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Compare Sundaram Debt Oriented Hybrid Fund vs Parag Parikh Conservative Hybrid Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | NA |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹1000 |
Expense Ratio | 2.14 | 0.65 |
NAV | ₹28.47 | ₹14.28 |
Fund Started | 25 Jan 2010 | 07 May 2021 |
Fund Size | ₹27.60 Cr | ₹2347.16 Cr |
Exit Load | - | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Risk
NA
NA
Rating
3.0
5.0
Min SIP Amount
₹1000
₹1000
Expense Ratio
2.14
0.65
NAV
₹28.47
₹14.28
Fund Started
25 Jan 2010
07 May 2021
Fund Size
₹27.60 Cr
₹2347.16 Cr
Exit Load
-
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Returns
1 Year | 6.51% | 11.07% |
3 Year | 6.00% | 10.91% |
5 Year | 7.98% | - |
1 Year
6.51%
11.07%
3 Year
6.00%
10.91%
5 Year
7.98%
-
Holding Analysis
Equity | 20.28% | 9.26% |
Cash | 38.48% | 11.91% |
Equity
20.28%
9.26%
Cash
38.48%
11.91%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 2.73% |
ICICI Bank Ltd. | 1.95% |
Bharti Airtel Ltd. | 1.44% |
Reliance Industries Ltd. | 1.32% |
HCL Technologies Ltd. | 1.28% |
Infosys Ltd. | 1.19% |
Larsen & Toubro Ltd. | 0.78% |
Axis Bank Ltd. | 0.77% |
State Bank of India | 0.75% |
ITC Ltd. | 0.70% |
Name | Assets |
|---|---|
Petronet LNG Ltd. | 2.46% |
ITC Ltd. | 2.06% |
Coal India Ltd. | 2.01% |
Power Grid Corporation Of India Ltd. | 1.99% |
Kesoram Industries Ltd. | 1.18% |
Reliance Industries Ltd. | 0.87% |
Swaraj Engines Ltd. | 0.78% |
Kotak Mahindra Bank Ltd. | 0.37% |
Tata Motors Ltd. | 0.35% |
Axis Bank Ltd. | 0.31% |
Fund Manager
Name | Dwijendra Srivastava | Rukun Tarachandani |
Start Date | 03 Nov 2015 | 23 Oct 2023 |
Name
Dwijendra Srivastava
Rukun Tarachandani
Start Date
03 Nov 2015
23 Oct 2023
About Fund
Description | The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments. | The scheme seeks to generate regular income through investments predominantly in debt and money market instruments. The scheme also seeks to generate long term capital appreciation from the portion of equity investments under the scheme. |
Launch Date | 25 Jan 2010 | 07 May 2021 |
Description
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
The scheme seeks to generate regular income through investments predominantly in debt and money market instruments. The scheme also seeks to generate long term capital appreciation from the portion of equity investments under the scheme.
Launch Date
25 Jan 2010
07 May 2021
