SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Parag Parikh Conservative Hybrid Fund Regular compare

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Parag Parikh Conservative Hybrid Fund Regular - Growth

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Sundaram Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2955 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

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.47%	0.67%
6 Month	5.05%	3.64%
1 Year	6.6%	2.44%
3 Year	11.17%	7.17%
5 Year	-	8.38%

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	0.81%	-0.1%
1 Year	6.61%	2.98%
3 Year	10.61%	6.41%
5 Year	-	6.98%

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	10.2%	7.6%
3 Year	11.25%	7.99%
5 Year	-	7.88%

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.31%	3.72%
Sharp	1.18%	0.03%
Beta	0.85%	1.16%
Alpha	2.39%	-1.84%

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

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	86.83	79.65
Large Cap	10.27	18.05
Mid Cap	2.06	2.3
Small Cap	0.84	-

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	77.63	78.35
Energy	4.9	2.71
Financial Services	1.98	7.44
Real Estate	9.2	-
Basic Materials	1.08	1.9
Consumer Defensive	2.07	0.95
Consumer Cyclical	1.09	1.95
Technology	0.02	2.19
Utilities	1.99	1.29
Industrials	0.04	0.43
Communication Services	-	2.15
Healthcare	-	0.63