SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Parag Parikh Conservative Hybrid Fund Regular compare

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tortoise-icon Parag Parikh Conservative Hybrid Fund Regular - 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 Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹2033 Cr ₹27 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 05 May 2021 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 % 252%
Expense Ratio 0.63 2.14
Manager Rajeev Thakkar Dwijendra Srivastava
ISIN Code INF879O01209 INF903J01HB0
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 1.09% 0.72%
6 Month 7.43% 5.42%
1 Year 19.37% 11.21%
3 Year 11.9% 8.97%
5 Year - 9.1%

SIP Return Analysis

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 7.44% 4.59%
3 Year 20.11% 12.61%
5 Year 20.51% 23.66%

Rolling Lumpsum Returns

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 9.63% 8.28%
3 Year 21.51% 19.96%
5 Year 21.53% 25.47%

Risk Management

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.33% 4.91%
Sharp 1.45% 0.48%
Beta 0.48% 0.7%
Alpha 4.19% 1.37%

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Fund Managers

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name Rajeev Thakkar Dwijendra Srivastava
Total AUM ₹0 Cr ₹14140 Cr
Fund Manage 5 14
Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Market Cap

Scheme Name

Parag Parikh Conservative Hybrid Fund Regular - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 84.19 79.6
Large Cap 9.96 20.4
Mid Cap 5.07 -
Small Cap 0.78 -

Sector Allocation

Scheme Name

Parag Parikh Conservative Hybrid Fund Regular - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 48.15 25.17
Consumer Staples 1.99 1.75
Technology 0 1.62
Energy 5.86 2.26
Metals & Mining 1.47 -
Automobile 2.03 -
Financial 23.83 8.56
Sovereign 1.01 53.42
Construction 11.91 2.12
Capital Goods 1.02 -
Materials 2.22 0.75
Unclassified 0.51 -
Communication - 1.43
Healthcare - 1.98
Services - 0.94

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