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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs SBI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9761 Cr | ₹27 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 23 Mar 2001 | 25 Jan 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 252% | 252% |
| Expense Ratio | 1.54 | 2.19 |
| Manager | Pradeep Kesavan | Dwijendra Srivastava |
| ISIN Code | INF200K01859 | INF903J01HB0 |
| Exits Load | SBI 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 | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.71% | 2.56% |
| 6 Month | -0.52% | -0.1% |
| 1 Year | 8.57% | 6.51% |
| 3 Year | 9.55% | 7.06% |
| 5 Year | 12.51% | 9.73% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.73% | 1.06% |
| 1 Year | 3.9% | 4.47% |
| 3 Year | 9.68% | 7.79% |
| 5 Year | 10.11% | 8.04% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.51% | 7.67% |
| 3 Year | 8.46% | 7.96% |
| 5 Year | 8.38% | 7.63% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.514% | 3.55% |
| Sharp | 0.648% | -0.011% |
| Beta | 0.906% | 1.006% |
| Alpha | 1.401% | -0.98% |
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Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dwijendra Srivastava |
| Total AUM | ₹434274 Cr | ₹14140 Cr |
| Funds Managed | 43 | 14 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 79.59 | 81.82 |
| Large Cap | 8.47 | 16.41 |
| Small Cap | 9.61 | 0 |
| Mid Cap | 2.32 | 1.77 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 79.59 | 81.72 |
| Energy | 0.47 | 2 |
| Technology | 2.54 | 2.38 |
| Industrials | 3.51 | 0.48 |
| Financial Services | 7.63 | 6.99 |
| Healthcare | 0.74 | 0.43 |
| Consumer Cyclical | 2.57 | 1.47 |
| Basic Materials | 1.26 | 1.3 |
| Consumer Defensive | 1.68 | 1.53 |
| Communication Services | - | 1.69 |
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