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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Axis Regular Saver Fund 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 Risk | Moderately High Risk |
| 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 | 0.19% | -0.21% |
| 6 Month | 0.23% | 0.28% |
| 1 Year | 6.63% | 5.22% |
| 3 Year | 5.69% | 6.47% |
| 5 Year | 7.53% | 7.67% |
SIP Return Analysis
| Scheme Name | Axis Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.68% | 3.47% |
| 3 Year | 6.92% | 7.14% |
| 5 Year | 7% | 7.79% |
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 | 4.086% | 3.463% |
| Sharp | -0.153% | 0.074% |
| Beta | 1.172% | 1.001% |
| Alpha | -2.209% | -1.111% |
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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 | 77.44 | 78.63 |
| Large Cap | 18.78 | 17.53 |
| Small Cap | 1.48 | 0.98 |
| Mid Cap | 2.3 | 2.83 |
Sector Allocation
| Scheme Name |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 77.44 | 78.63 |
| Petroleum Products | 1.44 | 2.13 |
| IT - Software | 2.5 | 2.3 |
| Construction | 0.44 | 0.79 |
| Banks | 5.57 | 6.45 |
| Diversified FMCG | 0.45 | 0.71 |
| Pharmaceuticals & Biotechnology | 1.62 | 1.19 |
| Chemicals & Petrochemicals | 0.32 | - |
| Auto Components | 1.51 | 0.37 |
| Automobiles | 1.54 | 0.97 |
| Finance | 3.54 | - |
| Retailing | 0.41 | - |
| Food Products | 0.54 | - |
| Fertilizers & Agrochemicals | 1.26 | 0.52 |
| Telecom - Services | 0.44 | 1.56 |
| Insurance | 0.97 | 0.54 |
| Commercial Services & Supplies | 0.01 | - |
| Cement & Cement Products | - | 0.94 |
| Power | - | 0.98 |
| Agricultural Food & other Products | - | 0.46 |
| Beverages | - | 1.01 |
| Leisure Services | - | 0.42 |
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