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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) | ₹273 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 |
Trailing Lumpsum Returns
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.73% | 0.49% |
| 6 Month | 1.79% | 0.37% |
| 1 Year | 6.54% | 4.07% |
| 3 Year | 7.41% | 7.03% |
| 5 Year | 7.13% | 7.95% |
SIP Return Analysis
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.36% | 0.88% |
| 1 Year | 6.43% | 3.98% |
| 3 Year | 7.49% | 6.34% |
| 5 Year | 6.93% | 6.91% |
Rolling Lumpsum Returns
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.34% | 7.36% |
| 3 Year | 7.32% | 7.82% |
| 5 Year | 7.85% | 8.02% |
Risk Management
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.83% | 4.91% |
| Sharp | 0.4% | 0.36% |
| Beta | 0.52% | 0.81% |
| Alpha | -1.4% | -2.07% |
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 | 80.88 | 78.57 |
| Large Cap | 17.82 | 19.1 |
| Mid Cap | 0.84 | 2.33 |
| Small Cap | 0.45 | - |
Sector Allocation
| Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 80.42 | 78.57 |
| Energy | 2.09 | 3.08 |
| Technology | 2.12 | 2.31 |
| Industrials | 1.12 | 1.06 |
| Financial Services | 8.14 | 7.65 |
| Consumer Defensive | 0.85 | 0.53 |
| Healthcare | 1.5 | 0.67 |
| Consumer Cyclical | 1.25 | 1.82 |
| Basic Materials | 0.9 | 1.92 |
| Communication Services | 0.86 | 2.4 |
| Utilities | 0.76 | 0 |
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