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) | ₹936 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 | 0.29% | 0.75% |
6 Month | 3.64% | 1.25% |
1 Year | 5.01% | 3.43% |
3 Year | 8.76% | 7.55% |
5 Year | 8.45% | 8.31% |
SIP Return Analysis
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.08% | 0.48% |
1 Year | 6.85% | 4.06% |
3 Year | 8.45% | 6.52% |
5 Year | 7.96% | 7.05% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.87% | 7.53% |
3 Year | 9.61% | 7.93% |
5 Year | 9.52% | 7.95% |
Risk Management
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.53% | 3.62% |
Sharp | 0.50% | 0.16% |
Beta | 1.10% | 1.18% |
Alpha | -0.79% | -2.13% |
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 | 78.51 | 79.45 |
Large Cap | 13.28 | 18.27 |
Mid Cap | 2.59 | 2.28 |
Small Cap | 5.62 | - |
Sector Allocation
Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 77.04 | 78.08 |
Energy | 0.8 | 2.81 |
Technology | 1.49 | 2.14 |
Industrials | 3.67 | 0.44 |
Healthcare | 3.43 | 0.65 |
Financial Services | 5.47 | 7.54 |
Basic Materials | 1.24 | 1.86 |
Real Estate | 0.19 | - |
Consumer Defensive | 2.97 | 0.93 |
Utilities | 0.19 | 1.37 |
Consumer Cyclical | 2.87 | 2.02 |
Communication Services | 0.64 | 2.16 |
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