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Compare Mutual Funds
Comparing Sundaram Conservative Hybrid Fund vs SBI 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
- ₹9,666 Crs
- 3 months
- 3.56%
- 2.42%
- 6 months
- 3.95%
- 2.08%
- 1 year
- 9.78%
- 9.29%
- 3 year
- 9.57%
- 10.95%
- 5 year
- 10.88%
- 13.25%
- Standard Deviation
- 3.78
- 3.72
- Sharpe
- 0.69
- 1.03
- Beta
- 0.88
- 0.81
- Sortino
- 1.35
- 1.8
- Alpha
- 0.16
- 1.59
- Top 3 sectors
- Financial (7.050000000000001%)
- Technology (2.1100000000000003%)
- Financial (7.470000000000001%)
- Energy (2.48%)
- Technology (2.21%)
- 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%)
- West Bengal State (5.790000000000001%)
- GOI (5.39%)
- LIC Housing Finance Ltd. (4.46%)
- Tata Power Renewable Energy Ltd. (3.15%)
- Aditya Birla Renewables Ltd. (3.12%)
- P/E Ratio
- 22.25
- 24.24
- P/B Ratio
- 3.39
- 3.36
- Equity%
- 18.668594%
- 23.36979114%
- Debt%
- 61.410036%
- 72.91517069%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.88%
- 7.68%
- Modified Duration
- 7.77 yrs
- 4.15 yrs
- Avg. Maturity
- 16.6 yrs
- 7.33 yrs
- Avg. Credit Quality
- Moderate (SOV)
- Low (AAA)
- Expense Ratio
- 1.51%
- 1.05%
- Exit Load
- 0.0%
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 85+15 Conservative
- NIFTY 50 Hybrid Composite Debt 15:85 Conservative
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Short Term
- Good for Short Term
- Managed By
- Dwijendra Srivastava
- Sandeep Agarwal
- Ashish Aggarwal
- Bharath S.
- Mansi Sajeja
- Saurabh Pant
