Parag Parikh Conservative Hybrid Fund Regular vs Axis Regular Saver Fund compare
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Fund | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹271 Cr | ₹3028 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2010 | 26 May 2021 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 64.15% | % |
Expense Ratio | 2.2 | 0.65 |
Manager | Devang Shah | Rajeev Thakkar |
ISIN Code | INF846K01693 | INF879O01209 |
Exits Load | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
1 Month | 0.79% | 1.03% |
6 Month | 2.86% | 3.67% |
1 Year | 4.75% | 6.88% |
3 Year | 7.56% | 12.01% |
5 Year | 7.8% | - |
SIP Return Analysis
Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
6 Month | 0.76% | 1.59% |
1 Year | 6% | 8.38% |
3 Year | 7.33% | 10.91% |
5 Year | 6.8% | - |
Rolling Lumpsum Returns
Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
1 Year | 7.37% | 9.94% |
3 Year | 7.33% | 11.23% |
5 Year | 7.97% | - |
Risk Management
Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Standard Deviation | 3.58% | 3.09% |
Sharp | 0.12% | 1.54% |
Beta | 1.16% | 0.81% |
Alpha | -2.21% | 2.86% |
Fund Managers
Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Name | Devang Shah | Rajeev Thakkar |
Total AUM | ₹60014 Cr | ₹0 Cr |
Funds Managed | 15 | 5 |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Others | 81.39 | 86.54 |
Large Cap | 17.11 | 10.44 |
Mid Cap | 0.84 | 2.09 |
Small Cap | 0.65 | 0.93 |
Sector Allocation
Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Others | 80.85 | 77 |
Energy | 1.93 | 5.02 |
Technology | 2.14 | 0.02 |
Industrials | 0.98 | 0.04 |
Financial Services | 7.81 | 2.06 |
Consumer Defensive | 0.85 | 2.05 |
Healthcare | 1.46 | - |
Consumer Cyclical | 1.32 | 1.19 |
Basic Materials | 1.14 | 1.05 |
Communication Services | 0.79 | - |
Utilities | 0.74 | 2.04 |
Real Estate | - | 9.53 |
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