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) ₹334 Cr ₹27 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 16 Jul 2010 01 Mar 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 2.18 2.14
Manager Devang Shah Dwijendra Srivastava
ISIN Code INF846K01693 INF903J01HB0
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month -0.99% -0.87%
6 Month 4.54% 4.35%
1 Year 9.64% 10.27%
3 Year 5.24% 6.28%
5 Year 8.05% 8.28%

SIP Return Analysis

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 9.19% 8.99%
3 Year 7.92% 8.62%
5 Year 7.87% 8.84%

Rolling Lumpsum Returns

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 7.33% 7.64%
3 Year 7.39% 8.12%
5 Year 7.62% 7.37%

Risk Management

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.83% 4.91%
Sharp - 0.48%
Beta 0.77% 0.7%
Alpha -1.12% 1.37%

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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
Fund Manage 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 76.64 79.6
Large Cap 17.86 20.4
Small Cap 1.54 -
Mid Cap 3.95 -

Sector Allocation

Scheme Name

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 3.66 25.17
Sovereign 42.91 53.42
Energy 1.53 2.26
Technology 3.88 1.62
Construction 0.4 2.12
Financial 31.83 8.56
Consumer Staples 0.62 1.75
Healthcare 0.88 1.98
Chemicals 1.75 -
Automobile 7.01 -
Services 1.52 0.94
Capital Goods 3.59 -
Insurance 0.41 -
Communication - 1.43
Materials - 0.75

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