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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) | ₹2881 Cr | ₹21 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 | -0.06% | -1.26% |
| 6 Month | 5.44% | 2.88% |
| 1 Year | 7.32% | 4.01% |
| 3 Year | 11.25% | 7.16% |
| 5 Year | - | 8.28% |
SIP Return Analysis
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | -0.08% |
| 1 Year | 7.32% | 2.38% |
| 3 Year | 11.11% | 6.5% |
| 5 Year | - | 7.11% |
Rolling Lumpsum Returns
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.2% | 7.6% |
| 3 Year | 11.25% | 7.99% |
| 5 Year | - | 7.88% |
Risk Management
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.22% | 3.57% |
| Sharp | 1.49% | 0.31% |
| Beta | 0.84% | 1.13% |
| Alpha | 2.57% | -1.83% |
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 | 87.75 | 78.77 |
| Large Cap | 9.29 | 18.89 |
| Mid Cap | 2.05 | 2.33 |
| Small Cap | 0.91 | - |
Sector Allocation
| Scheme Name |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.71 | 77.49 |
| Energy | 4.91 | 2.83 |
| Financial Services | 1.07 | 8.24 |
| Real Estate | 9.04 | - |
| Basic Materials | 1.07 | 1.93 |
| Consumer Defensive | 1.99 | 1.08 |
| Consumer Cyclical | 1.16 | 1.8 |
| Technology | 0.02 | 2.2 |
| Utilities | 1.98 | 1.28 |
| Industrials | 0.05 | 0.43 |
| Communication Services | - | 2.15 |
| Healthcare | - | 0.59 |
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