SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Franklin India Debt Hybrid Fund compare

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tortoise-icon Franklin India Debt Hybrid Fund - Growth

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tortoise-icon Franklin India Debt Hybrid Fund - Growth

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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 Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹237 Cr ₹237 Cr ₹27 Cr
Min Investment ₹10000 ₹10000 ₹5000
Min SIP Invesment ₹500 ₹500 ₹250
Min Addl Investment ₹1000 ₹1000 ₹500
Launch Date 28 Sep 2000 28 Sep 2000 01 Mar 2010
Category Conservative Conservative Conservative
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI
Turn Over 24.24% 49% 252%
Expense Ratio 1.4 1.4 2.14
Manager Sandeep Manam Sandeep Manam Dwijendra Srivastava
ISIN Code INF090I01EA7 INF090I01EA7 INF903J01HB0
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 0.98% 0.98% 0.72%
6 Month 7.42% 7.42% 5.42%
1 Year 15.37% 15.37% 11.21%
3 Year 8.84% 8.84% 8.97%
5 Year 8.85% 8.85% 9.1%

SIP Return Analysis

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - - -
1 Year 6.46% 6.46% 4.59%
3 Year 15.89% 15.89% 12.61%
5 Year 25.34% 25.34% 23.66%

Rolling Lumpsum Returns

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 8.1% 8.1% 8.28%
3 Year 20.12% 20.12% 19.96%
5 Year 26.89% 26.89% 25.47%

Risk Management

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.4% 3.4% 4.91%
Sharp 0.6% 0.6% 0.48%
Beta 0.64% 0.64% 0.7%
Alpha 1.18% 1.18% 1.37%

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Fund Managers

Scheme Name Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name Sandeep Manam Sandeep Manam Dwijendra Srivastava
Total AUM ₹74256 Cr ₹74256 Cr ₹14140 Cr
Fund Manage 20 20 14
Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Debt Hybrid Fund - Growth

Franklin India Debt Hybrid Fund - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 76.98 76.98 79.6
Large Cap 18.21 18.21 20.4
Mid Cap 2.13 2.13 -
Small Cap 2.7 2.7 -

Sector Allocation

Scheme Name

Franklin India Debt Hybrid Fund - Growth

Franklin India Debt Hybrid Fund - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 3.71 3.71 25.17
Sovereign 24.55 24.55 53.42
Energy 2.42 2.42 2.26
Technology 2.19 2.19 1.62
Materials 0.47 0.47 0.75
Construction 1.44 1.44 2.12
Financial 49.95 49.95 8.56
Healthcare 1.59 1.59 1.98
Capital Goods 1.75 1.75 -
Metals & Mining 0.25 0.25 -
Services 2.69 2.69 0.94
Automobile 1.26 1.26 -
Consumer Staples 1.1 1.1 1.75
Consumer Discretionary 0.79 0.79 -
Communication 5.51 5.51 1.43
Insurance 0.35 0.35 -

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