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) | ₹276 Cr | ₹2955 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 | 0.35% | 0.42% |
6 Month | 4.8% | 5% |
1 Year | 3.76% | 6.59% |
3 Year | 6.81% | 11.1% |
5 Year | 7.76% | - |
SIP Return Analysis
Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
6 Month | 0.69% | 0.81% |
1 Year | 5.57% | 6.61% |
3 Year | 7.33% | 10.61% |
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 | 7.41% | 10.2% |
3 Year | 7.35% | 11.25% |
5 Year | 8.03% | - |
Risk Management
Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Standard Deviation | 3.67% | 3.31% |
Sharp | -0.02% | 1.18% |
Beta | 1.13% | 0.85% |
Alpha | -1.97% | 2.39% |
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 | 81.14 | 86.89 |
Large Cap | 17.29 | 10.23 |
Mid Cap | 0.83 | 2.04 |
Small Cap | 0.74 | 0.84 |
Sector Allocation
Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Others | 80.59 | 78.05 |
Energy | 2.08 | 4.94 |
Technology | 2.03 | 0.02 |
Industrials | 0.99 | 0.05 |
Financial Services | 7.8 | 1.98 |
Consumer Defensive | 0.79 | 1.97 |
Healthcare | 1.56 | - |
Consumer Cyclical | 1.42 | 1.09 |
Basic Materials | 1.22 | 1.05 |
Communication Services | 0.76 | - |
Utilities | 0.75 | 2.01 |
Real Estate | - | 8.84 |
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