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) | ₹9761 Cr | ₹27 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 | 1.54% | 2.3% |
6 Month | 1.95% | 3.34% |
1 Year | 8.71% | 9.01% |
3 Year | 9.92% | 8.11% |
5 Year | 12.33% | 9.6% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.55% | 3.14% |
1 Year | 6.14% | 7.59% |
3 Year | 10.27% | 8.78% |
5 Year | 10.34% | 8.54% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Year | 8.51% | 7.67% |
3 Year | 8.46% | 7.96% |
5 Year | 8.38% | 7.63% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.514% | 3.55% |
Sharp | 0.648% | -0.011% |
Beta | 0.906% | 1.006% |
Alpha | 1.401% | -0.98% |
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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 | 79.59 | 81.82 |
Large Cap | 8.47 | 16.41 |
Small Cap | 9.61 | 0 |
Mid Cap | 2.32 | 1.77 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 79.59 | 81.72 |
Energy | 0.47 | 2 |
Technology | 2.54 | 2.38 |
Industrials | 3.51 | 0.48 |
Financial Services | 7.63 | 6.99 |
Healthcare | 0.74 | 0.43 |
Consumer Cyclical | 2.57 | 1.47 |
Basic Materials | 1.26 | 1.3 |
Consumer Defensive | 1.68 | 1.53 |
Communication Services | - | 1.69 |
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