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) | ₹102 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 | 0.9% | 0.7% |
| 6 Month | 2.01% | 0.15% |
| 1 Year | 5.3% | 3.42% |
| 3 Year | 7.85% | 7.45% |
| 5 Year | 6.48% | 8.24% |
SIP Return Analysis
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.2% | 0.48% |
| 1 Year | 6.61% | 4.06% |
| 3 Year | 7.69% | 6.52% |
| 5 Year | 6.79% | 7.05% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.31% | 7.53% |
| 3 Year | 7.23% | 7.93% |
| 5 Year | 7.44% | 7.95% |
Risk Management
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.69% | 3.62% |
| Sharp | 0.18% | 0.16% |
| Beta | 1.16% | 1.18% |
| Alpha | -1.99% | -2.13% |
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 | 88.15 | 79.45 |
| Large Cap | 10.12 | 18.27 |
| Mid Cap | 1.73 | 2.28 |
Sector Allocation
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 88.15 | 78.08 |
| Financial Services | 2.52 | 7.54 |
| Consumer Defensive | 0.9 | 0.93 |
| Consumer Cyclical | 6.41 | 2.02 |
| Technology | 2.01 | 2.14 |
| Energy | - | 2.81 |
| Industrials | - | 0.44 |
| Basic Materials | - | 1.86 |
| Utilities | - | 1.37 |
| Communication Services | - | 2.16 |
| Healthcare | - | 0.65 |
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