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) | ₹9851 Cr | ₹3212 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 | -0.76% | 0.48% |
| 6 Month | 0.98% | 2.04% |
| 1 Year | 6.52% | 7.48% |
| 3 Year | 9.67% | 11.06% |
| 5 Year | 9.37% | - |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.26% | 0.78% |
| 1 Year | 3.31% | 4.61% |
| 3 Year | 7.38% | 9.03% |
| 5 Year | 8.43% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.39% | 9.47% |
| 3 Year | 8.64% | 11.26% |
| 5 Year | 8.5% | - |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 3.08% | 3.33% |
| Sharp | 1.14% | 1.59% |
| Beta | 0.46% | 0.53% |
| Alpha | 1.47% | 3.02% |
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 | 77.09 | 86.46 |
| Large Cap | 8.02 | 10.1 |
| Mid Cap | 3.89 | 2.16 |
| Small Cap | 11.01 | 1.28 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 76.53 | 76.98 |
| Energy | 1.47 | 5.18 |
| Consumer Cyclical | 1.83 | 0.69 |
| Basic Materials | 5.4 | 0.93 |
| Industrials | 4.19 | 0.05 |
| Healthcare | 2.08 | - |
| Consumer Defensive | 1.92 | 1.99 |
| Financial Services | 6.6 | 2.02 |
| Communication Services | - | 0.32 |
| Real Estate | - | 9.25 |
| Technology | - | 0.6 |
| Utilities | - | 1.99 |
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