SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Canara Robeco Conservative Hybrid Fund compare
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Canara Robeco 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) | ₹931 Cr | ₹21 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 03 Apr 2001 | 25 Jan 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 181% | 252% |
| Expense Ratio | 1.85 | 2.19 |
| Manager | Avnish Jain | Dwijendra Srivastava |
| ISIN Code | INF760K01282 | INF903J01HB0 |
| Exits Load | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.47% | 0.05% |
| 6 Month | 1.24% | 1.33% |
| 1 Year | 3.78% | 3.79% |
| 3 Year | 7.84% | 6.85% |
| 5 Year | 7.41% | 7.68% |
SIP Return Analysis
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.24% | 0.66% |
| 1 Year | 3.5% | 3.41% |
| 3 Year | 7.07% | 6.03% |
| 5 Year | 7.2% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.77% | 7.33% |
| 3 Year | 9.59% | 7.79% |
| 5 Year | 9.51% | 7.99% |
Risk Management
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.21% | 4.91% |
| Sharp | 0.62% | 0.31% |
| Beta | 0.75% | 0.81% |
| Alpha | -0.61% | -1.91% |
Fund Managers
| Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Avnish Jain | Dwijendra Srivastava |
| Total AUM | ₹15907 Cr | ₹14140 Cr |
| Funds Managed | 11 | 14 |
| Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.9 | 78.29 |
| Large Cap | 13.42 | 19.37 |
| Mid Cap | 2.01 | 2.33 |
| Small Cap | 5.66 | - |
Sector Allocation
| Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.37 | 78.29 |
| Energy | 0.92 | 3.22 |
| Technology | 1.67 | 2.99 |
| Industrials | 3.23 | 1.05 |
| Healthcare | 3.42 | 0.69 |
| Financial Services | 5.74 | 7.64 |
| Real Estate | 0.65 | - |
| Consumer Defensive | 2.96 | 0.52 |
| Utilities | 0.19 | - |
| Consumer Cyclical | 2.25 | 1.89 |
| Basic Materials | 0.9 | 1.24 |
| Communication Services | 0.7 | 2.46 |
Top Comparisons
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns17.54%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns9.73%
WhiteOak Capital Mid Cap Fund Regular Plan Growth
3Y Returns25.06%
Kotak Midcap Fund - Growth
3Y Returns20.62%
ICICI Prudential Smallcap Fund - Growth
3Y Returns15.82%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns23.79%
ICICI Prudential Flexicap Fund - Growth
3Y Returns18.95%
Quant Flexi Cap Fund-Growth
3Y Returns14.82%