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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Axis Regular Saver Fund compare
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹283 Cr | ₹27 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 16 Jul 2010 | 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 | 64.15% | 252% |
| Expense Ratio | 2.2 | 2.19 |
| Manager | Devang Shah | Dwijendra Srivastava |
| ISIN Code | INF846K01693 | INF903J01HB0 |
| Exits Load | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.18% | -0.12% |
| 6 Month | 5.04% | 3.35% |
| 1 Year | 7.5% | 6.05% |
| 3 Year | 8.81% | 8.71% |
| 5 Year | 8.61% | 8.97% |
SIP Return Analysis
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.09% | 2.32% |
| 1 Year | 8.28% | 6.2% |
| 3 Year | 8.65% | 8.12% |
| 5 Year | 7.67% | 8.11% |
Rolling Lumpsum Returns
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.43% | 7.65% |
| 3 Year | 7.31% | 7.91% |
| 5 Year | 7.91% | 7.78% |
Risk Management
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.11% | 3.66% |
| Sharp | 0.36% | 0.50% |
| Beta | 1.22% | 1.10% |
| Alpha | -2.46% | -1.71% |
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Fund Managers
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Devang Shah | Dwijendra Srivastava |
| Total AUM | ₹60014 Cr | ₹14140 Cr |
| Funds Managed | 15 | 14 |
| Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.03 | 81.82 |
| Large Cap | 20.05 | 16.41 |
| Small Cap | 1.13 | 0 |
| Mid Cap | 0.79 | 1.77 |
Sector Allocation
| Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.03 | 81.72 |
| Energy | 1.82 | 2 |
| Technology | 2.74 | 2.38 |
| Industrials | 0.58 | 0.48 |
| Financial Services | 10.09 | 6.99 |
| Consumer Defensive | 0.72 | 1.53 |
| Healthcare | 1.69 | 0.43 |
| Basic Materials | 1.48 | 1.3 |
| Consumer Cyclical | 2.12 | 1.47 |
| Communication Services | 0.73 | 1.69 |
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