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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) ₹2398 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 1.51% 1.15%
6 Month 5.46% 4.24%
1 Year 10.97% 8.77%
3 Year 12.18% 8.74%
5 Year - 9.85%

SIP Return Analysis

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month 3.87% 3.59%
1 Year 10.8% 8.75%
3 Year 12.8% 8.98%
5 Year - 8.62%

Rolling Lumpsum Returns

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 11.19% 7.67%
3 Year 11.19% 7.96%
5 Year - 7.63%

Risk Management

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.23% 3.55%
Sharp 1.412% -0.011%
Beta 0.76% 1.006%
Alpha 3.435% -0.98%

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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 88.04 81.82
Large Cap 8.04 16.41
Small Cap 1.71 0
Mid Cap 2.22 1.77

Sector Allocation

Scheme Name

Parag Parikh Conservative Hybrid Fund Regular - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 88.04 81.72
Energy 5.13 2
Financial Services 1.18 6.99
Basic Materials 1.07 1.3
Consumer Defensive 1.78 1.53
Consumer Cyclical 0.96 1.47
Technology 0.03 2.38
Utilities 1.77 -
Industrials 0.05 0.48
Communication Services - 1.69
Healthcare - 0.43

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