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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - 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 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 1.43% 0.75%
6 Month 4.03% 4.46%
1 Year 9.04% 8.81%
3 Year 10.97% 8.77%
5 Year 12.82% 9.84%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month 3.41% 3.59%
1 Year 7.47% 8.75%
3 Year 10.57% 8.98%
5 Year 10.43% 8.62%

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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