SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Axis Regular Saver Fund 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) ₹299 Cr ₹28 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 2.16
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 0.39% 0.6%
6 Month 2.8% 3.44%
1 Year 7.69% 8.24%
3 Year 5.47% 6.68%
5 Year 8.04% 8.25%

SIP Return Analysis

Scheme Name Axis Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 6.37% 6.63%
3 Year 7.32% 8.17%
5 Year 7.43% 8.56%

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 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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