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)	₹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

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.24%	0.55%
6 Month	2.17%	1.29%
1 Year	7.26%	4.41%
3 Year	11.37%	7.25%
5 Year	-	7.77%

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	0.77%	0.66%
1 Year	5.61%	3.41%
3 Year	9.65%	6.03%
5 Year	-	6.72%

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.94%	7.33%
3 Year	11.23%	7.79%
5 Year	-	7.99%

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.09%	4.91%
Sharp	1.37%	0.31%
Beta	0.80%	0.81%
Alpha	2.50%	-1.91%

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	87.17	78.29
Large Cap	10.03	19.37
Mid Cap	2.06	2.33
Small Cap	0.73	-

Scheme Name	Parag Parikh Conservative Hybrid Fund Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	77.89	78.29
Energy	5	3.22
Financial Services	2.04	7.64
Real Estate	9.28	-
Basic Materials	0.93	1.24
Communication Services	0.08	2.46
Consumer Defensive	2.01	0.52
Consumer Cyclical	0.73	1.89
Technology	0.02	2.99
Utilities	1.97	-
Industrials	0.05	1.05
Healthcare	-	0.69