SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - 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 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 High Moderately High
Asset Size (Cr) ₹9995 Cr ₹27 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 25 Mar 2001 01 Mar 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 1.11 2.14
Manager Pradeep Kesavan Dwijendra Srivastava
ISIN Code INF200K01859 INF903J01HB0
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month -0.38% -0.29%
6 Month 7.12% 5.69%
1 Year 14.35% 11.48%
3 Year 9.08% 6.39%
5 Year 11.28% 8.5%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 12.03% 8.99%
3 Year 11.7% 8.62%
5 Year 11.62% 8.84%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 8.46% 7.64%
3 Year 8.42% 8.12%
5 Year 8.34% 7.37%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.08% 4.91%
Sharp 1.21% 0.48%
Beta 0.52% 0.7%
Alpha 3.14% 1.37%

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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
Fund Manage 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 76.19 79.6
Large Cap 8.2 20.4
Small Cap 10.74 -
Mid Cap 4.87 -

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 17.61 25.17
Sovereign 13.86 53.42
Energy 5.32 2.26
Technology 2.03 1.62
Metals & Mining 2.21 -
Construction 7.85 2.12
Financial 28.03 8.56
Services 1.84 0.94
Materials 1.29 0.75
Healthcare 0.6 1.98
Automobile 1.17 -
Consumer Discretionary 1.42 -
Chemicals 1.06 -
Consumer Staples 1.74 1.75
Communication 7.75 1.43
Insurance 0.57 -
Capital Goods 5.19 -
Textiles 0.46 -

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