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) ₹2288 Cr ₹28 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 26 May 2021 25 Jan 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 0.64 2.16
Manager Rajeev Thakkar Dwijendra Srivastava
ISIN Code INF879O01209 INF903J01HB0
Exits Load Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 0.26% 0.6%
6 Month 3.95% 3.44%
1 Year 12.9% 8.24%
3 Year 10.91% 6.68%
5 Year - 8.25%

SIP Return Analysis

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 9.34% 6.63%
3 Year 12.27% 8.17%
5 Year - 8.56%

Rolling Lumpsum Returns

Scheme Name Parag Parikh Conservative Hybrid Fund Regular - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 10.07% 7.64%
3 Year 11.36% 8.12%
5 Year - 7.37%

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 78.63
Large Cap 9.96 17.53
Mid Cap 5.07 2.83
Small Cap 0.78 0.98

Sector Allocation

Scheme Name

Parag Parikh Conservative Hybrid Fund Regular - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 48.15 78.63
Consumer Staples 1.99 -
Technology 0 -
Energy 5.86 -
Metals & Mining 1.47 -
Automobile 2.03 -
Financial 23.83 -
Sovereign 1.01 -
Construction 11.91 0.79
Capital Goods 1.02 -
Materials 2.22 -
Unclassified 0.51 -
Telecom - Services - 1.56
Petroleum Products - 2.13
IT - Software - 2.3
Banks - 6.45
Pharmaceuticals & Biotechnology - 1.19
Cement & Cement Products - 0.94
Power - 0.98
Diversified FMCG - 0.71
Agricultural Food & other Products - 0.46
Beverages - 1.01
Auto Components - 0.37
Automobiles - 0.97
Fertilizers & Agrochemicals - 0.52
Insurance - 0.54
Leisure Services - 0.42

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