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) | ₹105 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 | 1.49% | 0.67% |
6 Month | 5.18% | 3.64% |
1 Year | 3.42% | 2.44% |
3 Year | 7.45% | 7.17% |
5 Year | 6.61% | 8.38% |
SIP Return Analysis
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.04% | -0.1% |
1 Year | 5.64% | 2.98% |
3 Year | 7.49% | 6.41% |
5 Year | 6.6% | 6.98% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.35% | 7.6% |
3 Year | 7.24% | 7.99% |
5 Year | 7.48% | 7.88% |
Risk Management
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.80% | 3.72% |
Sharp | 0.02% | 0.03% |
Beta | 1.15% | 1.16% |
Alpha | -1.85% | -1.84% |
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 | 88.46 | 79.65 |
Large Cap | 9.89 | 18.05 |
Mid Cap | 1.65 | 2.3 |
Sector Allocation
Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 88.46 | 78.35 |
Financial Services | 2.29 | 7.44 |
Consumer Defensive | 0.93 | 0.95 |
Consumer Cyclical | 6.25 | 1.95 |
Technology | 2.08 | 2.19 |
Energy | - | 2.71 |
Industrials | - | 0.43 |
Basic Materials | - | 1.9 |
Utilities | - | 1.29 |
Communication Services | - | 2.15 |
Healthcare | - | 0.63 |
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