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Axis Regular Saver Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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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 Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹267 Cr ₹27 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 16 Jul 2010 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 64.15% 252%
Expense Ratio 2.2 2.19
Manager Devang Shah Dwijendra Srivastava
ISIN Code INF846K01693 INF903J01HB0
Exits Load Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 1.82% 2.05%
6 Month 3.89% 3.28%
1 Year 10.25% 9.01%
3 Year 7.16% 7.96%
5 Year 9.3% 9.7%

SIP Return Analysis

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month 3.38% 3.14%
1 Year 8.25% 7.59%
3 Year 8.68% 8.78%
5 Year 7.74% 8.54%

Rolling Lumpsum Returns

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 7.4% 7.67%
3 Year 7.34% 7.96%
5 Year 7.81% 7.63%

Risk Management

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 4.135% 3.55%
Sharp -0.202% -0.011%
Beta 1.16% 1.006%
Alpha -1.912% -0.98%

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Fund Managers

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name Devang Shah Dwijendra Srivastava
Total AUM ₹60014 Cr ₹14140 Cr
Funds Managed 15 14
Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Market Cap

Scheme Name

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 78.03 81.82
Large Cap 20.05 16.41
Small Cap 1.13 0
Mid Cap 0.79 1.77

Sector Allocation

Scheme Name

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 78.03 81.72
Energy 1.82 2
Technology 2.74 2.38
Industrials 0.58 0.48
Financial Services 10.09 6.99
Consumer Defensive 0.72 1.53
Healthcare 1.69 0.43
Basic Materials 1.48 1.3
Consumer Cyclical 2.12 1.47
Communication Services 0.73 1.69

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