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)	₹3097 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	0.39%	0.77%
6 Month	2.34%	0.63%
1 Year	7.48%	3.37%
3 Year	11.19%	6.88%
5 Year	-	7.88%

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.41%	1.12%
1 Year	7.18%	4.19%
3 Year	10.24%	6.3%
5 Year	-	6.88%

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.94%	7.35%
3 Year	11.23%	7.82%
5 Year	-	8.01%

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.09%	4.91%
Sharp	1.53%	0.36%
Beta	0.80%	0.81%
Alpha	2.72%	-2.07%

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

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	87.02	78.57
Large Cap	10.08	19.09
Mid Cap	2.1	2.34
Small Cap	0.8	-

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	77.36	78.57
Energy	5.01	-
Financial Services	2.05	-
Real Estate	9.66	-
Basic Materials	0.98	-
Consumer Defensive	2.07	-
Consumer Cyclical	0.8	-
Technology	0.02	-
Utilities	2.01	-
Industrials	0.04	-
Petroleum Products	-	3.08
IT - Software	-	2.31
Construction	-	0.49
Banks	-	7.64
Cement & Cement Products	-	1.36
Aerospace & Defense	-	0.57
Automobiles	-	1.24
Agricultural Food & other Products	-	0.53
Telecom - Services	-	2.4
Pharmaceuticals & Biotechnology	-	0.67
Fertilizers & Agrochemicals	-	0.56
Leisure Services	-	0.58