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) | ₹950 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 | -0.4% | -1.42% |
6 Month | 6.44% | 3.13% |
1 Year | 4.97% | 2.31% |
3 Year | 8.42% | 7% |
5 Year | 8.39% | 8.07% |
SIP Return Analysis
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.88% | -1.23% |
1 Year | 5.49% | 0.76% |
3 Year | 8.36% | 5.94% |
5 Year | 7.91% | 6.76% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.94% | 7.6% |
3 Year | 9.64% | 7.99% |
5 Year | 9.53% | 7.88% |
Risk Management
Scheme Name | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.55% | 3.57% |
Sharp | 0.57% | 0.31% |
Beta | 1.09% | 1.13% |
Alpha | -0.79% | -1.83% |
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 | 79.37 | 78.77 |
Large Cap | 12.77 | 18.89 |
Mid Cap | 2.5 | 2.33 |
Small Cap | 5.35 | - |
Sector Allocation
Scheme Name |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 78.27 | 77.49 |
Energy | 0.8 | 2.83 |
Technology | 1.5 | 2.2 |
Industrials | 3.44 | 0.43 |
Healthcare | 3.2 | 0.59 |
Financial Services | 5.5 | 8.24 |
Basic Materials | 1.13 | 1.93 |
Real Estate | 0.19 | - |
Consumer Defensive | 2.81 | 1.08 |
Utilities | 0.19 | 1.28 |
Consumer Cyclical | 2.52 | 1.8 |
Communication Services | 0.44 | 2.15 |
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