-
Mutual Funds
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Compare Mutual Funds
Comparing Sundaram Conservative Hybrid Fund vs Bank of India Conservative Hybrid FundComparing 2/4 funds
- Add Fund
- Add Fund
- VRO Rating
- Category,
Sub-category - conservative hybrid, hybrid
- conservative hybrid, hybrid
- Fund Age
- 12 yrs 3 m
- 12 yrs 4 m
- Fund Size
- ₹27 Crs
- ₹66 Crs
- 3 months
- 3.56%
- 1.11%
- 6 months
- 3.95%
- 0.94%
- 1 year
- 9.78%
- 4.92%
- 3 year
- 9.57%
- 8.17%
- 5 year
- 10.88%
- 13.03%
- Standard Deviation
- 3.78
- 4.01
- Sharpe
- 0.69
- 0.34
- Beta
- 0.88
- 0.85
- Sortino
- 1.35
- 0.52
- Alpha
- 0.16
- -1.01
- Top 3 sectors
- Financial (7.050000000000001%)
- Technology (2.1100000000000003%)
- Financial (4.95%)
- Energy (3.81%)
- Capital Goods (2.82%)
- Top 5 holdings
- GOI (61.099999999999994%)
- HDFC Bank Ltd. (2.87%)
- ICICI Bank Ltd. (2.09%)
- Bharti Airtel Ltd. (1.6%)
- HCL Technologies Ltd. (1.09%)
- GOI (21.0%)
- National Bank For Agriculture & Rural Development (7.65%)
- Indian Railway Finance Corporation Ltd. (7.63%)
- AU Small Finance Bank Ltd. (7.25%)
- Axis Bank Ltd. (7.09%)
- P/E Ratio
- 22.25
- 22.72
- P/B Ratio
- 3.39
- 3.1
- Equity%
- 18.668594%
- 19.64%
- Debt%
- 61.410036%
- 71.09%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.88%
- 7.03%
- Modified Duration
- 7.77 yrs
- 0.0 yrs
- Avg. Maturity
- 16.6 yrs
- 3.7 yrs
- Avg. Credit Quality
- Moderate (SOV)
- High (AAA)
- Expense Ratio
- 1.51%
- 1.28%
- Exit Load
- 0.0%
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 85+15 Conservative
- CRISIL Hybrid 85+15 Conservative
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹1000 & Lumpsum ₹10000
- Investment Horizon
- Good for Short Term
- Good for Short Term
- Managed By
- Dwijendra Srivastava
- Sandeep Agarwal
- Ashish Aggarwal
- Bharath S.
- Alok Singh
