SBI Conservative Hybrid Fund vs Parag Parikh Conservative Hybrid Fund Regular 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) | ₹9953 Cr | ₹3097 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 | 0.43% | 0.39% |
| 6 Month | 2.99% | 2.34% |
| 1 Year | 5.99% | 7.48% |
| 3 Year | 9.77% | 11.19% |
| 5 Year | 9.98% | - |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.67% | 1.67% |
| 1 Year | 8.36% | 7.57% |
| 3 Year | 9.17% | 10.27% |
| 5 Year | 9.4% | - |
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% | 1.53% |
| Beta | 0.45% | 0.80% |
| Alpha | 1.8% | 2.72% |
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 | 75.87 | 87.02 |
| Large Cap | 10.92 | 10.08 |
| Small Cap | 10.51 | 0.8 |
| Mid Cap | 2.94 | 2.1 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 75.87 | 77.36 |
| Petroleum Products | 1.64 | - |
| Auto Components | 0.29 | - |
| Consumer Durables | 2.1 | - |
| Banks | 3.25 | - |
| Agricultural, Commercial & Construction Vehicles | 0.71 | - |
| Pharmaceuticals & Biotechnology | 1.75 | - |
| Cement & Cement Products | 0.84 | - |
| Ferrous Metals | 0.56 | - |
| Chemicals & Petrochemicals | 0.86 | - |
| Construction | 1.28 | - |
| Personal Products | 0.45 | - |
| Agricultural Food & other Products | 0.26 | - |
| Industrial Products | 4.07 | - |
| Insurance | 1.83 | - |
| Textiles & Apparels | 0.16 | - |
| Food Products | 1.37 | - |
| Capital Markets | 0.65 | - |
| Leisure Services | 0.5 | - |
| Finance | 1.8 | - |
| 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 |
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