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 Moderately High Moderately High
Asset Size (Cr) ₹10076 Cr ₹28 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 1.12 2.16
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 0.5% 0.6%
6 Month 3.27% 3.44%
1 Year 11.58% 8.24%
3 Year 9.3% 6.68%
5 Year 11.18% 8.25%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 8.86% 6.63%
3 Year 10.95% 8.17%
5 Year 11.16% 8.56%

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 76.36 78.63
Large Cap 7.42 17.53
Small Cap 12.74 0.98
Mid Cap 3.48 2.83

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 76.36 78.63
Petroleum Products 0.49 2.13
IT - Software 2.08 2.3
Industrial Manufacturing 0.9 -
Capital Markets 1 -
Banks 3.41 6.45
Cement & Cement Products 0.55 0.94
Pharmaceuticals & Biotechnology 0.92 1.19
Auto Components 1.32 0.37
Consumer Durables 1.2 -
Chemicals & Petrochemicals 1.09 -
Transport Infrastructure 0.74 -
Personal Products 0.51 -
Agricultural Food & other Products 0.69 0.46
Industrial Products 2.91 -
Insurance 0.41 0.54
Diversified FMCG 0.36 0.71
Electrical Equipment 0.4 -
Construction 0.88 0.79
Finance 1.56 -
Textiles & Apparels 0.7 -
Transport Services 0.32 -
Food Products 0.73 -
Leisure Services 0.47 0.42
Telecom - Services - 1.56
Power - 0.98
Beverages - 1.01
Automobiles - 0.97
Fertilizers & Agrochemicals - 0.52

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