Compare Sundaram Debt Oriented Hybrid Fund vs Parag Parikh Conservative Hybrid Fund
Fund Details
Risk | NA | NA |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹1000 |
Expense Ratio | 2.16 | 0.64 |
NAV | ₹28.51 | ₹14.25 |
Fund Started | 25 Jan 2010 | 07 May 2021 |
Fund Size | ₹27.57 Cr | ₹2288.30 Cr |
Exit Load | - | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Returns
1 Year | 10.57% | 14.98% |
3 Year | 6.13% | 10.87% |
5 Year | 8.33% | - |
Holding Analysis
Equity | 20.37% | 9.61% |
Cash | 19.87% | 12.62% |
Top Holdings
Top 10 Holdings |
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Fund Manager
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 |
