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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Franklin India Debt Hybrid Fund compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹204 Cr | ₹204 Cr | ₹21 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹500 |
| Launch Date | 28 Sep 2000 | 28 Sep 2000 | 25 Jan 2010 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 24.24% | 49% | 252% |
| Expense Ratio | 1.4 | 1.4 | 2.19 |
| Manager | Sandeep Manam | Sandeep Manam | Dwijendra Srivastava |
| ISIN Code | INF090I01EA7 | INF090I01EA7 | INF903J01HB0 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.66% | 0.66% | 0.63% |
| 6 Month | 6.06% | 6.06% | 3.44% |
| 1 Year | 5.23% | 5.23% | 2.28% |
| 3 Year | 9.22% | 9.22% | 6.83% |
| 5 Year | 9.08% | 9.08% | 8.31% |
SIP Return Analysis
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 1.19% | 1.19% | -0.1% |
| 1 Year | 6.95% | 6.95% | 2.98% |
| 3 Year | 9.33% | 9.33% | 6.41% |
| 5 Year | 8.71% | 8.71% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 9.24% | 9.24% | 7.6% |
| 3 Year | 8.42% | 8.42% | 7.99% |
| 5 Year | 8.83% | 8.83% | 7.88% |
Risk Management
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 3.56% | 3.56% | 3.72% |
| Sharp | 0.67% | 0.67% | 0.03% |
| Beta | 1.07% | 1.07% | 1.16% |
| Alpha | 0.58% | 0.58% | -1.84% |
Fund Managers
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Sandeep Manam | Sandeep Manam | Dwijendra Srivastava |
| Total AUM | ₹74256 Cr | ₹74256 Cr | ₹14140 Cr |
| Funds Managed | 20 | 20 | 14 |
| Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 76.5 | 76.5 | 79.74 |
| Large Cap | 16.73 | 16.73 | 17.99 |
| Mid Cap | 2.69 | 2.69 | 2.28 |
| Small Cap | 4.08 | 4.08 | - |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 76.5 | 76.5 | 78.46 |
| Energy | 0.74 | 0.74 | 2.72 |
| Technology | 1.73 | 1.73 | 2.17 |
| Industrials | 2.64 | 2.64 | 0.43 |
| Consumer Defensive | 1.21 | 1.21 | 0.93 |
| Financial Services | 7.34 | 7.34 | 7.59 |
| Healthcare | 1.71 | 1.71 | 0.63 |
| Basic Materials | 1.29 | 1.29 | 1.86 |
| Consumer Cyclical | 4.02 | 4.02 | 1.82 |
| Communication Services | 1.25 | 1.25 | 2.11 |
| Utilities | 1.27 | 1.27 | 1.28 |
| Real Estate | 0.28 | 0.28 | - |
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