Parag Parikh Conservative Hybrid Fund Regular vs SBI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9977 Cr | ₹3168 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Mar 2001 | 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 | 252% | % |
| Expense Ratio | 1.54 | 0.65 |
| Manager | Pradeep Kesavan | Rajeev Thakkar |
| ISIN Code | INF200K01859 | INF879O01209 |
| Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.51% | - |
| 6 Month | 2.87% | 2.15% |
| 1 Year | 5.52% | 6.84% |
| 3 Year | 9.67% | 11.04% |
| 5 Year | 9.8% | - |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.09% | 1.29% |
| 1 Year | 7.49% | 6.99% |
| 3 Year | 8.79% | 10% |
| 5 Year | 9.15% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.43% | 9.94% |
| 3 Year | 8.6% | 11.23% |
| 5 Year | 8.49% | - |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 3.08% | 3.09% |
| Sharp | 1.19% | 1.37% |
| Beta | 0.45% | 0.80% |
| Alpha | 1.8% | 2.50% |
Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rajeev Thakkar |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 5 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 76.05 | 87.04 |
| Large Cap | 9.92 | 10.08 |
| Small Cap | 10.1 | 0.8 |
| Mid Cap | 3.93 | 2.08 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 76.03 | 77.73 |
| Energy | 1.4 | 5.04 |
| Consumer Cyclical | 1.07 | 0.8 |
| Basic Materials | 5.36 | 0.96 |
| Financial Services | 7.69 | 2.01 |
| Industrials | 4.18 | 0.04 |
| Healthcare | 2.15 | - |
| Consumer Defensive | 2.12 | 2.02 |
| Real Estate | - | 9.31 |
| Communication Services | - | 0.08 |
| Technology | - | 0.02 |
| Utilities | - | 2 |
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