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 | 0.79% | 0.79% | 0.78% |
| 6 Month | 3.2% | 3.2% | 0.1% |
| 1 Year | 6.88% | 6.88% | 3.81% |
| 3 Year | 9.61% | 9.61% | 7.19% |
| 5 Year | 8.82% | 8.82% | 8.2% |
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 | 1.36% | 1.36% | 0.49% |
| 1 Year | 7.28% | 7.28% | 3.51% |
| 3 Year | 9.16% | 9.16% | 6.24% |
| 5 Year | 8.7% | 8.7% | 6.85% |
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 | 9.22% | 9.22% | 7.53% |
| 3 Year | 8.45% | 8.45% | 7.93% |
| 5 Year | 8.85% | 8.85% | 7.95% |
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 | 77.05 | 77.05 | 79.45 |
| Large Cap | 16.44 | 16.44 | 18.27 |
| Mid Cap | 2.63 | 2.63 | 2.28 |
| Small Cap | 3.88 | 3.88 | - |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 77.05 | 77.05 | 78.08 |
| Energy | 0.74 | 0.74 | 2.81 |
| Technology | 1.68 | 1.68 | 2.14 |
| Industrials | 2.66 | 2.66 | 0.44 |
| Consumer Defensive | 1.22 | 1.22 | 0.93 |
| Financial Services | 7.28 | 7.28 | 7.54 |
| Healthcare | 1.64 | 1.64 | 0.65 |
| Basic Materials | 1.31 | 1.31 | 1.86 |
| Consumer Cyclical | 3.58 | 3.58 | 2.02 |
| Communication Services | 1.27 | 1.27 | 2.16 |
| Utilities | 1.32 | 1.32 | 1.37 |
| Real Estate | 0.26 | 0.26 | - |
Top Comparisons
360 ONE Focused Fund Regular-Growth
3Y Returns15.94%
Quant Focused Fund-Growth
3Y Returns14.18%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.85%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns10.12%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.27%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.45%