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)	₹9953 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	0.43%	0.77%
6 Month	2.99%	0.63%
1 Year	5.99%	3.37%
3 Year	9.77%	6.88%
5 Year	9.98%	7.88%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.67%	1.24%
1 Year	8.36%	4.65%
3 Year	9.17%	6.4%
5 Year	9.4%	6.91%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	8.43%	7.35%
3 Year	8.6%	7.82%
5 Year	8.49%	8.01%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.08%	4.91%
Sharp	1.2%	0.36%
Beta	0.44%	0.81%
Alpha	1.65%	-2.07%

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	75.87	78.57
Large Cap	10.92	19.09
Small Cap	10.51	-
Mid Cap	2.94	2.34

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	75.87	78.57
Petroleum Products	1.64	3.08
Auto Components	0.29	-
Consumer Durables	2.1	-
Banks	3.25	7.64
Agricultural, Commercial & Construction Vehicles	0.71	-
Pharmaceuticals & Biotechnology	1.75	0.67
Cement & Cement Products	0.84	1.36
Ferrous Metals	0.56	-
Chemicals & Petrochemicals	0.86	-
Construction	1.28	0.49
Personal Products	0.45	-
Agricultural Food & other Products	0.26	0.53
Industrial Products	4.07	-
Insurance	1.83	-
Textiles & Apparels	0.16	-
Food Products	1.37	-
Capital Markets	0.65	-
Leisure Services	0.5	0.58
Finance	1.8	-
IT - Software	-	2.31
Aerospace & Defense	-	0.57
Automobiles	-	1.24
Telecom - Services	-	2.4
Fertilizers & Agrochemicals	-	0.56