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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) | ₹3168 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 | 0.21% | 0.19% |
| 6 Month | 2.2% | 1.06% |
| 1 Year | 7.18% | 3.3% |
| 3 Year | 11.13% | 6.85% |
| 5 Year | - | 7.74% |
SIP Return Analysis
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.29% | 0.95% |
| 1 Year | 6.99% | 4.22% |
| 3 Year | 10% | 6.15% |
| 5 Year | - | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.94% | 7.35% |
| 3 Year | 11.23% | 7.82% |
| 5 Year | - | 8.01% |
Risk Management
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.09% | 3.55% |
| Sharp | 1.37% | 0.06% |
| Beta | 0.80% | 1.18% |
| Alpha | 2.50% | -2.26% |
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 | 87.04 | 78.57 |
| Large Cap | 10.08 | 19.1 |
| Mid Cap | 2.08 | 2.33 |
| Small Cap | 0.8 | - |
Sector Allocation
| Scheme Name |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.73 | 78.57 |
| Energy | 5.04 | 3.08 |
| Financial Services | 2.01 | 7.65 |
| Real Estate | 9.31 | - |
| Basic Materials | 0.96 | 1.92 |
| Communication Services | 0.08 | 2.4 |
| Consumer Defensive | 2.02 | 0.53 |
| Consumer Cyclical | 0.8 | 1.82 |
| Technology | 0.02 | 2.31 |
| Utilities | 2 | 0 |
| Industrials | 0.04 | 1.06 |
| Healthcare | - | 0.67 |
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