Axis Regular Saver Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
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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