- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -0.26% | -0.26% | -1.15% |
| 6 Month | 5.5% | 5.5% | 2.89% |
| 1 Year | 6.26% | 6.26% | 3.7% |
| 3 Year | 9.54% | 9.54% | 7.1% |
| 5 Year | 9% | 9% | 8.22% |
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 | 1.64% | 1.64% | -0.08% |
| 1 Year | 6.66% | 6.66% | 2.38% |
| 3 Year | 9.47% | 9.47% | 6.5% |
| 5 Year | 8.8% | 8.8% | 7.11% |
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 | 3.44% | 3.44% | 3.57% |
| Sharp | 0.95% | 0.95% | 0.31% |
| Beta | 1.05% | 1.05% | 1.13% |
| Alpha | 0.55% | 0.55% | -1.83% |
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 | 76.48 | 76.48 | 78.77 |
| Large Cap | 16.59 | 16.59 | 18.89 |
| Mid Cap | 2.63 | 2.63 | 2.33 |
| Small Cap | 4.29 | 4.29 | - |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 76.48 | 76.48 | 77.49 |
| Energy | 0.75 | 0.75 | 2.83 |
| Technology | 1.76 | 1.76 | 2.2 |
| Industrials | 2.62 | 2.62 | 0.43 |
| Consumer Defensive | 1.23 | 1.23 | 1.08 |
| Financial Services | 7.49 | 7.49 | 8.24 |
| Healthcare | 1.71 | 1.71 | 0.59 |
| Basic Materials | 1.27 | 1.27 | 1.93 |
| Communication Services | 1.29 | 1.29 | 2.15 |
| Utilities | 1.3 | 1.3 | 1.28 |
| Consumer Cyclical | 3.83 | 3.83 | 1.8 |
| Real Estate | 0.28 | 0.28 | - |
Top Comparisons
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns16.12%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns16.74%
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns10.63%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns24.83%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
3Y Returns0%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns17.2%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns24.83%
