SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Canara Robeco Conservative Hybrid Fund compare

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tortoise-icon Canara Robeco 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 Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund Canara Robeco 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) ₹984 Cr ₹27 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 24 Apr 1988 01 Mar 2010
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI
Turn Over 181% 252%
Expense Ratio 1.82 2.14
Manager Avnish Jain Dwijendra Srivastava
ISIN Code INF760K01282 INF903J01HB0
Exits Load Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 1.06% 0.72%
6 Month 7.14% 5.42%
1 Year 13.3% 11.21%
3 Year 7.71% 8.97%
5 Year 9.85% 9.1%

SIP Return Analysis

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 5.32% 4.59%
3 Year 13.04% 12.61%
5 Year 23.98% 23.66%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 8.76% 8.28%
3 Year 19.74% 19.96%
5 Year 25.74% 25.47%

Risk Management

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.21% 4.91%
Sharp 0.33% 0.48%
Beta 0.65% 0.7%
Alpha 0.14% 1.37%

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Fund Managers

Scheme Name Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name Avnish Jain Dwijendra Srivastava
Total AUM ₹15907 Cr ₹14140 Cr
Fund Manage 11 14
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Market Cap

Scheme Name

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 76.67 79.6
Large Cap 15.24 20.4
Mid Cap 2.06 -
Small Cap 6.03 -

Sector Allocation

Scheme Name

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Sovereign 27.47 53.42
Others 5.56 25.17
Financial 48.1 8.56
Materials 2.57 0.75
Energy 2.43 2.26
Communication 1.13 1.43
Construction 2 2.12
Technology 2.04 1.62
Automobile 1.65 -
Consumer Staples 1.62 1.75
Healthcare 2.25 1.98
Services 0.59 0.94
Insurance 0.6 -
Chemicals 0.77 -
Capital Goods 0.53 -
Consumer Discretionary 0.38 -
Metals & Mining 0.31 -

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