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 | ₹27 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 | 0.96% | 0.96% | 0.16% |
6 Month | 4.45% | 4.45% | 3.36% |
1 Year | 8.24% | 8.24% | 5.91% |
3 Year | 11.01% | 11.01% | 8.73% |
5 Year | 9.46% | 9.46% | 8.84% |
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 | 3.88% | 3.88% | 2.44% |
1 Year | 9.88% | 9.88% | 6.66% |
3 Year | 10.73% | 10.73% | 8.09% |
5 Year | 9.51% | 9.51% | 8.08% |
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 | 9.27% | 9.27% | 7.65% |
3 Year | 8.39% | 8.39% | 7.91% |
5 Year | 8.8% | 8.8% | 7.78% |
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 | 3.71% | 3.71% | 3.66% |
Sharp | 0.97% | 0.97% | 0.50% |
Beta | 1.08% | 1.08% | 1.10% |
Alpha | 0.11% | 0.11% | -1.71% |
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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 | 76.01 | 76.01 | 80.38 |
Large Cap | 17.31 | 17.31 | 17.68 |
Small Cap | 4.35 | 4.35 | - |
Mid Cap | 2.33 | 2.33 | 1.93 |
Sector Allocation
Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|---|
Others | 76.01 | 76.01 | 79.31 |
Energy | 0.77 | 0.77 | 2.37 |
Technology | 2.26 | 2.26 | 2.2 |
Industrials | 2.59 | 2.59 | 0.53 |
Consumer Defensive | 1.23 | 1.23 | 1.61 |
Financial Services | 7.8 | 7.8 | 7.86 |
Healthcare | 1.68 | 1.68 | 0.45 |
Basic Materials | 0.97 | 0.97 | 1.43 |
Communication Services | 1.26 | 1.26 | 1.81 |
Utilities | 1.12 | 1.12 | 0.96 |
Consumer Cyclical | 4.03 | 4.03 | 1.46 |
Real Estate | 0.28 | 0.28 | - |
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