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

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SBI Conservative Hybrid Fund - Regular Plan - Growth

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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)	₹9859 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

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.51%	0.59%
6 Month	5.19%	1.94%
1 Year	4.87%	2.91%
3 Year	10.21%	7.58%
5 Year	11.06%	8.27%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.52%	0.13%
1 Year	7.95%	3.52%
3 Year	9.39%	6.36%
5 Year	9.54%	6.93%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	8.45%	7.53%
3 Year	8.55%	7.93%
5 Year	8.47%	7.95%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.34%	3.62%
Sharp	0.94%	0.16%
Beta	1.00%	1.18%
Alpha	0.81%	-2.13%

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

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	77.95	79.38
Large Cap	8.91	18.29
Small Cap	9.04	-
Mid Cap	4.1	2.32

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	77.1	78.01
Energy	2.2	2.78
Consumer Cyclical	1.82	2
Basic Materials	3.62	1.89
Financial Services	6.44	7.54
Industrials	5.21	0.42
Healthcare	1.75	0.65
Consumer Defensive	1.85	0.95
Technology	-	2.22
Utilities	-	1.37
Communication Services	-	2.16