SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Axis Regular Saver Fund compare

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Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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Sundaram Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹271 Cr	₹21 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

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	1.41%	1.24%
6 Month	2.04%	0.46%
1 Year	6.01%	3.75%
3 Year	7.46%	7.31%
5 Year	7.69%	8.3%

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.07%	0.42%
1 Year	6.48%	3.77%
3 Year	7.54%	6.42%
5 Year	6.95%	6.97%

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	7.37%	7.53%
3 Year	7.33%	7.93%
5 Year	7.97%	7.95%

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.58%	3.62%
Sharp	0.12%	0.16%
Beta	1.16%	1.18%
Alpha	-2.21%	-2.13%

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

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	81.58	79.45
Large Cap	17.15	18.27
Mid Cap	0.81	2.28
Small Cap	0.46	-

Scheme Name	Axis Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	81.14	78.08
Energy	1.95	2.81
Technology	2.03	2.14
Industrials	1.02	0.44
Financial Services	7.9	7.54
Consumer Defensive	0.84	0.93
Healthcare	1.44	0.65
Consumer Cyclical	1.19	2.02
Basic Materials	0.92	1.86
Communication Services	0.79	2.16
Utilities	0.77	1.37