SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs BANDHAN Regular Savings Fund compare
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | BANDHAN 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) | ₹103 Cr | ₹21 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Feb 2010 | 25 Jan 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative Index | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 78% | 252% |
| Expense Ratio | 2.01 | 2.19 |
| Manager | Harshal Joshi | Dwijendra Srivastava |
| ISIN Code | INF194K01RW9 | INF903J01HB0 |
| Exits Load | Bandhan Conservative Hybrid Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.7% | 0.55% |
| 6 Month | 2.53% | 1.29% |
| 1 Year | 6.57% | 4.41% |
| 3 Year | 8.13% | 7.25% |
| 5 Year | 6.04% | 7.77% |
SIP Return Analysis
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.22% | 0.66% |
| 1 Year | 5.82% | 3.41% |
| 3 Year | 7.31% | 6.03% |
| 5 Year | 6.7% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.23% | 7.33% |
| 3 Year | 7.28% | 7.79% |
| 5 Year | 7.4% | 7.99% |
Risk Management
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.71% | 4.91% |
| Sharp | 0.26% | 0.31% |
| Beta | 1.20% | 0.81% |
| Alpha | -1.54% | -1.91% |
Fund Managers
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harshal Joshi | Dwijendra Srivastava |
| Total AUM | ₹42965 Cr | ₹14140 Cr |
| Funds Managed | 20 | 14 |
| BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 87.42 | 78.29 |
| Large Cap | 10.82 | 19.37 |
| Mid Cap | 1.75 | 2.33 |
Sector Allocation
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 87.42 | 78.29 |
| Financial Services | 2.71 | 7.64 |
| Consumer Defensive | 0.88 | 0.52 |
| Consumer Cyclical | 6.82 | 1.89 |
| Technology | 2.17 | 2.99 |
| Energy | - | 3.22 |
| Industrials | - | 1.05 |
| Basic Materials | - | 1.24 |
| Communication Services | - | 2.46 |
| Healthcare | - | 0.69 |
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