| Real Estate | 0.3 | 0.3 | - |
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