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Compare Sundaram Debt Oriented Hybrid Fund vs SBI Conservative Hybrid Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹250 | ₹500 |
Expense Ratio | 2.19 | 1.55 |
NAV | ₹29.06 | ₹69.88 |
Fund Started | 25 Jan 2010 | 22 Feb 2001 |
Fund Size | ₹27.07 Cr | ₹9666.02 Cr |
Exit Load | - | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year |
Risk
NA
High
Rating
3.0
4.0
Min SIP Amount
₹250
₹500
Expense Ratio
2.19
1.55
NAV
₹29.06
₹69.88
Fund Started
25 Jan 2010
22 Feb 2001
Fund Size
₹27.07 Cr
₹9666.02 Cr
Exit Load
-
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
Returns
1 Year | 6.67% | 7.57% |
3 Year | 7.19% | 9.22% |
5 Year | 9.60% | 12.36% |
1 Year
6.67%
7.57%
3 Year
7.19%
9.22%
5 Year
9.60%
12.36%
Holding Analysis
Equity | 18.67% | 23.37% |
Cash | 19.92% | 3.72% |
Equity
18.67%
23.37%
Cash
19.92%
3.72%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 2.87% |
ICICI Bank Ltd. | 2.09% |
Reliance Industries Ltd. | 1.60% |
Bharti Airtel Ltd. | 1.60% |
HCL Technologies Ltd. | 1.09% |
Infosys Ltd. | 1.02% |
Axis Bank Ltd. | 0.81% |
State Bank of India | 0.74% |
ITC Ltd. | 0.61% |
Kotak Mahindra Bank Ltd. | 0.54% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 2.48% |
ICICI Bank Ltd. | 1.67% |
Bajaj Finance Ltd. | 1.35% |
Infosys Ltd. | 1.20% |
Axis Bank Ltd. | 1.15% |
Tata Consultancy Services Ltd. | 1.01% |
Aether Industries Ltd. | 0.89% |
Grindwell Norton Ltd. | 0.85% |
HDFC Asset Management Company Ltd. | 0.76% |
State Bank of India | 0.73% |
Fund Manager
Name | Dwijendra Srivastava | Saurabh Pant |
Start Date | 03 Nov 2015 | 01 Jan 2022 |
Name
Dwijendra Srivastava
Saurabh Pant
Start Date
03 Nov 2015
01 Jan 2022
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 provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments. |
Launch Date | 25 Jan 2010 | 22 Feb 2001 |
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 provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
Launch Date
25 Jan 2010
22 Feb 2001