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SBI Conservative Hybrid Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9859 Cr | ₹21 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 23 Mar 2001 | 25 Jan 2010 |
| 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% | 252% |
| Expense Ratio | 1.54 | 2.19 |
| Manager | Pradeep Kesavan | Dwijendra Srivastava |
| ISIN Code | INF200K01859 | INF903J01HB0 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.63% | 1.52% |
| 6 Month | 4.23% | 0.42% |
| 1 Year | 6.69% | 3.72% |
| 3 Year | 10.23% | 7.37% |
| 5 Year | 11.1% | 8.36% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 0.42% |
| 1 Year | 8.13% | 3.77% |
| 3 Year | 9.42% | 6.42% |
| 5 Year | 9.59% | 6.97% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.45% | 7.53% |
| 3 Year | 8.55% | 7.93% |
| 5 Year | 8.47% | 7.95% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.34% | 3.62% |
| Sharp | 0.94% | 0.16% |
| Beta | 1.00% | 1.18% |
| Alpha | 0.81% | -2.13% |
Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dwijendra Srivastava |
| Total AUM | ₹434274 Cr | ₹14140 Cr |
| Funds Managed | 43 | 14 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 76.48 | 79.45 |
| Large Cap | 8.96 | 18.27 |
| Small Cap | 10.61 | - |
| Mid Cap | 3.95 | 2.28 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 75.63 | 78.08 |
| Energy | 1.52 | 2.81 |
| Consumer Cyclical | 1.73 | 2.02 |
| Basic Materials | 5.63 | 1.86 |
| Financial Services | 6.78 | 7.54 |
| Industrials | 5.21 | 0.44 |
| Healthcare | 1.69 | 0.65 |
| Consumer Defensive | 1.82 | 0.93 |
| Technology | - | 2.14 |
| Utilities | - | 1.37 |
| Communication Services | - | 2.16 |
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