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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) | ₹235 Cr | ₹20 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 | -0.87% | -0.85% |
| 6 Month | 0.8% | 0.13% |
| 1 Year | 6.02% | 4% |
| 3 Year | 7.49% | 7% |
| 5 Year | 6.57% | 7.44% |
SIP Return Analysis
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.06% | 0.05% |
| 1 Year | 2.53% | 1.3% |
| 3 Year | 6.14% | 5.17% |
| 5 Year | 6.21% | 6.18% |
Rolling Lumpsum Returns
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.29% | 7.31% |
| 3 Year | 7.33% | 7.75% |
| 5 Year | 7.81% | 7.97% |
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 | 0.47% | 0.36% |
| Beta | 0.53% | 0.8% |
| Alpha | -1.11% | -1.71% |
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 | 78.93 | 77.68 |
| Large Cap | 20.08 | 19.98 |
| Mid Cap | 0.98 | 2.34 |
Sector Allocation
| Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.63 | 77.68 |
| Energy | 2.58 | 3.37 |
| Technology | 2.84 | 3.12 |
| Industrials | 1.31 | 1.06 |
| Financial Services | 7.87 | 7.79 |
| Consumer Defensive | 1.2 | 0.57 |
| Healthcare | 2.03 | 0.69 |
| Consumer Cyclical | 1.34 | 1.92 |
| Communication Services | 0.93 | 2.54 |
| Basic Materials | 0.41 | 1.26 |
| Utilities | 0.86 | - |
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