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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) | ₹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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