Parag Parikh Conservative Hybrid Fund Regular vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Parag Parikh Conservative Hybrid Fund Regular - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Fund | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹2720 Cr | ₹27 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹250 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 26 May 2021 | 25 Jan 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | % | 252% |
Expense Ratio | 0.65 | 2.19 |
Manager | Rajeev Thakkar | Dwijendra Srivastava |
ISIN Code | INF879O01209 | INF903J01HB0 |
Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.16% | -0.12% |
6 Month | 5.31% | 3.35% |
1 Year | 9.55% | 6.05% |
3 Year | 12.34% | 8.71% |
5 Year | - | 8.97% |
SIP Return Analysis
Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.06% | 2.32% |
1 Year | 9.37% | 6.2% |
3 Year | 12.24% | 8.12% |
5 Year | - | 8.11% |
Rolling Lumpsum Returns
Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.45% | 7.65% |
3 Year | 11.18% | 7.91% |
5 Year | - | 7.78% |
Risk Management
Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.28% | 3.66% |
Sharp | 1.58% | 0.50% |
Beta | 0.81% | 1.10% |
Alpha | 2.53% | -1.71% |
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Fund Managers
Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Name | Rajeev Thakkar | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Funds Managed | 5 | 14 |
Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 88.04 | 81.82 |
Large Cap | 8.04 | 16.41 |
Small Cap | 1.71 | 0 |
Mid Cap | 2.22 | 1.77 |
Sector Allocation
Scheme Name |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 88.04 | 81.72 |
Energy | 5.13 | 2 |
Financial Services | 1.18 | 6.99 |
Basic Materials | 1.07 | 1.3 |
Consumer Defensive | 1.78 | 1.53 |
Consumer Cyclical | 0.96 | 1.47 |
Technology | 0.03 | 2.38 |
Utilities | 1.77 | - |
Industrials | 0.05 | 0.48 |
Communication Services | - | 1.69 |
Healthcare | - | 0.43 |
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