Pros | - | - | ||
Cons | - | - |
INDMoney rank | - | 9/10 | ||
Category,Subcateogry | Allocation,Conservative Allocation | Allocation,Conservative Allocation | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 21 Cr | 9784 Cr | ||
Min Investment | SIP ₹250 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 1.16% | 1.08% | ||
Exit Load | 0% | 1% | ||
Benchmark Index | CRISIL Hybrid 85+15 - ConservativeTR INR | Nifty 50 Hybrid Composite Debt 15:85 |
No of Holdings | 26 | 83 | ||
Top 5 Holdings | HDFC Bank Ltd (3.3%) ICICI Bank Ltd (2.77%) Reliance Industries Ltd (2.21%) Bharti Airtel Ltd (2.15%) POWERGRID Infrastructure Investment Trust Units (1.28%) | Reliance Industries Ltd (2.2%) Asian Paints Ltd (1.82%) ICICI Bank Ltd (1.39%) Biocon Ltd (1.21%) Axis Bank Ltd (1.1%) | ||
No of Sectors | 11 | 9 | ||
Top 3 Sectors | Government (36.87%) Financial Services (36.6%) Energy (12.55%) | Corporate (77.33%) Financial Services (31.81%) Industrial (18.87%) | ||
Equity % | 22.51% | 23.78% | ||
Debt % | 28.42% | 72.46% | ||
P/E | 20.21 | 25.56 | ||
P/B | 3.03 | 2.67 | ||
Credit Quality | - | - | ||
Modified Duration | 6.34 | 3.89 | ||
YTM | 6.36 | 7.24 |
1-Month Return | -1.34% | -0.37% | ||
3-Month Return | -1.82% | 0.64% | ||
6-Month Return | 3.6% | 6.63% | ||
1-Year Return | 3.27% | 4.92% | ||
3-Year Return | 8.02% | 10.32% | ||
5-Year Return | 9.05% | 11.74% |
Sharpe | - | - | ||
Alpha | -0.88 | 1.61 | ||
Beta | 1.13 | 0.97 | ||
Standard Deviation | 3.71 | 3.36 | ||
Information Ratio | -0.52 | 1 |
Description | Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option is a hybrid fund.This fund gives you the benfit of diversification. | SBI Conservative Hybrid Fund Direct Plan Growth is a hybrid fund.This fund gives you the benfit of diversification. | ||
Managers | Ashish Aggarwal,Dwijendra Srivastava,Sandeep Agarwal,S. Bharath | Milind Agrawal,Saurabh Pant,Mansi Sajeja |