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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs SBI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9799 Cr | ₹21 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 23 Mar 2001 | 25 Jan 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 252% | 252% |
| Expense Ratio | 1.54 | 2.19 |
| Manager | Pradeep Kesavan | Dwijendra Srivastava |
| ISIN Code | INF200K01859 | INF903J01HB0 |
| Exits Load | SBI 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 | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.48% | -1.15% |
| 6 Month | 6.46% | 2.89% |
| 1 Year | 5.51% | 3.7% |
| 3 Year | 10.06% | 7.1% |
| 5 Year | 11.21% | 8.22% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.8% | -0.08% |
| 1 Year | 6.28% | 2.38% |
| 3 Year | 9.43% | 6.5% |
| 5 Year | 9.65% | 7.11% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.48% | 7.6% |
| 3 Year | 8.53% | 7.99% |
| 5 Year | 8.45% | 7.88% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.34% | 3.57% |
| Sharp | 1.09% | 0.31% |
| Beta | 0.97% | 1.13% |
| Alpha | 1.10% | -1.83% |
Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dwijendra Srivastava |
| Total AUM | ₹434274 Cr | ₹14140 Cr |
| Funds Managed | 43 | 14 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.02 | 78.77 |
| Large Cap | 8.01 | 18.89 |
| Small Cap | 8.8 | - |
| Mid Cap | 6.17 | 2.33 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.02 | 77.49 |
| Energy | 2.2 | 2.83 |
| Consumer Cyclical | 2.01 | 1.8 |
| Basic Materials | 3.68 | 1.93 |
| Financial Services | 7.56 | 8.24 |
| Industrials | 3.69 | 0.43 |
| Healthcare | 1.88 | 0.59 |
| Consumer Defensive | 1.95 | 1.08 |
| Technology | - | 2.2 |
| Utilities | - | 1.28 |
| Communication Services | - | 2.15 |
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