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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Canara Robeco Conservative Hybrid Fund compare

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tortoise-icon Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon Sundaram Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹941 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 -0.27% 0.44%
6 Month 0.44% 0.51%
1 Year 3.27% 3%
3 Year 7.85% 6.78%
5 Year 7.5% 7.69%

SIP Return Analysis

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 0.53% 1.24%
1 Year 5.22% 4.65%
3 Year 7.56% 6.4%
5 Year 7.45% 6.91%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 8.8% 7.35%
3 Year 9.6% 7.82%
5 Year 9.51% 8.01%

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 78.19 78.57
Large Cap 13.4 19.1
Mid Cap 2.57 2.33
Small Cap 5.84 -

Sector Allocation

Scheme Name

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 76.66 78.57
Energy 0.87 3.08
Technology 1.56 2.31
Industrials 3.58 1.06
Healthcare 3.4 0.67
Financial Services 5.6 7.65
Real Estate 0.68 -
Consumer Defensive 2.98 0.53
Utilities 0.19 0
Consumer Cyclical 2.82 1.82
Basic Materials 0.97 1.92
Communication Services 0.69 2.4

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