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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Parag Parikh Conservative Hybrid Fund Regular compare
Parag Parikh Conservative Hybrid Fund Regular - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3028 Cr | ₹21 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 26 May 2021 | 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 | % | 252% |
| Expense Ratio | 0.65 | 2.19 |
| Manager | Rajeev Thakkar | Dwijendra Srivastava |
| ISIN Code | INF879O01209 | INF903J01HB0 |
| Exits Load | Parag Parikh 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 | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.33% | 0.74% |
| 6 Month | 3.33% | 0.16% |
| 1 Year | 7.54% | 3.41% |
| 3 Year | 11.95% | 7.43% |
| 5 Year | - | 8.22% |
SIP Return Analysis
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.73% | 0.42% |
| 1 Year | 8.46% | 3.77% |
| 3 Year | 10.94% | 6.42% |
| 5 Year | - | 6.97% |
Rolling Lumpsum Returns
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.94% | 7.53% |
| 3 Year | 11.23% | 7.93% |
| 5 Year | - | 7.95% |
Risk Management
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.09% | 3.62% |
| Sharp | 1.54% | 0.16% |
| Beta | 0.81% | 1.18% |
| Alpha | 2.86% | -2.13% |
Fund Managers
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rajeev Thakkar | Dwijendra Srivastava |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 5 | 14 |
| Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 90.11 | 79.45 |
| Large Cap | 7 | 18.27 |
| Mid Cap | 2.05 | 2.28 |
| Small Cap | 0.85 | - |
Sector Allocation
| Scheme Name |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 80.33 | 78.08 |
| Energy | 4.05 | 2.81 |
| Financial Services | 1.04 | 7.54 |
| Real Estate | 9.78 | - |
| Basic Materials | 0 | 1.86 |
| Consumer Defensive | 1.98 | 0.93 |
| Consumer Cyclical | 0.85 | 2.02 |
| Technology | 0 | 2.14 |
| Utilities | 1.98 | 1.37 |
| Industrials | 0 | 0.44 |
| Communication Services | - | 2.16 |
| Healthcare | - | 0.65 |
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