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) | ₹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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