SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Parag Parikh Conservative Hybrid Fund Regular compare
Parag Parikh Conservative Hybrid Fund Regular - Growth
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
| 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 |
| 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% |
| 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% |
| Scheme Name | Parag Parikh Conservative Hybrid Fund Regular - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.96% | 7.6% |
| 3 Year | 11.36% | 8.12% |
| 5 Year | - | 7.43% |
| 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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| 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 |
| 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 | - |
| 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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