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

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tortoise-icon Parag Parikh Conservative Hybrid Fund Regular - Growth

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tortoise-icon 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) ₹2720 Cr ₹27 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 0.04% 0.16%
6 Month 4.95% 3.36%
1 Year 9.07% 5.91%
3 Year 12.2% 8.73%
5 Year - 8.84%

SIP Return Analysis

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 2.62% 2.44%
1 Year 8.73% 6.66%
3 Year 11.87% 8.09%
5 Year - 8.08%

Rolling Lumpsum Returns

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 10.45% 7.65%
3 Year 11.18% 7.91%
5 Year - 7.78%

Risk Management

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.23% 3.62%
Sharp 1.63% 0.53%
Beta 0.81% 1.11%
Alpha 2.49% -1.82%

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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 87.51 80.38
Large Cap 9.5 17.68
Mid Cap 2.07 1.93
Small Cap 0.92 -

Sector Allocation

Scheme Name

Parag Parikh Conservative Hybrid Fund Regular - Growth

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 78.33 79.31
Energy 5.06 2.37
Financial Services 1.19 7.86
Real Estate 9.18 -
Basic Materials 1.05 1.43
Consumer Defensive 1.96 1.61
Consumer Cyclical 1.2 1.46
Technology 0.02 2.2
Utilities 1.96 0.96
Industrials 0.05 0.53
Communication Services - 1.81
Healthcare - 0.45

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