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

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SBI Conservative Hybrid Fund - Regular Plan - Growth

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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 Risk	Moderately High Risk
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

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month	-0.67%	-0.21%
6 Month	-0.89%	0.28%
1 Year	7.12%	5.22%
3 Year	8.89%	6.47%
5 Year	10.11%	7.67%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	-	-
1 Year	2.56%	2.75%
3 Year	8.92%	6.97%
5 Year	9.85%	7.72%

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%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation	3.373%	3.463%
Sharp	0.782%	0.074%
Beta	0.87%	1.001%
Alpha	1.395%	-1.111%

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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

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

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