- 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 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) | ₹2953 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 | -0.9% | -1.42% |
| 6 Month | 4.49% | 3.13% |
| 1 Year | 5.77% | 2.31% |
| 3 Year | 10.91% | 7% |
| 5 Year | - | 8.07% |
SIP Return Analysis
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.44% | -1.23% |
| 1 Year | 5.5% | 0.76% |
| 3 Year | 10.49% | 5.94% |
| 5 Year | - | 6.76% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.22% | 3.57% |
| Sharp | 1.49% | 0.31% |
| Beta | 0.84% | 1.13% |
| Alpha | 2.57% | -1.83% |
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 | 87.75 | 78.77 |
| Large Cap | 9.29 | 18.89 |
| Mid Cap | 2.05 | 2.33 |
| Small Cap | 0.91 | - |
Sector Allocation
| Scheme Name |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.71 | 77.49 |
| Energy | 4.91 | 2.83 |
| Financial Services | 1.07 | 8.24 |
| Real Estate | 9.04 | - |
| Basic Materials | 1.07 | 1.93 |
| Consumer Defensive | 1.99 | 1.08 |
| Consumer Cyclical | 1.16 | 1.8 |
| Technology | 0.02 | 2.2 |
| Utilities | 1.98 | 1.28 |
| Industrials | 0.05 | 0.43 |
| Communication Services | - | 2.15 |
| Healthcare | - | 0.59 |
Top Comparisons
ICICI Prudential Focused Equity Fund - Growth
3Y Returns22.2%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns14.63%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.36%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.43%
360 ONE Liquid Fund Regular-Growth
3Y Returns6.83%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.97%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns16.99%
