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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) | ₹9643 Cr | ₹27 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 | 1.14% | 0.16% |
| 6 Month | 4.52% | 3.36% |
| 1 Year | 6.9% | 5.91% |
| 3 Year | 11.43% | 8.73% |
| 5 Year | 11.77% | 8.84% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.06% | 2.44% |
| 1 Year | 9.17% | 6.66% |
| 3 Year | 10.66% | 8.09% |
| 5 Year | 10.43% | 8.08% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.51% | 7.65% |
| 3 Year | 8.5% | 7.91% |
| 5 Year | 8.43% | 7.78% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.57% | 3.66% |
| Sharp | 1.11% | 0.50% |
| Beta | 1.00% | 1.10% |
| Alpha | 0.72% | -1.71% |
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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 | 76.88 | 80.38 |
| Large Cap | 11.49 | 17.68 |
| Small Cap | 8.75 | - |
| Mid Cap | 2.88 | 1.93 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 76.88 | 79.31 |
| Energy | 2.45 | 2.37 |
| Technology | 1.23 | 2.2 |
| Basic Materials | 3.55 | 1.43 |
| Financial Services | 7.92 | 7.86 |
| Healthcare | 0.56 | 0.45 |
| Consumer Cyclical | 2.33 | 1.46 |
| Consumer Defensive | 1.75 | 1.61 |
| Industrials | 3.32 | 0.53 |
| Communication Services | - | 1.81 |
| Utilities | - | 0.96 |
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